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
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The sole thesis provided comes from guest Brad Gerstner, who holds a bullish, high-conviction view on Databricks as of February 2026. He argues the company is a direct beneficiary of AI adoption, pointing to three consecutive quarters of re-accelerating revenue growth exceeding 60% at scale, fueled by AI workloads that depend on data transformation. No other hosts offered a view on Databricks in the supplied material, so no agreement or disagreement can be noted beyond Gerstner's position.
Brad Gerstner highlights Databricks as a clear AI beneficiary, citing three consecutive quarters of re-accelerating growth above 60% at scale, driven by AI workloads that rely on data transformation.
Databricks just reaccelerated the last 3 quarters. They're growing over 60% at scale. Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space.”29:14