1Databricks
№ 1 — Databricks. У списках 6 з 8 ШІ; медіанне місце там: 4. Its price rests on real sales: revenue growing about 80%, positive free cash flow, and no single big buyer.
А ви знали
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.
- Що це
- A data and AI software platform used by big companies.
- Чим сильніший
- Pays for itself and grows about 80%, at a lower multiple than SpaceX.
- Кому корисно знати
- Useful for seeing what an AI price backed by real cash flow looks like.
- Valuation vs revenue~27x revenue
- Засновано2013
- Штаб-квартираСан-Франциско
Чому він тут
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.
А ви знали
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.
Історія
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.
Що варто врахувати
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.
Що кажуть люди
The interest level was just insane. — Ali Ghodsi, Databricks CEO
Де дізнатися більше
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.
Відео: What is Databricks? The Story Behind the Modern Data Platform (Visual Explanation) (англійською) · Data with Baraa
