1데이터브릭스
1위 — 데이터브릭스. 8개 AI 중 6개의 목록에 포함; 그 안의 중간 순위: 4. Its price rests on real sales: revenue growing about 80%, positive free cash flow, and no single big buyer.
알고 계셨나요
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.
- 무엇인가
- A data and AI software platform used by big companies.
- 강점
- Pays for itself and grows about 80%, at a lower multiple than SpaceX.
- 알아 두면 좋은 사람
- Useful for seeing what an AI price backed by real cash flow looks like.
- Valuation vs revenue~27x revenue
- 설립2013
- 본사샌프란시스코
여기 있는 이유
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.
알고 계셨나요
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.
역사
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.
유의할 점
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.
사람들의 말
The interest level was just insane. — Ali Ghodsi, Databricks CEO
더 알아보기
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.
동영상: What is Databricks? The Story Behind the Modern Data Platform (Visual Explanation) (영어) · Data with Baraa
