At the beginning of this year, big portions of @databricks started running on Genie. When finance started doing all their work with Genie, we noticed that they were combining Genie with a Live Cloud Spreadsheet called Row Zero. This combination is really powerful. We met the Row Zero team and were blown away. Today, we're excited to announce that we've agreed to acquire Row Zero. Stay tuned for an awesome experience of Genie + Row Zero: databricks.com/company/newsr…

This is true. It wasn't actually possible before 2010 because datacenter networks would bottleneck. We used to design coupled storage/compute where you brought compute close to "big data". But research on "full bisection bandwidth" networks made it possible to essentially just talk from any machine to the storage system at full speed. The disaggregation started then! Databricks and Snowflake started soon after many others followed. Now "Put it on the object store" is the way to go.

@databricks has the fastest and lowest latency on Kimi K3 (max)! Great job by Databricks AI team! artificialanalysis.ai/models…

It's not often the co-founders and I author blog posts together, but we thought this one is important so we took time to write this together with the Neon team. In this blog we outline why we think a new type of database will slowly take over and replace all existing databases, we call it the Lakebase. We cover the WHY and the WHAT here: 𝐀 𝐍𝐞𝐰 𝐄𝐫𝐚 𝐨𝐟 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬: 𝐋𝐚𝐤𝐞𝐛𝐚𝐬𝐞 databricks.com/blog/what-is-…

I now constantly get questions about the SAAS meltdown, role of AI, system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2, Q3, and now finished the year with accelerating Q4. The question is, why? Short answer: AI. But the underlying reason is subtle. We are growing fast because we are finally removing the biggest bottleneck in data: the technical barrier to entry. For years, if you didn’t know SQL, Python, you were locked out of the value chain. That has changed fundamentally with the 𝐆𝐞𝐧𝐢𝐞 𝐟𝐚𝐦𝐢𝐥𝐲, and it is the "secret sauce" behind our recent momentum: • 𝐆𝐞𝐧𝐢𝐞: Analysts can query data without any SQL. I use this every day myself. • 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 𝐆𝐞𝐧𝐢𝐞: Builds end-to-end AI models for you, similar to Cursor for ML on your data. • 𝐃𝐚𝐭𝐚 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫 𝐆𝐞𝐧𝐢𝐞: Write Spark pipelines, does plumbing, troubleshooting. We've been talking about DATA + AI democratization, but generative AI finally enabled it in a way that wasn't possible before. That's why we're seeing a market response. Take 𝐋𝐚𝐤𝐞𝐛𝐚𝐬𝐞 𝐏𝐨𝐬𝐭𝐠𝐫𝐞𝐬. We launched this serverless engine for agents and apps recently. At 8 months into its journey, its revenue is already 2x what our Data Warehouse product was at the same stage. All this taken together, we ended up with the following stats for Q4: 🚀 $5.4B Revenue Run-Rate, growing >65% YoY 🚀 $1.4B AI Revenue Run-Rate 🚀 FCF Positive for the year 🚀 NRR >>140% databricks.com/company/newsr…

Excited to raise $4B+ in our latest fundraise! We shared that we will primarily be using the capital to invest in: 1️⃣ Lakebase Postgres - serverless database for Agents 2️⃣ Agent Bricks - high quality agents that can reason on enterprise data 3️⃣ Databricks Apps - Data Intelligence Apps built on Lakebase and Agent Bricks As part of this we also disclosed: 🚀 Crossed $4.8B revenue run-rate, over 55% YoY growth 🚀 Crossed $1B of revenue run-rate for our Data Warehousing product 🚀 Crossed $1B of revenue run-rate for our AI products 🚀 Continued to be cash flow positive in the last 12 months Big thanks to Insight Partners, Fidelity Investments, and J.P. Morgan who led the round. databricks.com/company/newsr…

I am super excited to announce that we have agreed to acquire Neon, a developer-centric serverless Postgres company. The Neon team engineered a new database architecture that offers speed, elastic scaling, and branching and forking. The capabilities that make Neon great for developers are also great for AI agents. Together, we'll deliver an open, serverless database foundation for developers and AI agents. databricks.com/company/newsr…