Podcasts about Databricks

Money flood - insane revenue and valuation growth, AI impacting every industry, Open AI and Microsoft deal, new time compute records are changing the game, the first AI government member, and more important AI news for the week ending on September 12 2025Is AI on the verge of world domination… or an economic meltdown?This week's AI headlines weren't about shiny new model releases and that's a good thing. It gave us time to zoom out and examine the billion-dollar chess game shaping our future.From OpenAI's $115B spend-fest to the first AI government cabinet member, and from Replit's code-writing agents to copyright lawsuits with a twist — this episode is a crash course in just how *wild* and *wide* AI's reach has become.Here's your witty but grounded executive summary of the week's most impactful AI news — handpicked and broken down by your host, Isar Meitis, with direct implications for how business leaders should think, adapt, and move.In this session, you'll discover:- OpenAI's capital-intensive moonshot and why it may still not be profitable in 2030- Microsoft's unexpected pivot: From exclusive OpenAI integration to paying AWS for Claude- The first AI cabinet member in Albania here's why it might be brilliant (or backfire)- AI-made movies & TV are no longer a fantasy, OpenAI is backing a full-length feature- Funding frenzy decoded: Databricks, Replit, Perplexity, and others are raising billions- "Thinking" AI that works for hours: How new models are pushing past past limitations- 5,000 AI podcasts a week for $1 each?! The scary-fascinating rise of mass-produced audio- FTC probes AI's influence on kids and what it means for regulation & trust- AI-powered AR glasses from Amazon — coming to delivery drivers and consumers near you- Duke gives GPT-4o to all students what this means for the future of higher education- Why Apple is strangely silent on AI this year, and what it could cost themGoogle Cloud AI Agent Handbook (PDF) - https://services.google.com/fh/files/misc/ai_agents_handbook.pdfAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

In this conversation from Lenny's Podcast, Ben Horowitz joins Lenny to discuss the psychological muscle every founder needs, why hesitation can be fatal for CEOs, when it's time to replace a founder, and how to normalize failure while building confidence. They also explore the Databricks founding story, investing in Adam Neumann after WeWork, whether AI is in a bubble, where the real opportunities lie, and Ben's work with the Paid in Full Foundation supporting hip-hop pioneers. The result is a candid look at leadership, product management, and what it takes to build enduring companies. Timecodes: 00:00 Introduction 00:22 The Psychology of Leadership & Decision-Making02:41 Leadership lessons from Shaka Senghor07.56 Struggle, Pain, and Growth as a CEO 10:15 Running toward fear and why hesitation kills companies19:35 Who shouldn't start a company22:36 The Databricks story: thinking bigger24:54 Managerial leverage and CEO psychology28:06 When founders should be replaced as CEOs31:20 Normalizing failure for CEOs37:57 Counterintuitive lessons about building companies42:31 “Good Product Manager/Bad Product Manager”48:21 Product managers as leaders51:16 Why a16z invested in Adam Neumann after WeWork56:23 Is AI in a bubble?01:02:43 The biggest opportunities in AI01:12:51 Why U.S. leadership in AI matters01:18:53 The Paid in Full Foundation for hip-hop pioneers01:23:18 Lightning round: book recommendations, products, and life mottos Resources: Find Ben on X: https://x.com/bhorowitzFind Ben on LinkedIn: https://www.linkedin.com/in/behorowitz/Watch more of Lenny's Podcast: https://www.youtube.com/@LennysPodcastCheck out Lenny's newsletter here: https://www.lennysnewsletter.com Stay Updated: Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbgListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://twitter.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Send us a text00:00 - Intro00:51 - Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11)01:51 - Cognition's $400M Raise at $10.2B Valuation02:43 - ElevenLabs' $100M Tender at Doubled $6.6B Valuation03:05 - Replit's $250M Funding at $3B Valuation04:05 - X Square Robot's $140M Raise, New Robot OS Released04:41 - Mistral Finalizes $1.5B Funding at $11.7B Valuation05:12 - Perplexity Finalizes $200M Round at $20B Valuation05:32 - Databricks >$4B ARR in Jul 2025, up 50% YoY 06:07 - Ramp's $1B ARR, +43% in 6 Months06:51 - SpaceX's $17B Spectrum Deal with EchoStar08:01 - Anduril's $1.26B of New Contracts09:06 - AlterEgo's Silent Sense Wearable Launch10:02 - OpenAI's $300B Oracle Data Center Deal10:39 - OpenAI + Microsoft Agree on Nonprofit to For-profit Shift11:05 - Thinking Machines' $2B Seed at $12B Valuation

Ben Horowitz is the co-founder of Andreessen Horowitz, Silicon Valley's largest and most influential venture capital firm, with over $46B in committed capital across multiple funds. He took Loudcloud public with just $2 million in revenue (dubbed “the IPO from hell”), sold it for $1.6 billion, and has backed companies from Facebook to Stripe to Airbnb to OpenAI to Databricks (now worth more than $100 billion). His management philosophy—forged through near-death experiences and refined through coaching hundreds of CEOs—contradicts most conventional startup wisdom.In our conversation, Ben shares:1. Why “founder mode” is half right and half dangerously wrong2. The story behind “Good Product Manager/Bad Product Manager” and why it went viral despite being written in anger3. Where the biggest AI startup opportunities remain4. Why you need to run toward fear, never away5. The one trait that predicts that a founder will fail as CEO6. Inside Paid in Full, Ben's nonprofit awarding pensions to pioneering hip-hop artists—Brought to you by:DX—The developer intelligence platform designed by leading researchers: http://getdx.com/lennyBasecamp—The famously straightforward project management system from 37signals: https://www.basecamp.com/lennyMiro—A collaborative visual platform where your best work comes to life: https://miro.com/lenny—Transcript: https://www.lennysnewsletter.com/p/46b-of-hard-truths-from-ben-horowitz—My biggest takeaways (for paid newsletter subscribers): ⁠https://www.lennysnewsletter.com/i/172439345/my-biggest-takeaways-from-this-conversation—Where to find Ben Horowitz:• X: https://x.com/bhorowitz• LinkedIn: https://www.linkedin.com/in/behorowitz/• Website: https://benhorowitz.com/• Andreessen Horowitz's website: https://a16z.com/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Ben Horowitz(04:09) Important leadership lessons from Shaka Senghor(10:15) Running toward fear and why hesitation kills companies(19:35) Who shouldn't start a company(22:36) The Databricks story: thinking bigger(24:54) Managerial leverage and CEO psychology(28:06) When founders should be replaced as CEOs(31:20) Normalizing failure for CEOs(37:57) Counterintuitive lessons about building companies(42:31) “Good Product Manager/Bad Product Manager”(48:21) Product managers as leaders(51:16) Why a16z invested in Adam Neumann after WeWork(56:23) Is AI in a bubble?(01:02:43) The biggest opportunities in AI(01:12:51) Why U.S. leadership in AI matters(01:18:53) The Paid in Full Foundation for hip-hop pioneers(01:23:18) Lightning round: book recommendations, products, and life mottos—References: https://www.lennysnewsletter.com/p/46b-of-hard-truths-from-ben-horowitz—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Today on the AI Daily Brief: AI isn't just helping engineers anymore—it's writing nearly half the code at companies like Robinhood and Coinbase, with some leaders saying human-written code is now in the minority. We explore what this milestone means for software development, the rise of agentic coding tools, and why investors are pouring billions into the space. In the headlines: OpenAI's AI-powered feature film project, Microsoft's $17.4B cloud deal, and fresh moves from Databricks, 11Labs, and Anthropic.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? nlw@aidailybrief.ai

Connor Group's Jim Neesen goes in-depth on the IPO market, including one of his clients that debuted Wednesday: Klarna. He says the fintech company has a "great growth story" in one of the year's most-anticipated public debuts. Jim adds that 2025 is shaping up to be the best year for IPOs since 2021 and explains how the seeds of this year's "cherry blossoms" for the IPO spring were set in place. He tells investors to watch for debuts down the road from names like Databricks, Cerebras, and Stubhub.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

```html i'm wall-e, welcoming you to today's tech briefing for tuesday, september 9th! dive into today's top tech stories: databricks' milestone: exceeds $100 billion valuation post $1 billion funding round, driven by ai-centric databases and $4 billion in annual recurring revenue. netskope's ipo plans: cloud security platform aiming for $6.5 billion valuation with ipo pricing set between $15-$17 per share. cognition ai's valuation boost: secures $400 million funding, skyrocketing valuation to $10.2 billion with strong growth in ai coding agent devin. intel's leadership revamps: ceo lip-bu tan initiates strategic appointments to advance innovation and product delivery. snap's internal transformation: pivot to “startup squads” to spur growth amidst declining ad revenues, while snapchat+ subscriptions rise. stay tuned for tomorrow's tech updates! ```

Data and AI giant Databricks has surpassed a US$100B valuation with over US$1B in AI revenue. On Industry Insight, Lynlee Foo speaks with Adam Conway, SVP of Products at Databricks about what’s fueling this momentum, how Asia’s AI adoption differs from the US, and why agentic AI could be the region’s next big leap.See omnystudio.com/listener for privacy information.

