Alan Tu

Portfolio manager and analyst at WCM Investment Management with expertise in enterprise software and late-stage private technology investments, and an investor in Databricks.

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Jan 8, 2026 • 1h 15min

Databricks: From Data to Decisions - [Business Breakdowns, EP.238]

In this discussion, Alan Tu, a portfolio manager at WCM Investment Management and an expert on enterprise software, dives into Databricks, a $130B private powerhouse in data processing and analytics. He unpacks how Databricks transforms complex data tasks into streamlined solutions for AI and machine learning. Alan highlights its unique academic origins, the challenges of monetizing open source, and the strategic evolution into a comprehensive platform. He also shares insights on Databricks' market positioning against competitors and its critical role in the modern AI landscape.

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