In this episode of 'Company Breakdowns', Erik Torenberg is joined by Tomasz Tunguz, general partner of Theory Ventures to explore how Databricks is changing the way we handle unstructured data, its impact on AI, data analytics, and the future of the data landscape.

Understand why Databricks is becoming indispensable for AI development and deployment, and learn about the key features and benefits it offers to businesses.

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Subscribe to this season of Company Breakdowns for analysis of Reddit, Databricks, and more! Subscribe to Company Breakdowns' newsletter: https://company-breakdowns.beehiiv.com/

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LINKS:

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

Theory Ventures: https://theory.ventures/

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

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FOLLOW ON X:

@eriktorenberg (Erik)

@ttunguz (Tomasz)

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00) Introduction

(00:24) Tomasz’ Initial Thoughts on Databricks

(01:50) Databricks vs. Snowflake 

(03:00) Unstructured Data Pipelines & Applications 

(04:51) Databricks' Market Opportunity & Competitors 

(07:00) The Investability of Databricks 

(08:00) Databricks vs. Snowflake: A Deeper Dive 

(09:57) The Future Battle of the Giants 

(12:47) Bull & Bear Case for Databricks 

(14:12) The Unbundling of the Database 

(16:48) Sponsor: Babbel | Brave 

(19:13) Databricks Bullish Outlook & Investment Considerations

(20:00) Databricks: A Difficult Technical Problem 

(22:47) The Power of the Data Catalog 

(25:09) Open vs. Closed Source: The Databricks & Snowflake Dynamic 

(27:44) The Importance of Compute Workloads 

(29:40) Five Trends Shaping the Modern Data Stack 

(31:40) Investor Perspective & the Evolution of the Market 

(33:13) The Evolution of Business Intelligence 

(35:28) Databases & AI Models: A New Frontier 

(37:25) Nvidia: A Key Player in the AI Landscape 

(39:26) Arguments for a Lower Nvidia Valuation 

(42:49) Wrap