Partners Group CIO Anastasia Amoroso joins for comprehensive market analysis. Databricks CEO Ali Ghodsi joins after the company announced some key revenue and AI milestones. Evercore Partners Chairman Emeritus Ralph Schlosstein discusses the heating M&A and IPO landscape. Eunice Yoon provides the latest China market perspective while Morningstar Analyst William Kerwin previews Apple's upcoming event and what it means for investors. 

Customer identity is more than a profile — it's a foundation.I recently chatted with Marc Sabatini at Databricks' Data + AI Summit to unpack why identity resolution is fast becoming the backbone of effective marketing strategies.Marc introduced me to the concept of the “Identity Spine” — a unified thread that connects all customer interactions and behaviors. In a world of rising privacy expectations and the fall of third-party cookies, this kind of consistency is more valuable than ever.We dug into:- How a strong Identity Spine helps unify customer data and drive real ROI- Why so many transformation projects stall, and what it takes to get them back on track- What it means to actually activate identity across an enterprise, not just store it- Emerging martech trends for the next 12–18 months — and how Data Axle is preparing for what's nextGreat perspective from someone who's seen the strategy behind the buzzwords. Watch the full interview here#data #ai #DataAISummit #databricks #dataaxle #agents #identity #theravitshow

Claire Lebarz est CTO chez Malt, la plateforme leader du freelancing en Europe, qui met en relation des freelances avec des entreprises. La scaleup fait partie du Next 40 qui référence les 40 scaleups les plus prometteuses en France. Claire a passé 6 ans chez Airbnb dans la Silicon Valley, où elle a été Head of Data sur une partie du produit. Elle est rentrée en France pour prendre le rôle de VP Data, de Chief Data AI Officer et enfin de CTO chez Malt.On aborde :

Had a great conversation with Eric Pité, SVP of Product & Strategy at Posit PBC (formerly RStudio) on The Ravit Show, at the Data + AI Summit by Databricks.We talked about:-- The evolution from RStudio to PositIt's more than just a name change — it's a signal of how seriously they're embracing Python while staying true to their R roots and open-source mission.-- Open source meets enterpriseEric shared how Posit is navigating the balance between community contribution and commercial sustainability — and why that mission still matters in an AI-first world.-- Positron + DatabricksTheir strategic partnership is one to watch. Positron is making it easier to do high-quality data science (in R and Python) inside the Databricks ecosystem — with an emphasis on collaboration, reproducibility, and performance.-- AI's place in modern data scienceWe chatted about how Posit sees the role of AI in helping data teams be more productive — without losing rigor or transparency.-- The power of storytelling with codeOne of my favorite parts: the emphasis on communication. It's not enough to build models — data scientists need to share insights clearly, and Posit is building for that.Big thanks to Eric for the thoughtful chat — and to the Posit team for continuing to push the boundaries of open, collaborative data science.#data #ai #DataAISummit #Databricks #cdata #agentic #connectors #theravitshow

Every year at Data + AI Summit, there's a shift in energy — and this year, it's clear: AI is in production, and the spotlight is finally on the data layer. Caught up with my friend Raj Bains, CEO & Co-Founder of Prophecy on The Ravit Show, to talk about what's changed — and how their mission to combine self-service with governance is resonating more than ever.We covered:-- Why “democratizing AI” isn't just a nice phrase — it requires a platform that prepares the room with the right guardrails-- Real-world traction with JPMC and Amgen — and how success turned into investment-- What it really takes to build a production-ready, governed data pipeline in under 10 minutes (hint: it's not just speed, it's control)-- Their early agentic AI features helping analysts find and transform data with smarter guidanceRaj also shared what's changed in the past year — a clear push across customers to modernize, consolidate legacy tools, and go deeper with AI features.Lots of energy around Prophecy this year — and for good reason.#data #ai #DataAISummit #Databricks #prophecy #agentic #connectors #theravitshow

Dave Herrald, Global Head of Cybersecurity GTM at Databricks, tells Jack about transforming security operations through modern data lake architectures and strategic AI implementation. He discusses the practical benefits of separating storage from compute, giving security teams direct control over data retention while maintaining operational flexibility. The conversation explores how organizations can move beyond traditional SIEM limitations by leveraging cost-effective data lake storage with advanced analytics capabilities. They touch on AI agents in security, where Dave advocates for focused agents over broad analyst replacement approaches. He also addresses common concerns about hallucinations, framing them as engineering challenges rather than insurmountable obstacles, and shares real-world examples of successful agent implementations. Topics discussed: Moving from traditional SIEM architectures to modern data lake approaches for cost-effective security analytics and data control. Implementing focused AI agents for specific security tasks like context gathering rather than attempting broad analyst replacement. Leveraging graph analytics for security operations including CMDB visualization, breach scoping, and vulnerability prioritization across enterprise environments. Addressing AI hallucinations through prompt engineering and proper context management rather than avoiding AI implementation entirely. Building detection capabilities using SQL and Python for analytics that provide supersets of traditional SIEM query languages. Creating normalization frameworks using standards like OCSF to enable consistent data analytics across diverse security data sources. Developing career resilience in security through mission-focused thinking, continuous AI learning, and building practical skills. Comparing modern AI agents to traditional SOAR platforms for automation effectiveness and maintenance requirements. Establishing data governance and access controls in security data lakes while maintaining operational flexibility and cost effectiveness. Listen to more episodes:  Apple  Spotify  YouTube Website

The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the SEC's use of AI. We also talk with Mercor CEO Brendan Foody about how AI could overhaul recruiting and Chalk CEO Marc Freed-Finnegan about his company's strategy to take on Databricks. Lastly, we get into AI data licensing with Reporter Natasha Mascarenhas.Articles discussed on this episode: https://www.theinformation.com/articles/replits-margins-illustrate-high-costs-coding-agents TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Ab in die Cloud mit den Daten und alles wird gut. Damit meint der Hersteller natürlich seine Cloud. Aber welche Datenplattform ist denn jetzt die Beste? Das diskutiert Christian Krug, der Host des Podcasts „Unf*ck Your Data“ mit Alexander Rabe, Geschäftsführer von ruhrdot.Klar die Cloud ist ein technischer Sprung, der gut überlegt sein will. Denn die wichtigen Daten des Unternehmens verlassen jetzt ja das eigene Haus. Und damit irgendwie den eigenen Wohlfühlbereich, denn sie sind ja jetzt auf dem Rechner von jemand anders.Auch, aber nicht nur, deshalb will dieser Schritt ja gut überlegt sein. Denn die CDP (Cloud Data Plattform) verspricht dir ja das gelobte Land der Insights. Aber welches ist denn jetzt das Richtige? Microsoft Fabric? Databricks von dem sich Fabric einiges abgeschaut hat? Die SAP Business Data Cloud, die jetzt auch irgendwie Databricks drin hat? Amazon Web Service mit den Tools? Googles Cloud Plattform nativ? Diese fiese Antwort: Ja. Aber kommt drauf an.Aber worauf kommt es denn an?Auf deine Datenstrategie! Und da sind wir