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ali ghodsi

T2 · manager / operator

Co-founder and CEO of Databricks, the data and AI platform built around Apache Spark and the lakehouse architecture.

2 calls·1 name·100% bull·last heard 8 days ago·Bloomberg Tech+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$DATABRICKSDatabricks

Databricks CEO Ali Ghodsi says revenue accelerating across all use cases with Genie product driving growth

Consumption-based pricing model means revenue accelerates as every employee doubles their data usage, with Genie analyst product significantly accelerating revenue growth.

Bloomberg Tech2026-09episode →

most discussed · click a bar to filter

  • $DATABRICKS
2 total
$DATABRICKS
Databricks
HIGHali ghodsi·Bloomberg Tech·8 days ago·AI’s Safety Debate Meets Silicon Valley FOMO
Databricks CEO Ali Ghodsi says revenue accelerating across all use cases with Genie product driving growth
Consumption-based pricing model means revenue accelerates as every employee doubles their data usage, with Genie analyst product significantly accelerating revenue growth.
"WE ARE SEEING ACCELERATION ACROSS THE BOARD. ALL OF THESE USE CASES I MENTIONED, IT IS AS IF EVERY EMPLOYEE ON THE PLANET DOUBLED THEIR ACCOUNT. WE HAVE ONE PARTICULAR PRODUCT CAL…"
21:37
$DATABRICKS
Databricks
MEDali ghodsi·BG2 Pod·9 months ago·AI Enterprise - Databricks & Glean | BG2 Guest Interview· position
Databricks compresses equity research from hours to minutes
Databricks can unify market data, news and filings into agentic workflows that produce an equity report in 15 minutes, demonstrating concrete productivity gains in regulated enterprise work.
"does the full analysis, the news, everything, puts it all together and it can get the equity report out in 15 minutes from the earnings call. Industry standard is 2 hours."
4:29
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