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Databricks

privateCommentary

Provides a cloud-based unified data analytics and AI platform built on Apache Spark and Delta Lake.databricks.com ↗

1 take · first discussed Feb 7, 2026

Where they land
Commentary
Who's weighed in
G
Takes
1
First discussed
Feb 7, 2026

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

GGuests
Commentary

Gerstner highlights Databricks as a clear AI beneficiary within software, citing three consecutive quarters of reaccelerating growth above 60% at scale, driven by the fact that all AI tools rely on data transformation that runs through its platform.

E260 · Feb 7, 20261 call ↓

The discussion

The only view represented comes from guest Brad Gerstner, who is bullish with high conviction on Databricks as of February 2026. He argues the company is a direct AI beneficiary because AI tooling depends on its data transformation platform, pointing to three consecutive quarters of reaccelerating revenue growth at over 60% as evidence. No other hosts provided theses on Databricks, so there is neither agreement nor disagreement to note among the regular All-In panelists.

How they got there

GGuests1 mention since Feb 7, 2026
Brad GerstnerPositiveE260Feb 7, 2026⚑

Gerstner highlights Databricks as a clear AI beneficiary within software, citing three consecutive quarters of reaccelerating growth above 60% at scale, driven by the fact that all AI tools rely on data transformation that runs through its platform.

I'll tell you a company that is doing this, Databricks. Databricks just reaccelerated the last 3 quarters. They're growing over 60% at scale. Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software”29:10
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.