1データブリックス
1位 — データブリックス. 8 の AI のうち 6 がリストに入れた／そこでの順位の中央値：4. Its price rests on real sales: revenue growing about 80%, positive free cash flow, and no single big buyer.
知っていましたか
Databricks bought the open-source AI startup MosaicML for $1.4 billion, according to Wikipedia. The Reuters article it cites says $1.3 billion, so the two sources disagree.
- どんなものか
- A data and AI software platform used by big companies.
- 強み
- Pays for itself and grows about 80%, at a lower multiple than SpaceX.
- 知っておくべき人
- Useful for seeing what an AI price backed by real cash flow looks like.
- Valuation vs revenue~27x revenue
- 設立2013
- 本社サンフランシスコ
ここにある理由
Databricks raised $5 billion at a $190 billion valuation. Its run-rate revenue is now past $7 billion, up from $5.4 billion in February. That is about 27 times revenue, a far lower multiple than SpaceX's.
Growth was above 80% year on year in Q2, up from 65% in February. The company was adjusted free cash flow positive over the last twelve months. More than 100 accounts each spend at a $10 million run-rate.
知っていましたか
Databricks' open model DBRX has 136 billion parameters, but uses only about 36 billion on average to produce an answer. The article says it cost $10 million to create.
歴史
Databricks was founded in 2013 by the people behind Apache Spark, a data tool built at the University of California, Berkeley. It started as a university research project before it became a company.
気をつけたい点
The $7 billion run rate and growth above 80% are company-reported, not audited. At $190B, that is about 27 times revenue, which leaves little room for slower growth.
Databricks has multibillion-dollar cloud commitments with all three big cloud providers, and its AI research is costly. Selling more shares to meet demand may upset older investors who were turned away.
人々の声
The interest level was just insane. — Ali Ghodsi, Databricks CEO
さらに知るには
Read the trial page first: it gives two weeks of full platform access with up to $400 in free usage. There is also a Free Edition with no expiration date.
動画: What is Databricks? The Story Behind the Modern Data Platform (Visual Explanation) (英語) · Data with Baraa
