The Intersection of Databricks and Snowflake in the Evolving Data Ecosystem

This chapter delves into the changing dynamics of data infrastructure, emphasizing the critical functions of Databricks and Snowflake. It examines the integration of engineering and data teams in response to the rising need for AI and machine learning, along with the strategic choices organizations must make between these platforms.

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In this episode of Turpentine VC, Erik Torenberg welcomes back Tomasz Tunguz, GP of Theory Ventures. They dissect the investment landscape of data businesses through the lens of Databricks. They analyze the company's growth trajectory, competition with Snowflake, and its potential in the AI era. Tom presents bull and bear investment cases, discusses valuation metrics, and explores the strategic importance of data catalogs. They also cover the emerging trends in the modern data stack, potential market consolidation, and the impact of AI on investment opportunities.

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LINKS:

Tomasz’ website: https://tomtunguz.com/

Theory Ventures: https://theory.ventures/

Databricks: https://www.databricks.com/

Databricks' Accelerating Growth: https://tomtunguz.com/databricks-growth-2024/

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@ttunguz (Tomasz)

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