The Fable mess by Anthropic and the previous drama by OpenAI have taught every enterprise buyer one important lesson: don’t put all your eggs in one basket. Humanity will better off because of it.

I left Google DeepMind, moved from SF to NYC, all within 2 weeks to join @quadrillion_ai — to build the future of automated research intelligence with the highest slope founder and most talent dense team. I grew up in Silicon Valley — the old Facebook office was my second home. I’d hang out there after school, drawing with my crayons while looking around at the sea of computers with lines of code. Since a young age, I felt empowered to have an array of interests beyond tech: piano, ballet, figure skating, art. The valley embraced diversity of thought, and that’s what inspired me to stay for Stanford and my career thus far. But today, SF is one big hive-mind. So, I moved to NYC, away from family and friends to build a company that doesn’t need to rely on a bubble to survive. I’m meeting customers day after day in all kinds of verticals, connecting with them in different ways and seeing our product bring real value. Here, I’m able to live in diversity of thought. I’m excited to build the future of research in the city of opportunity. Let’s chat if this excites you.

We're incredibly proud to congratulate our co-founder and CTO, @matei_zaharia, on receiving the ACM Prize in Computing for his development of distributed data systems that have enabled large-scale machine learning, analytics, and AI. Matei's open-source contributions have fundamentally changed how organizations work with data and AI — including Apache Spark™, Delta Lake, and MLflow. Researchers, nonprofits, startups, and enterprises across every industry have built on the foundation he helped create. Now he's pushing the frontier further, focusing on building and scaling reliable AI agents through open-source research like DSPy and GEPA. Matei, this recognition is so well deserved. We're honored to build alongside you every day. awards.acm.org/about/2025-ac…

New: AI agents are flooding GitHub, leading to a surge in traffic (14x last year's, by one metric). That's been a boon for the business, but has also led to a rise in outages recently, GitHub's COO tells @theinformation.

the venture capital bloodbath is coming and most vcs have zero idea agents will replace 90% of what associates and principals actually do: • deal sourcing through network analysis • due diligence via automated data mining • portfolio monitoring with real-time metrics • pattern matching across 10,000x more deals what exactly are you getting paid for when an agent can analyze every startup in your sector in 3 minutes? the entire industry is built on information asymmetry that ai just eliminated most funds will become algorithmic within 24 months the only vcs who survive are the ones who can actually build companies, not just write checks and send intros

It's a great day to be a founder: we've named @dougleone chairman of @sequoia. Doug passed the baton a few years back, but he never left: he’s been in the office, working on boards, and serving as consigliere to the next generation. When we realized how much gas Doug has left in the tank, we invited him to ramp back up as an investor at Sequoia. Please cut him some slack as he onboards over the next couple weeks. Let’s go!

We believe security needs to be open and agent-centric. 𝐋𝐚𝐤𝐞𝐰𝐚𝐭𝐜𝐡 is built directly on the open data lakehouse pattern. By bringing agentic automation directly to where your open data already lives, we're automating the heavy lifting in the Security Operations Center. As a result, you keep ownership of your data, your agents can operate on absolutely everything, and you get it done in a architecturally cost efficient way. databricks.com/blog/databric…

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…

I'm hiring interns for next summer at @databricks! Specifically on (1) empirical RL at scale on non-verifiable tasks and (2) enabling real people specify the behaviors they want out of AI (e.g., through evals) on highly complex tasks. 🧵

People often ask me why we think Databricks can succeed in new areas we expand to. This is the recipe why: we build stellar teams in areas where we think we can greatly improve on the status quo. Lakehouse was one, Lakebase is next, but there's more coming, especially in AI.

We’re proud to share that Databricks has been named a Leader in the 2025 @Gartner_inc Magic Quadrant™ for Cloud Database Management Systems for the fifth year in a row! The Databricks Platform enables everyone in your organization to use data and AI. New innovations like Agent Bricks and Lakebase empower teams to create production-ready AI agents that operate securely on real-time, governed data, all on an open platform. Download the report to see why we continue to be named a Leader in cloud data management. databricks.com/resources/ana…