Workflow
Is Databricks Undervalued?

Snowflake had a billion dollar quarter growing 26%. Data bricks just said they're crossing 4 billion growing 50. It actually makes data bricks sound undervalued.Now this episode is a cracker. We discussed coreweave new bank data bricks hitting a hundred billion and much more. One thing I've learned about large amounts of money.What people say they'll do is meaningless. When you get the 10 million or hundred million offer from Meta, it rocks you back. And that's real competition.At some point you got to matc ...