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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.

1 call·1 name·100% bull·last heard 8 months ago·BG2 Pod
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
1stmedium conviction
$DATABRICKSDatabricksposition

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.

BG2 Pod2025-12→

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$DATABRICKS
Databricks
MEDali ghodsi·BG2 Pod·8 months ago· 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."
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