schon beim „Oops“ und dem nächsten Buzzword. Aber wenn du keine Ahnung hast, was du mit den Daten überhaupt erreichen willst, dann ist es eigentlich schon fast egal mit welchem Tool du scheiterst. Nimm nur vielleicht keines, das dich zu viel Upfront kostet.Bevor jetzt wieder alle Schnappatmung bekommen: Die Datenstrategie muss kein 400 Seiten Wälzer sein mit schönen Bilder von den Meccies.Die darf schlank sein und umsetzbar. Aber wenn du zu viel Geld hast, dann hey go for McK.Was muss da drin stehen:Welche Daten sind wichtig?Wo liegen die jetzt?Was willst du damit erreichen?Wie misst du ob du das erreicht hast?Am besten in Zahlen.Dann kannst du nämlich aussuchen auf welche Cloud du gehst. Denn alle haben unterschiedliche Vor- und Nachteile. Und diese gegeneinander abzuwiegen, das ist was dir die Strategie erlaubt.Keine Angst wir machen dann keinen Beautycontest. Ein guter Blick und dann der Proof of Concept in einem Tool.Wenn der erfolgreich war – Abfahrt in die Cloud (oder die nächste testen)▬▬▬▬▬▬ Sponsor Links: ▬▬▬▬Zum LinkedIn-Profil von Alex: https://www.linkedin.com/in/alexander-rabe-7a1627178/Zur Homepage von ruhrdot: http://ruhrdot.com/▬▬▬▬▬▬ Profile: ▬▬▬▬Zum LinkedIn-Profil von Christian: https://www.linkedin.com/in/christian-krug/Christians Wonderlink: https://wonderl.ink/@christiankrugUnf*ck Your Data auf Linkedin: https://www.linkedin.com/company/unfck-your-data▬▬▬▬▬▬ Buchempfehlung: ▬▬▬▬Buchempfehlung von Alex: Fundamentals of Data Engineering - Jope ReisAlle Empfehlungen in Melenas Bücherladen: https://gunzenhausen.buchhandlung.de/unfuckyourdata▬▬▬▬▬▬ Hier findest Du Unf*ck Your Data: ▬▬▬▬Zum Podcast auf Spotify: https://open.spotify.com/show/6Ow7ySMbgnir27etMYkpxT?si=dc0fd2b3c6454bfaZum Podcast auf iTunes:

I caught up with Rahul Pahuja from CData Software to dive into how they're helping enterprises unlock more value from their data inside Databricks — especially as companies push harder into AI and agentic workloads.Here's what stood out from our conversation:

Marketing is changing forever.    In this episode of Eye on AI, host Craig Smith sits down with Chris O'Neill, CEO of GrowthLoop and board member at Gap, to explore how agentic AI and GrowthLoop's Compound Marketing Engine are transforming the way brands connect with their customers.   Chris shares how GrowthLoop applies AI on top of modern data clouds like Snowflake, BigQuery, and Databricks to automate audience targeting, personalize campaigns in real time, and accelerate experimentation loops.    He explains why speed and iteration matter more than ever, how companies like Allegro doubled their return on ad spend with GrowthLoop, and why the future of marketing belongs to brands that embrace agentic AI.   If you're a marketer, technologist, or business leader looking to stay ahead in the age of AI, this conversation is packed with practical insights you can't afford to miss. Stay Updated: Craig Smith on X:https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI

In today's Cloud Wars Minute, I dive into Snowflake's record-breaking Q2 performance and explore how CEO Sridhar Ramaswamy is positioning the company for long-term AI-driven success.Highlights00:14 — Snowflake has been a remarkable story of growth and achievement—category creation here around the AI Data Cloud—and it reported last week a very strong Q2 with product revenue up 32% to $1.09 billion. That's the first time it has topped $1 billion. That's the good news. The bad news is that the competition is really intensifying.01:16 — CEO Sridhar Ramaswamy said, “We're also trying to continue to push out new AI solutions and technology as rapidly as possible.” There are startups and similarly sized companies, such as Databricks and Palantir, coming after it in that core market. But also bigger players (SAP, Oracle, Microsoft, Google Cloud, and others) are getting more deeply into this AI Data Cloud space.02:06 — Ramaswamy feels that Snowflake is very well positioned around this end-to-end data lifecycle spot that it has. He has been repeating relentlessly over the 18 months he's been CEO that businesses cannot have a successful AI strategy unless they first have a successful data strategy and are able to execute on that data very, very forcefully and consistently.03:30 — I mentioned Palantir, talked about them some last week—and the phenomenal Q1 it had. It grew 48%. So I really applaud Snowflake for 32% growth. But here's Palantir in a similar space—analytics and AI—growing 48%, which is a 50% higher growth rate than what Snowflake just posted. Databricks is growing very rapidly as well, doing some good things.03:54 — Lots of competition there, but—as always in the Cloud Wars—the biggest winners are always, always the customers. Later, we'll have a long, detailed article on Cloud Wars about Snowflake's Q2 results, perspectives from Ramaswamy, and some of my own thoughts about how this all shapes out. Visit Cloud Wars for more.

Host Chris Moody sits down with Jillian Lellis to explore how AI is revolutionizing account-based marketing and the critical importance of sales-marketing alignment in modern B2B strategies. The conversation dives deep into the practical challenges of building effective target account lists, the role of AI in account prioritization, and why data quality remains the foundation of successful marketing operations. Jillian shares real-world examples of how her team at Algolia successfully transitioned from SQL-focused metrics to ABX qualified accounts, emphasizing the change management and collaborative processes required for success. The discussion also tackles the balance between leveraging AI for efficiency while maintaining the human creativity and strategic thinking that drives competitive advantage.Listen to discover actionable insights on building unified account strategies and practical approaches to AI implementation in B2B marketing.Key TakeawaysTarget Account List AlignmentSuccess requires early sales involvement and approval before going live with any target account strategy.AI as Enhancement, Not ReplacementAI improves account scoring and prioritization but requires human oversight and verification to avoid costly mistakes.Data Foundation FirstYou cannot automate or AI-optimize broken processes - solid data quality and operational foundations are essential.Start Small with AIBegin with specific use cases rather than trying to automate everything at once.Sales-Marketing CollaborationRegular check-ins and clear communication remain critical, even as AI handles more routine tasks.Quotes"Trust, but verify. AI can be wrong, and you can't just blindly trust it."Best Moments (02:31) – Data Analytics Evolution Jillian's unique journey from heavy equipment to FinTech to marketing operations(05:49) – Target Account List Strategy The difference between ICP and TAL, and why sales alignment is non-negotiable(12:12) – AI in Action How predictive models and journey stages are transforming account prioritization(18:57) – AI Gone Wrong Real examples of when AI provides incorrect data and the importance of verification(25:11) – Sales-Marketing Collaboration A manager's creative AI pilot project for contact prioritization(29:33) – The Future of ABM How AI is changing account scoring beyond traditional data modelsTech Recommendations:Hex – Data analytics and coding platformChatGPT – AI assistance for documentation and workflow optimizationClaude – AI tool particularly effective for coding tasksResource RecommendationsPodcastsMorbid – True crime podcast (Jillian's personal favorite for non-work listening)Shout-OutsSarah McNamara - Founder @ #samsalesCarly Taylor - Field CTO, Gaming, Databricks.About the GuestJillian Lellis is a Data-driven GTM operator with 15+ years of experience spanning marketing ops, analytics, and data science. Jillian started her career building predictive models and experimenting with customer segmentation—and now she builds scalable systems that align GTM strategy, pipeline health, and operational excellence. Currently making AI-powered search smarter at Algolia.Website: ⁠www.algolia.com⁠⁠Connect with Jillian⁠.

