Databricks

7 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Apr 25, 2023 by Matei Zaharia · said 42 times in 14 episodes since 2023 · across every show →

Mentions by year

brought up most by Sarah Guo (11), Elad Gil (11), Ofir Ehrlich (4), Jesse Zhang (4), Sridhar Ramaswamy (2), Parker Conrad (2), Jared Quincy Davis (2), Emil Michael (2)

tap a year for its mentions
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0352023202420252026episodes it came up in
0032.5652023202420252026episodesmentions per episode
2026 7 mentions in 3 episodes 2 per episode
2025 8 mentions in 3 episodes 3 per episode
2024 9 mentions in 5 episodes 2 per episode
2023 18 mentions in 3 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about Databricks, oldest first

Apr 25, 2023 bullish
Assertion Supported
Zaharia: Databricks reached 6,000 employees and crossed $1B in ARR
“The company has about 6000 employees now, and last year we said that we cost a billion dollars in AR and we're continuing to go.”
Matei Zaharia Apr 25, 2023 ▶ 2:05 No Priors Ep. 11 | With Matei Zaharia, CTO of Databricks
Apr 25, 2023 neutral
Assertion Not checkable as stated
Zaharia: Nearly 1,000 Databricks customers used LLMs before ChatGPT
“I think we had like almost a thousand customers that were using these in, in some form”
Matei Zaharia Apr 25, 2023 ▶ 4:59 No Priors Ep. 11 | With Matei Zaharia, CTO of Databricks
Apr 25, 2023 positive
Insight
Zaharia: Small models excel at creative generation but struggle with factual recall
“It's surprisingly good at just freeform, like kind of fluent text generation. So you can tell it to like create a story or create a tweet or create a scientific paper abstract, and it does a pretty good job at that. And before that, whenever I talked to my, yo…”
Matei Zaharia Apr 25, 2023 ▶ 10:38 No Priors Ep. 11 | With Matei Zaharia, CTO of Databricks
Apr 25, 2023 neutral
Disclosure
Zaharia: Databricks created Dolly by cloning Stanford's Alpaca approach
“Dolly is partly based on this great result from some other faculty members at Stanford called Alpaca, where they tested a way to, you know, basically they use the model to generate a bunch of realistic conversations, and then they use this to train another mod…”
Matei Zaharia Apr 25, 2023 ▶ 6:09 No Priors Ep. 11 | With Matei Zaharia, CTO of Databricks
Apr 11, 2024 bearish
Opinion
Guo: Next-Gen AI Model Spend Requires Hyperscaler-Level Sponsorship
“The spend required at the perhaps not even this generation, but the next generation really requires a certain level of sponsorship that is challenging for most independent players, but it's a directly opposing view to the, for example, the Databricks narrative…”
Sarah Guo Apr 11, 2024 ▶ 4:55 No Priors Ep. 59 | With Sarah Guo & Elad Gil
Jul 10, 2025 positive
Opinion
Conrad: Databricks gained advantages over Snowflake by staying private
“I think you look at like Databricks versus Snowflake and it seems like Databricks has had some advantages by not being public you know, in, in that fight.”
Parker Conrad Jul 10, 2025 ▶ 42:46 No Priors Ep. 122 | With Rippling Co-Founder & CEO Parker Conrad
Nov 6, 2025 neutral
Assertion Not checkable as stated
Ramaswamy: Databricks and Fabric Strained Snowflake's Relationship With Microsoft
“Among the earliest places where this went to work was in our relationship with Microsoft, which was okay, but not that great because they had a one P relationship with Databricks. And they're always kind of conflicted about is fabric the answer or snowflake th…”
Sridhar Ramaswamy Nov 6, 2025 ▶ 28:19 No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
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