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Databricks

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Databricks provides a unified analytics platform for data engineering and machine learning.

sentiment mix
bull 77%bear 7%neu 16%

funding rounds

private markets
latest round
Series L
Dec 2025 | $4B
post-money valuation
$134B post-money
+34% vs Series K
total raised
$18B+ disclosed
2 disclosed rounds | updated 2026-07-09
round progression
Series K
Aug 2025
$1B
Series L
Dec 2025
$4B
lead investors
  • Insight Partnerslead
  • Fidelityco
  • J.P. Morganco
dateroundamountvaluationinvestors
Dec 2025Series L$4B$134B post-moneyInsight Partners, Fidelity, J.P. Morgan
Aug 2025Series K$1B> $100B post-moneyThrive Capital, Insight Partners

signal summary

latest high-conviction thesis
Databricks sees 2x engineering capacity from AI coding tools, launches Unity AI gateway to cut costs 30%▾

AI coding assistants have doubled developer throughput at Databricks; consumption-based pricing created exponential cost growth, solved by rapid model switching, smart routing (30% savings), and the Unity AI gateway product now used by thousands of customers.

patrick wendellT1TBPN2026-08-07
confidence 88 / 100impact High
key themes
  • AI Infrastructure62%
  • AI Economics & Business Models54%
  • AI Agents35%
  • Venture Capital35%
  • Private Markets31%

bull thesis · 23

89 / 100
  • •Databricks CEO Ali Ghodsi says revenue accelerating across all use cases with Genie product driving growth
  • •Gerstner: Databricks doing extraordinarily well alongside Snowflake
  • •Databricks sees 2x engineering capacity from AI coding tools, launches Unity AI gateway to cut costs 30%

bear thesis · 2

24 / 100
  • •Degnan skeptical Databricks worth 2.5x Snowflake — private marks need three buyers, public markets need millions
  • •Databricks similarly exposed to Iceberg disruption of warehouse lock-in

company research · 4 videos

mentions · 30

new
Bloomberg TechAI’s Safety Debate Meets Silicon Valley FOMO1 mentions · 1▲ 0▼ 0○ · 8 days ago
0:007:0015:0022:0030:00
TBPNWE'RE BACK: Meta Addiction, Jalapeño, Tim Cook's Last Day, Flocked1 mentions · 0▲ 0▼ 1○ · 25 days ago
0:0017:0035:0052:001:10:00
20VCClickHouse CEO: The AI Bubble Is Wrong | Revenue Concentration Should be a Concern1 mentions · 0▲ 0▼ 1○ · 25 days ago
0:007:0015:0022:0030:00
20VCNVIDIA Buys Poolside, Invests in Mercor & Perplexity | OpenAI Confirms IPO1 mentions · 1▲ 0▼ 0○ · 29 days ago
0:0021:0042:001:03:001:25:00
All-In PodcastAnthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback2 mentions · 2▲ 0▼ 0○ · last month
0:0025:0050:001:15:001:40:00
Bloomberg TechAnthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/20261 mentions · 1▲ 0▼ 0○ · last month
0:007:0015:0022:0030:00
All-In PodcastGoogle’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0018:0037:0056:001:15:00
TBPNAI Viruses, Social Media Addiction, Mansion Section3 mentions · 3▲ 0▼ 0○ · 2 months ago
0:0023:0047:001:11:001:35:00
Scaling EuropeAspire11 is unlocking Europe's pension money for tech growth: Zaya Kadyrova, Aspire112 mentions · 2▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Sourcery VCData is Back: MongoDB, Databricks, Snowflake1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:005:0010:0015:0020:00
Sourcery VCAMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
All-In PodcastMore Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0013:0027:0041:0055:00
a16zBuilding Enduring Companies Outside Silicon Valley | Santiago Suárez of Addi1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:007:0015:0022:0030:00
BG2 PodThe SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0012:0025:0037:0050:00
All-In PodcastPalo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
20VCSpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:0018:0037:0056:001:15:00
TBPNWhere Brad Gerstner Is Investing Billions1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
20VCWhy Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow1 mentions · 0▲ 1▼ 0○ · 4 months ago
0:0020:0040:001:00:001:20:00
Limitless PodcastAnthropic, SpaceX, OpenAI in One Stock? The VCX Reality Check1 mentions · 0▲ 0▼ 1○ · 6 months ago
0:002:005:007:0010:00
Michael SikandI Just Bought SpaceX And OpenAI Stock, Here's How1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
BG2 PodAI Enterprise - Databricks & Glean | BG2 Guest Interview1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:002:005:007:0010:00
a16zThe Death of Data Gatekeeping: AI Makes Everyone An Analyst | Hex Cofounder1 mentions · 0▲ 1▼ 0○ · 10 months ago
0:0017:0035:0052:001:10:00
Invest Like The BestHow a16z Growth Invests1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:006:0012:0018:0025:00
Michael SikandThe Databricks IPO Will Break The Stock Market1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:003:007:0011:0015:00
Invest Like The Best5 Ingredients for the Perfect Investment | Jeff Horing Interview1 mentions · 1▲ 0▼ 0○ · last year
0:002:005:007:0010:00
The Logan Bartlett ShowMarc Benioff Predicts Half of Conversations Will be With AI Agents Next Year1 mentions · 1▲ 0▼ 0○ · last year
0:006:0012:0018:0025:00