Spreadsheets, SCADA systems, terabytes of old data, and a surprising amount of laughter, this one has it all. Jacob and Julie sat down with Bobby Neelon from Drill Down Analytics to finally ask the “dumb” questions most people are too shy to bring up about energy, oil and gas, and the mysterious world of data. Bobby breaks down how companies actually deal with messy files (yes, even those dusty paper records), why AI and machine learning are shaking up the industry, and what makes tools like Power BI, Spotfire, Snowflake, and Databricks different without getting lost in jargon. Along the way, we swap stories about the ridiculous challenges of working in spreadsheets, the quirks of SCADA, and what it means to move everything into the cloud. Whether you're brand new to energy or secretly love a good data puzzle, this episode makes the complicated stuff easy, and pretty fun too.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro00:54 - What is data03:36 - Does old data matter05:54 - Biggest problems with data in oil and gas11:54 - Pre-AI era in data analytics15:38 - Importance of knowing end goals18:24 - Jargon and terminology in data19:20 - Overview of Spotfire24:10 - Snowflake vs Databricks comparison30:05 - High-tech advancements in oil and gas32:10 - Understanding SCADA data35:09 - Cloud storage solutions37:20 - On-premises data management41:38 - Future trends in data analytics44:43 - Last minute file suffix game50:30 - Introduction to YAML52:28 - Outrohttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Frédéric Forest est expert Data Visualisation et a monté un cabinet de conseil spécialisé sur la data et notamment sur PowerBI : Datatorii.On aborde :

What does it really mean to be “agentic-ready”? On The Ravit Show, I had an insightful conversation with Aakarsh Kishore, Chief Product Officer at MathCo, at the Data + AI Summit, and we unpacked what that looks like in practice.We explored:-- Contextual solutions — and why understanding enterprise context is key to building AI agents that actually deliver value-- The concept of a “supercharged brain” — MathCo's vision for decision intelligence that goes beyond dashboards and reports-- NucliOS — MathCo's AI decisioning platform that plugs into the Databricks Data Intelligence Platform to help enterprises scale decision-making across teamsAakarsh also shared how the MathCo + Databricks partnership is shaping real-world use cases — and how they're thinking about AI that's both scalable and deeply enterprise-aware.#data #ai #databricks #DataAISummit #theravitshow

Ex-Polytechnique, Hugo Palmer est aujourd'hui Senior Staff Engineer pour l'Analytics chez Decathlon où il pilote la vision tech de la stratégie Analytics. Avant ça, il a passé 7 ans dans l'équipe Data de BlaBlaCar à manager plusieurs équipes.On aborde :

GenAI didn't just change how we work — it changed who has access to data. I sat with with Matthew Carroll, CEO of Immuta, at Data + AI Summit by Databricks, and we talked about one of the biggest shifts happening in data right now: everyone in the org is suddenly a data user — whether governance teams are ready for it or not.We covered:- How to scale governance without becoming a blocker- What happens when a marketing manager can chat with a database in plain English — and how to keep control without killing the magic- Why writing one-off policies for each GenAI use case is a fast path to chaos- And the real difference between self-service with guardrails vs just opening the floodgatesMatt had strong views on where policy management needs to go — and how Immuta is helping orgs strike the right balance between agility and accountability.Always a blast hosting, Matthew Carroll on The Ravit Show!!!!#data #ai #datasecurity #immuta #theravitshow

Send us a text00:00 - Databricks Targets $100b in New Round08:42 - Canva Launches Tender at $42b Valuation15:27 - Eight Sleep Raises $100m at $1.5bNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

At the EUVC Summit 2025, Mehmet Atici from Bek Ventures aimed a popular narrative—that Europe is underperforming as a tech region. Not because it's untrue, but because it's incomplete.“Yes, there's catching up to do. But you can't argue there's no dynamism in Europe—it's just not evenly distributed.”And once you look closer, the picture changes fast.Much of the “Europe must act” discourse comes from the continent's largest economies—France, Germany, and the UK. But productivity data tells a different story:Poland and Bulgaria are growing steadily.Ecosystems in Tallinn, Lisbon, and Barcelona are booming—fueled in part by digital nomad visas.Eastern European founders are making waves well beyond their borders—with names behind global giants like Databricks and Snowflake.“Building a business isn't a lifestyle choice for them. It's a global ambition from day one.”These founders bring international exposure, capital efficiency, and hunger—without the insular networks that often define more mature markets.Sure, improving regulation—around stock options, company formation, or funding incentives—helps. But as Mehmet put it:“That's medicine without a proper diagnosis.”The bigger issue isn't operational—it's strategic positioning.The U.S. remains the most attractive market: a single language, deeper capital markets, and cultural cohesion.Europe's software market is just 23% of global share, compared to 43% in North America.So even if we fix the mechanics, the gravitational pull of the U.S. won't go away. And in some cases, a European identity may actually slow access to that market—not speed it up.What if fragmentation wasn't our weakness—but our untapped advantage?“The most thriving tech ecosystems are the most politically cohesive—because they serve founders, not flags.”Europe doesn't need to copy the U.S. to succeed. It needs to recognize excellence wherever it emerges, connect the dots, and support founders wherever they're starting from.In Mehmet's words:“Our opportunity is to transcend borders—not erase them.”“Let's not forget: the original EU model was ‘United in Diversity.'”It wasn't a flaw. It was a feature.Europe's next wave of global founders may not come from the centers you expect—but they're already building. Our job is to back them, bridge them, and help them win on a global stage.Let's get to it.Not Just Paris, London, BerlinEurope's Problem Isn't Just PolicyFrom Fragmentation to SuperpowerThe Original European Model Still Applies

Send us a text00:00 - Intro00:54 - Databricks Targets $100b in New Round01:53 - Canva Launches Tender at $42b Valuation02:49 - Crusoe Eyes $1b Raise at $10b Valuation03:27 - Anthropic Doubles Raise to $10b at $170b04:15 - Eight Sleep Raises $100m at $1.5b04:47 - Manus Hits $90m ARR in 6 Months05:17 - Anduril Sponsors Ohio State Athletics06:18 - Stripe / MetaMask Launch mUSD Stablecoin

Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen's Databricks bet return $30B+? 18:10 – Who really gets rich when mega-unicorns IPO? 19:30 – Is the return of Chamath's SPACs the ultimate bubble signal? 28:00 – Should OpenAI staff be cashing out billions in secondaries? 33:30 – Founder raises $130M… then walks away. Is this the new normal? 36:30 – Nubank's $2.5B profit: The best FinTech in the world? 48:00 – On Running at $15B: Can consumer brands still be VC-backed rockets? 52:00 – CoreWeave takes on $11B in debt: smart bet or ticking time bomb? 1:11:00 – Will AI spend really hit trillions—or is it all hype?  

Firecrawl nabbed Shopify's CEO Tobias Lütke as an investor from a gutsy email after they discovered he was using the product. Also, The round, which pushes Databricks' valuation to $100B, was co-led by Insight Partners and Thrive. CEO Ali Ghodsi says he's found an enormous untapped AI agent market to spend the funds. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's show:In this TWiST 500 double feature, Alex sits down with two breakout founders: Chalk's Marc Freed-Finnegan & Tollbit's Toshit Panigrahi!First, Chalk's CEO Marc Freed-Finnegan is tackling one of AI's biggest bottlenecks—data freshness. Instead of relying on stale batch jobs, Chalk delivers real-time pipelines for inference compute, automatically transpiling Python into C++/Rust so it can run blazing fast in production. Investors are calling it the ‘next Databricks'—and after hearing this convo, you'll see why.Then, Tollbit's CEO Toshit Panigrahi returns after raising a $24M Series A and signing up 1,400+ publishers. With RAG traffic exploding and robots.txt losing its teeth, their ‘bot paywall' could reshape how AI agents pay for the content they consume. Are we heading for a Spotify moment for data licensing?A must-watch if you care about the economics of AI, from data pipelines to publisher monetization.Timestamps:(0:00) Intro + sponsors(1:03) Alex tees up two Twist 500 interviews: Chalk & Tolbert(2:47) Why AI is shifting from training compute to inference compute(4:41) Data freshness & real-time inference explained(10:43) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(12:00) How Chalk transpiles Python into C++/Rust for speed(18:52) Chalk's business model, margins & $500M valuation(20:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(21:24) Show Continues…(28:02) Tollbit returns: $24M Series A & the rise of RAG bot traffic(30:37) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(31:41) Show Continues…(36:53) Robots.txt losing relevance & the case for bot paywalls(39:19)Publishers, AI agents & the future economics of the webSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:43) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:11) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:37) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

AI startups in 2025 have raised $122 billion, with the United States accounting for $104 billion of the total. In the second quarter, AI companies secured $50 billion, nearly half of all venture capital invested during that period. Major deals include Meta's $14.3 billion investment in Scale AI, Anduril's $2.5 billion round led by Founders Fund, and Safe Superintelligence's $2 billion from Greenoaks, Alphabet, and Andreessen Horowitz. The sector is seeing increased investment in infrastructure-heavy AI projects, supported by a proposed $92 billion federal funding package. Overall venture capital funding has declined to $101.5 billion in the second quarter due to an ongoing IPO drought, with major AI firms such as Databricks and OpenAI remaining private. Capital is increasingly concentrated among leading AI startups, making fundraising more difficult for smaller companies, while investment firms like SoftBank, Andreessen Horowitz, Tiger Global, Sequoia, and Lightspeed continue to lead in AI investments.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Investor Professor Podcast (Ep. 172), Ryan and Cameron dive deep into the latest market movers. They break down Palantir's blockbuster earnings, Alex Karp's bold comments to short sellers, and the stock's meteoric 134% year-to-date rise. The conversation explores Palantir's growing influence as a talent magnet in tech, its valuation risks, and the competitive landscape with Databricks. The hosts also analyze Figma's roller-coaster IPO performance, the challenges of timing IPO investments, and why investor psychology plays such a crucial role in early trading dynamics.The discussion expands to CoreWeave's volatile lockup expiration, employee stock decisions, and how leverage often amplifies risk in frothy markets. Ryan and Cameron also preview upcoming earnings from Home Depot and Target—highlighting the consumer backdrop, Amazon's aggressive expansion into grocery delivery, and what it means for retail. Wrapping up, they touch on Buffett's new bets in UnitedHealth and DR Horton, Michael Burry's surprising long positions (including Mercado Libre), and how Fed policy and Jackson Hole may shape the next market leg. It's a timely mix of earnings, behavioral finance, and market insights that investors won't want to miss.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Knowledge is Eventually Consistent // MLOps Podcast #335 with Devin Stein, CEO of Dosu.Grateful to  @Databricks  and  @hyperbolic-labs  for supporting our podcast and helping us keep great conversations going.Join the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletter// AbstractAI as a partner in building richer, more accessible written knowledge—so communities and teams can thrive, endure, and expand their reach.// BioDevin is the CEO and Founder of Dosu. Prior to Dosu, Devin was an early engineer and leader at various startups. Outside of work, he is an active open source contributor and maintainer.// Related LinksWebsite: https://github.com/devsteinhttps://www.youtube.com/watch?v=sC8aW47DqPghttps://www.youtube.com/watch?v=PuM0Gd3txfQhttps://www.youtube.com/watch?v=ah6diDQ9wywhttps://www.youtube.com/watch?v=x22FEQic8lg~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Devin on LinkedIn: /devstein/Timestamps:[00:00] Devin's preferred coffee[00:53] Facts agent overview[03:47] Decision state detection[07:55 - 8:41] Databricks ad[08:42] Context-dependent word meanings [15:25] Fact lifecycle management[24:40] Maintaining quality documentation[30:10 - 31:06] Hyperbolic ad[31:07] Agent collaboration scenarios [38:22] Knowledge maintenance[44:10] Deployment and integration strategies[48:13] Flywheel data approach[51:54] Horror story engineering function[54:32] Wrap up

Skip The Interview Prep, Lose the Job. Here's How To Fix It I Varun Puri I CEO of Yoodli Most people treat interviews like pop quizzes. They wing it. Then wonder why they keep coming in second. Here's the thing: If  you don't rise to the occasion. You sink to the level of your practice. And even for most execs? That level can be none. Varun Puri—ex-Google, debate shark, and co-founder of Yoodli—is done watching smart people blow it because they never practiced the one thing that matters: how they sound when it counts. Yoodli isn't a coach. And, It's not “content.” It's your AI interview  sparring partner— built to catch every “um,” dodge every ramble, and turn your half-baked answers into mic-drop moments. That's why Korn Ferry, Google, Snowflake, Databricks, and use it—because nothing kills a deal faster than a boring, muddled interview.   In this episode: The painful reason brilliant execs still tank interviews The three invisible habits that scream “don't hire me” How to stack 15,000 practice reps without begging for anyone's time Why public speaking fear beats fear of death (and what to do about it) What actually changes when feedback is instant and can't be ignored Listen now. Or keep losing to the person who did.

Private tech companies going public have accelerated in recent months, seen in debuts like CoreWeave (CRWV) and Circle (CRCL). Christian Munafo talks about what's driving the pace in demand for tech IPOs and why larger companies like SpaceX and Databricks are taking their time. He adds that mega caps like Alphabet (GOOGL) and Microsoft (MSFT) are continually searching for innovation, and Christian says they often pluck companies from the IPO basket.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into AI, venture capital, and what it really takes to get into the best deals. Key Takeaways from the Podcast 1. AI Growth and Market Dynamics Revenue growth is accelerating in big AI companies like Anthropic. There's an AI benchmarking race where many products seem similar, but differentiation still matters—Ben Miller doesn't believe AI is a commodity at all. The biggest AI players continue to extend their lead, creating a “winner-take-most” dynamic. 2. Venture Capital Strategy and Concentration How much concentration is acceptable in a venture fund: up to 50% of the portfolio can be concentrated in just two companies. Importance of building a pipeline (“bench”) of potential giants like OpenAI, Anthropic, and Databricks. Leveraging scouts in key hubs like San Francisco to source the next wave of private growth companies. 3. Valuation and Economic Concepts Growth-Adjusted Revenue Multiple as a more nuanced valuation approach for high-growth companies. Baumol Effect – rising costs in labor-intensive sectors despite limited productivity gains, and how this might influence AI adoption and consumer behavior. 4. Access and Allocation Challenges Figma IPO: Allocation was difficult even for well-connected investors; demand for strong growth companies far outstrips supply. Innovation Fund's approach: invested in 6 of the top 50 companies on the CNBC Disruptor list. The battle of connections and wealth—strong networks often determine who gets into the best deals. See related post:  The Futility Of Chasing Allocation In A Hot IPO Company 5. Strategic Advantages for Investors Directing a 2M+ user base to both invest in and use portfolio company products (examples: Ramp, Flywheel) as a growth driver. Using product adoption to create a feedback loop of higher valuations and more capital access. 6. Macro Perspectives on AI China's optimistic, aggressive push into AI contrasts with America's more cautious and sometimes pessimistic stance. Why I'm personally increasing my allocation to AI—both as a long-term growth opportunity and as a hedge against missing the next big wave. Invest in Private Growth Companies With Fundrise Companies are staying private longer, which means more gains go to early private investors rather than the public. If you don't want to fight in the IPO “Hunger Games” for scraps, consider Fundrise Venture. About 80% of the Fundrise venture portfolio is in artificial intelligence—an area I'm extremely bullish on. In 20 years, I don't want my kids asking why I ignored AI when it was still early. The investment minimum is just $10, compared with $200,000+ for most traditional venture funds (if you can even get in). You can also see exactly what the fund holds before you invest, and you don't need to be an accredited investor. Subscribe To Financial Samurai  Pick up a copy of my USA TODAY national bestseller, Millionaire Milestones: Simple Steps to Seven Figures. I've distilled over 30 years of financial experience to help you build more wealth than 94% of the population—and break free sooner. To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise. To Your Financial Freedom, Sam

Global venture capital (VC) investment in generative artificial intelligence (GenAI) surged to $49.2 billion in the first half of 2025, outpacing the total for all of 2024 ($44.2 billion) and more than double the total for 2023 ($21.3b), according to EY Ireland's latest Generative AI Key Deals and Market Insights study. The sharp rise in overall deal value comes despite a near 25% drop in the number of transactions for the first six months of 2025 versus the second half of 2024, as VC firms concentrate on more mature, revenue-generating AI companies, resulting in fewer but significantly larger deals. Average transaction size for late-stage deals more than tripled to more than $1.55 billion, up from $481 million in 2024, while early-stage VC rounds declined, and angel and seed rounds saw no change. A wave of high-value investment into some of the most established players has underpinned this record first half of the year, including SoftBank's commitment to OpenAI which could reach $40 billion, xAI's $10 billion funding round, and major investments in Databricks ($5 billion), Anthropic ($3.5 billion), Mistral AI ($600 million), and Harvey ($600 million). Additionally, Agentic AI - which enables systems to perceive, decide and act autonomously - has emerged as a key growth area. Capgemini's $3.3 billion acquisition of WNS and Berlin-based Parloa's $120 million raise, propelling it to a $1 billion valuation, are among the notable deals in this area. While not covered in the data for the first half of the year, the recent acquisition of Irish predictive media analytics firm NewsWhip by Sprout Social is a welcome boost to the local sector. Commenting on the findings Grit Young, EY Ireland Techology, Media and Telecoms Lead said: "GenAI continues to reshape the investment landscape at an extraordinary pace. The first half of 2025 has already surpassed last year, which was also a high-water mark. That momentum is expected to continue and build further into the second half of the year with the launch of new GenAI platforms and their faster revenue generation capabilities. "While there was substantial concern at the start of the year with the launch of DeepSeek that investment in GenAI was likely to trend downwards, the results for the first half of the year point to a very different scenario. We are seeing a clear pivot to fewer but more substantial investments, which are pointed towards more mature companies and platforms that can demonstrate they can deliver real-world impact and return on investment. This growth is being fuelled by rising adoption across industries, high demand for sector-specific solutions and continued innovation in AI hardware, particularly semiconductors. "GenAI is entering a new phase, and the scale of investment reflects growing confidence in its commercial potential. The recent results from the 'Magnificent Seven' underscore how rapidly this technology is being adopted by customers, and we would expect that the investment trajectory is likely to accelerate through the second half of the year and beyond. "It would appear that GenAI has skipped through the traditional 'trough of disillusionment' for new technology adoption quite quickly and has now moved into another upswing cycle." Opportunities remain for Ireland Ireland has emerged as a strong adopter of AI, with 63 per cent of startups using the technology and 36 per cent embedding it at the core of their business models. However, many AI startups are struggling with access to capital and infrastructure. Grit Young says: "In Ireland, the appetite for AI adoption is strong, and we are working with many indigenous and international companies who are already well established on their AI journey. However, for AI startups, the funding environment remains challenging, particularly in the €1 million to €10 million funding space. "Many high-potential startups find themselves in a difficult middle ground, too advanced for early-stage support, yet not quite large ...

Meet Venkata Ramana Reddy Bussu—a Senior Cloud Solutions Engineer & SAP Architect whose fingerprints are on some of the world's most complex enterprise transformations ☁️

How are product leaders building game-changing platforms in the age of AI? In this episode of the CPO Rising Series hosted by Products That Count Resident CPO Renee Niemi, Databricks Senior Vice President of Product Management David Meyer will be speaking on building transformative product strategies in the data and AI landscape. Meyer shares insider insights from Databricks' journey, revealing how product leaders can create innovative platforms that reshape entire industries while staying true to a long-term vision.

In the latest episode ofThe New Stack Agents, Naveen Rao, VP of AI at Databricks and a former neuroscientist, reflects on the evolution of AI, neural networks, and the energy constraints that define both biological and artificial intelligence. Rao, who once built circuit systems as a child and later studied the brain's 20-watt efficiency at Duke and Brown, argues that current AI development—relying on massive energy-intensive data centers—is unsustainable. He believes true intelligence should emerge from low-power, efficient systems, more aligned with biological computing.Rao warns that the industry is headed toward “model collapse,” where large language models (LLMs) begin training on AI-generated content instead of real-world data, leading to compounding inaccuracies and hallucinations. He stresses the importance of grounding AI in reality and moving beyond brute-force scaling. Rao sees intelligence not just as a function of computing power, but as a distributed, observational system—“life is a learning machine,” he says—hinting at a need to fundamentally rethink how we build AI.Learn more from The New Stack about the latest insights about the evolution of AI and neural networks: The 50-Year Story of the Rise, Fall, and Rebirth of Neural NetworksThe Evolution of the AI Stack: From Foundation to AgentsJoin our community of newsletter subscribers to stay on top of the news and at the top of your game. 

What if AI made switching platforms effortless—and what would that mean for SaaS? This week on Topline, Sam Jacobs, Asad Zaman, and AJ Bruno unpack the latest headlines around Databricks, Snowflake, and Ramp to explore whether AI is truly shifting the foundations of enterprise software. They debate the reality behind “vibe coding,” question whether AI is actually boosting productivity (or just slowing us down), and discuss why so much of today's AGI conversation feels overhyped. Plus: the rise of nano agents, the illusion of developer efficiency, and what jobs might look like in 2030.   Thanks for tuning in! New episodes of Topline drop every Sunday and Thursday.   Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Elevate your 2026 strategy and join us from September 23 to 25 in Washington, D.C. Use code TOPLINE for 10% off your GA ticket.   Stay ahead with the latest industry developments and emerging go-to-market trends with Topline Newsletter by Asad Zaman. Subscribe today.   Tune in to The Revenue Leadership Podcast every Wednesday, where host Kyle Norton talks with real revenue operators and dives deep into what it takes to succeed as a modern revenue leader.   You're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast!   This episode is sponsored by UserEvidence. Want to know what actually moves the needle on trust? Download The Evidence Gap, a data-backed report on the customer proof that drives real results. Get it now at userevidence.com/evidence.   Key Chapters: (00:00) - Welcome and Introductions  (02:00) - The Retreat Recap and Business Decisions  (04:30) - The Vanishing Switching Costs in SaaS and Cloud  (07:00) - Skepticism Around Kubernetes and Cloud Portability  (09:00) - Middle Market and SMB: Where AI-Enabled Switching Gains Traction  (12:00) - The Paradox of Switching Costs and Enterprise Inertia  (15:00) - The Ramp Phenomenon: Outpacing Incumbents with AI-Driven Finance  (18:00) - Future of Finance Teams: Human + AI Agents Collaboration  (22:00) - The Challenge of AI Hallucinations and Model Reliability  (26:00) - The Reality Check: AI Tools Slowing Developers Down  (29:30) - The Evolving Role of QA: More Fun or More Tedious?  (34:30) - Vibe Coding: Promise, Reality, and Use Case Limitations  (38:30) - Centralized AI Agents vs. Specialized Nano Agents  (42:30) - Envisioning 2030 Businesses: AI's True Impact Unfolds  (45:30) - Defining General and Super Intelligence: Myth vs. Reality  (50:30) - The AI Singularity and Moral Frameworks: Can Machines Learn Ethics?  (54:30) - The Grains of Sand, Rubik's Cube Permutations, and AI Complexity  (57:30) - Lighthearted Hot Takes: WNBA Enjoyment & Infinity Skepticism  (59:00) - Shoutouts to Masterminds, Meals, and Podcasts  (01:02:30) - Parting Thoughts on AI Adoption and CTAs for Listeners

In today's episode of Tech Talks Daily, I sat down with Andy Bell, Head of Data Product Management at Precisely, to explore a challenge that many organizations continue to underestimate: the role of data integrity in AI strategies. With only 12 percent of businesses expressing confidence in the quality of their AI data, it's clear that the rush to implement AI is often outpacing the readiness of the data that supports it. Andy and I unpack what happens when enterprises leap into generative or agentic AI without addressing foundational data issues. From hallucinations to bias to unreliable outputs, the risks are significant. As we discussed, these risks don't just impact models — they erode trust with customers and complicate accountability, especially in regulated industries where traceability is non-negotiable. We then explored the power of third-party data enrichment and how it can offer much-needed context that internal datasets often lack. Andy shared real-world examples, including how a major delivery company saved 65 million dollars by optimizing address accuracy and how San Bernardino County used Precisely's wildfire risk models to improve emergency planning. These aren't abstract use cases — they show measurable business value. Andy also introduced the Precisely Data Link program, a solution designed to make it easier to connect, manage, and query multiple third-party datasets. With persistent IDs and flexible delivery methods through APIs, managed services, and platforms like Snowflake and Databricks, Precisely is helping organizations speed up time to value while reducing integration headaches. Looking ahead, Andy shared how Precisely is building AI capabilities that allow users to query third-party data using natural language. This shift aims to make complex data interactions more intuitive and accessible to business users who may not be data engineers. If data is the fuel for AI, then the quality and context of that data will define the road ahead. Is your organization doing enough to ensure its data can be trusted by the AI it deploys?

Daliana's newsletter on how to find your edge in the AI age and live events: https://dalianaliu.kit.com/e0dcfc214bDaliana interviewed her friend of 10 years, Mike Lo, on how he went from a physics PhD to Sales Engineer at Databricks, and fun stories of their friendship in LA.Mike Lo's Linkedin: https://www.linkedin.com/in/hellomikelo/

Ron Gabrisko is the Chief Revenue Officer at Databricks, where he joined in 2016. Under his leadership, Databricks has scaled from $0 to over $4BN in annual revenue. He has grown the sales team from 0 to over 1,000 globally, leading expansion into enterprise, government, and international markets. Ron previously held senior sales roles at Cloudera and IBM, bringing deep experience in data and AI infrastructure. His tenure at Databricks has been defined by hypergrowth, multi-product adoption, and world-class GTM execution. Agenda for Today: 00:04 – The Databricks Origin Story: Ali, Ben Horowitz & 7 PhDs 00:08 – Ali vs JPMorgan: Turning Down $10M to Stay Cloud-First 00:13 – Prospecting Day: How Ron Scaled the GTM Culture 00:16 – Why Databricks' Pricing Model Was Its Secret Weapon 00:19 – Enterprise vs SMB: The Risky Bet That Paid Off 00:23 – From $2M to $13M ARR: How Ron Built the First Sales Engine 00:29 – Can AI Replace Salespeople? Ron's Brutally Honest Take 00:36 – How to Get Your First Million-Dollar Rep (and Keep Them) 00:42 – The Culture Secret Behind Scaling to 5,000 Sales Reps 00:45 – Why Databricks Waited Until $500M ARR to Go International 00:52 – What Makes a Great Sales Meeting? Ron's Gold Standard 00:58 – The Snowflake Wars: Why Ron Says Databricks Is 5 Years Ahead  

Bret Taylor's legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI (yes, during that drama), co-creating both Google Maps and the Like button, and founding three companies. Today he's the founder and CEO of Sierra, an AI agent company transforming customer service. He's one of the few people I've met who's been wildly successful at every level—from engineer to C-suite executive to founder—and across almost every discipline, including PM, engineer, CTO, COO, CPO, CEO, and board member.In this conversation, you'll learn:1. The brutal product review that nearly ended his Google career—and how that failure led to creating Google Maps2. The question Sheryl Sandberg taught him to ask every morning (“What's the most impactful thing I can do today?”) that transformed how he approached every role3. The three AI market segments that matter4. Why AI agents will replace SaaS products5. His framework for knowing whose advice to actually listen to—and how that came in handy during the OpenAI board drama6. The counterintuitive go-to-market strategy most AI startups get wrong7. Sierra's outcome-based pricing model that's transforming how enterprise software is sold (and why every SaaS company should adopt it)8. What he's teaching his kids about AI that every parent should know—Brought to you by:CodeRabbit—Cut code review time and bugs in half. Instantly: https://coderabbit.link/lennyBasecamp—The famously straightforward project management system from 37signals: https://www.basecamp.com/lennyVanta—Automate compliance. Simplify security: https://vanta.com/lenny—Where to find Bret Taylor:• X: https://x.com/btaylor• LinkedIn: https://www.linkedin.com/in/brettaylor/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Bret Taylor(04:10) Bret's early career and first major mistake(08:24) The birth of Google Maps(11:57) Lessons from FriendFeed and the importance of honest feedback(31:30) The future of coding and AI's role(45:26) Preparing the next generation for an AI-driven world(48:46) AI in education(52:05) Business strategies in the AI market(01:04:38) Outcome-based pricing in AI(01:09:15) Productivity gains and AI(01:17:35) Go-to-market strategies for AI products(01:21:49) Lightning round and final thoughts—Referenced:• Marissa Mayer on LinkedIn: https://www.linkedin.com/in/marissamayer/• “Lazy Sunday”—SNL: https://www.youtube.com/watch?v=sRhTeaa_B98• Quip: https://quip.com/• Sierra: https://sierra.ai/• FriendFeed: https://en.wikipedia.org/wiki/FriendFeed• Sheryl Sandberg on LinkedIn: https://www.linkedin.com/in/sheryl-sandberg-5126652/• Jim Norris on LinkedIn: https://www.linkedin.com/in/halfspin/• Paul Buchheit on X: https://x.com/paultoo• Sanjeev Singh on LinkedIn: https://www.linkedin.com/in/sanjeev-singh-20a1b72/• Barack Obama: https://www.obamalibrary.gov/obamas/president-barack-obama• Oprah Winfrey: https://en.wikipedia.org/wiki/Oprah_Winfrey• Ashton Kutcher: https://en.wikipedia.org/wiki/Ashton_Kutcher• PayPal Mafia: https://en.wikipedia.org/wiki/PayPal_Mafia• Sam Altman on X: https://x.com/sama• Warren Buffett on X: https://x.com/warrenbuffett• Unix: https://en.wikipedia.org/wiki/Unix• Fortran: https://en.wikipedia.org/wiki/Fortran• C: https://en.wikipedia.org/wiki/C_(programming_language)• Python: https://www.python.org/• Perl: https://www.perl.org/• Rust: https://www.rust-lang.org/• Eleven Labs: https://elevenlabs.io/• The exact AI playbook (using MCPs, custom GPTs, Granola) that saved ElevenLabs $100k+ and helps them ship daily | Luke Harries (Head of Growth): https://www.lennysnewsletter.com/p/the-ai-marketing-stack• Confluent: https://www.confluent.io/• Databricks: https://www.databricks.com/• Snowflake: https://www.snowflake.com• Harvey: https://www.harvey.ai/• Behind the founder: Marc Benioff: https://www.lennysnewsletter.com/p/behind-the-founder-marc-benioff• Larry Summers's website: https://larrysummers.com/• AutoCAD: https://www.autodesk.com/products/autocad/overview• Revit: https://www.autodesk.com/products/revit/• The art and science of pricing | Madhavan Ramanujam (Monetizing Innovation, Simon-Kucher): https://www.amazon.com/Monetizing-Innovation-Companies-Design-Product/dp/1119240867• Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam: https://lenny.substack.com/p/pricing-and-scaling-your-ai-product-madhavan-ramanujam• Cursor: https://cursor.com/• CodeX: https://openai.com/codex/• Claude Code: https://www.anthropic.com/claude-code• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• DirecTV: https://www.directv.com/• SiriusXM: https://www.siriusxm.com/• Wayfair: https://www.wayfair.com/• Akai: https://www.akaipro.com/• Chubbies Shorts: https://www.chubbiesshorts.com/• Weight Watchers: https://www.weightwatchers.com/• CLEAR: https://www.clearme.com/• Stripe: https://stripe.com/• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• Twilio: https://www.twilio.com/• ServiceNow: https://www.servicenow.com/• Adobe: https://www.adobe.com/• Jobs to be done: https://jobs-to-be-done.com/jobs-to-be-done-a-framework-for-customer-needs-c883cbf61c90• The ultimate guide to JTBD | Bob Moesta (co-creator of the framework): https://www.lennysnewsletter.com/p/the-ultimate-guide-to-jtbd-bob-moesta• Inception: https://www.imdb.com/title/tt1375666/• Alan Kay's quote: https://www.brainyquote.com/quotes/alan_kay_100831• Jobs at Sierra: https://sierra.ai/careers—Recommended books:• Monetizing Innovation: How Smart Companies Design the Product Around the Price: https://www.amazon.com/Monetizing-Innovation-Companies-Design-Product/dp/1119240867• Competing Against Luck: The Story of Innovation and Customer Choice: https://www.amazon.com/Competing-Against-Luck-Innovation-Customer/dp/0062435612• Endurance: Shackleton's Incredible Voyage: https://www.amazon.com/Endurance-Shackletons-Incredible-Alfred-Lansing/dp/0465062881—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Join this episode of DM Radio as host Eric Kavanagh speaks with Steve Sobel of Databricks and Anmol Madan of RadiantGraph. Discover how data and AI are driving a long-overdue transformation in the U.S. healthcare system, a sector that accounts for nearly 20% of the GDP. Learn how modern data architectures, real-time analytics, and AI-driven personalization are enabling healthcare organizations to deliver more efficient, empathetic, and effective care. From breaking down data silos to engaging patients in smarter, more meaningful ways, the guests reveal how the right technology can radically improve outcomes for both providers and patients.

Episode 729: Sam Parr ( https://x.com/theSamParr ) talks to Zapier founder Wade Foster ( https://x.com/wadefoster ) about how to build AI Agents. — Show Notes: (0:00) Intro (5:57) DEMO: Instant Dossier (10:49) Model Context Protocol (19:30) DEMO: Read Strategy memos like a Harvard MBA (29:13) DEMO: Inbox Zero Agent (36:00) Getting your team to use AI (40:00) DEMO: Employee fraud detector — Links: • Zapier - zapier.com • Claude - Claude.ai • Glean - https://www.glean.com/ • Databricks - https://www.databricks.com/ • Superwhisper - https://superwhisper.com/ • Wisprflow - https://wisprflow.ai/ • N8n - https://n8n.io/ — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano

A new AI coding challenge has revealed its first winner — and set a new bar for AI-powered software engineers.  On Wednesday at 5pm PST, the nonprofit Laude Institute announced the first winner of the K Prize, a multi-round AI coding challenge launched by Databricks and Perplexity co-founder Andy Konwinski. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ankur Goyal is the founder and CEO of Braintrust, an end-to-end platform for building AI apps. Before that, he founded Impira, a data management platform that was acquired by Figma, where he went on to lead the AI team. Ankur kickstarted his career when he dropped out of college to join the founding team at SingleStore (formerly MemSQL), a formative experience that shaped his views on building for high-bar users. In today's episode, we discuss: • Ankur's early lessons on quality from MemSQL • How frustration with evals at Figma led to Braintrust • Why they delayed go-to-market (on purpose) • How to find product-market fit in a new market • Why building great software comes from a place of “paranoia” • And much more… Referenced: • Airtable: https://www.airtable.com/ • Adam Prout: https://www.linkedin.com/in/adam-prout-0b347630/ • Braintrust: https://braintrust.dev • Brian Helmig: https://www.linkedin.com/in/bryanhelmig/ • Coda: https://coda.io/ • Databricks: https://www.databricks.com/ • David Kossnick: https://www.linkedin.com/in/davidkossnick/ • Figma: https://www.figma.com/ • Goldman Sachs: https://www.goldmansachs.com/ • Kris Rasmussen: https://www.linkedin.com/in/kristopherrasmussen/ • Manu Goyal: https://www.linkedin.com/in/mngyl/ • MemSQL: https://www.singlestore.com/ (now SingleStore) • Nikita Shamgunov: https://www.linkedin.com/in/nikitashamgunov/ • OpenAI: https://openai.com/ • Snowflake: https://www.snowflake.com/ • Zapier: https://zapier.com/ Where to find Ankur: • LinkedIn: https://www.linkedin.com/in/ankrgyl/ • Twitter/X: https://x.com/ankrgyl Where to find Brett: • LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ • Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: • Website: https://firstround.com/ • First Round Review: https://review.firstround.com/ • Twitter/X: https://twitter.com/firstround • YouTube: https://www.youtube.com/@FirstRoundCapital • This podcast on all platforms: https://review.firstround.com/podcast Timestamps (02:02) Dropping out of college to join MemSQL (02:24) Key lessons from MemSQL (05:54) How to build quality software (08:51) The trick to recruiting well (12:03) Founding Impira and selling to Figma (19:45) How Braintrust was born (25:33) Why good founders are paranoid (28:08) How to recognize a real market opportunity (33:37) The biggest mistake at Impira (35:15) Inside Braintrust's first six months (40:57) How AI is reshaping Braintrust's future (42:32) The evolution of their prompt playground (46:53) Fighting to stay mission-driven (52:45) Make big bets, with extreme clarity (57:00) The cultural choices that shaped Braintrust (58:49) Hiring mistakes they won't repeat (1:03:07) What PMF really looks like