In this episode of 'Company Breakdowns', Erik Torenberg is joined by Tomasz Tunguz, general partner of Theory Ventures to explore how Databricks is changing the way we handle unstructured data, its impact on AI, data analytics, and the future of the data landscape.
Understand why Databricks is becoming indispensable for AI development and deployment, and learn about the key features and benefits it offers to businesses.
š„ Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj
Subscribe to this season of Company Breakdowns for analysis of Reddit, Databricks, and more! Subscribe to Company Breakdowns' newsletter: https://company-breakdowns.beehiiv.com/
Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co
--
RECOMMENDED PODCAST:
šļø This Won't LastĀ - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/@ThisWontLastpodcast
--
RECOMMENDED PODCAST: TURPENTINE VC
Investor Erik Torenberg interviews partners at the top VCs in the world to learn their approach to the art and science of building a successful venture firm.
Apple: https://podcasts.apple.com/us/podcast/id1701006772
Spotify: https://open.spotify.com/show/3Yb8ErLRnyoAqn4Y6NegTx
ā
SPONSORS: CARTA | BABBEL | BRAVE
Carta
CartaĀ is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July atĀ ā z.carta.com/econ102ā .
š Ready to achieve your 2024 goals? Start learning a new language with Babbel in just three weeks. Enjoy app lessons, live classes, and podcasts designed for real-world conversations. Get up to 60% off at babbel.com/zen
š¦ The tech world turns to the Brave browser for a private ad platform that respects user privacy. Brave Ads offers first-party targeting, and itās been cookieless since day one. Join the future of advertising at https://brave.com/ads. Mention āTurpentineā when signing up for a 25% discount on your first campaign.
ā
LINKS:
Tomaszā website: https://tomtunguz.com/
Theory Ventures: https://theory.ventures/
Databricks' Accelerating Growth by @ttunguz: https://tomtunguz.com/databricks-growth-2024/
ā
FOLLOW ON X:
@eriktorenberg (Erik)
@ttunguz (Tomasz)
@turpentinemedia (Turpentine)
ā
TIMESTAMPS:
(00:00) Introduction
(00:24) Tomaszā Initial Thoughts on Databricks
(01:50) Databricks vs. SnowflakeĀ
(03:00) Unstructured Data Pipelines & ApplicationsĀ
(04:51) Databricks' Market Opportunity & CompetitorsĀ
(07:00) The Investability of DatabricksĀ
(08:00) Databricks vs. Snowflake: A Deeper DiveĀ
(09:57) The Future Battle of the GiantsĀ
(12:47) Bull & Bear Case for DatabricksĀ
(14:12) The Unbundling of the DatabaseĀ
(16:48) Sponsor: Babbel | BraveĀ
(19:13) Databricks Bullish Outlook & Investment Considerations
(20:00) Databricks: A Difficult Technical ProblemĀ
(22:47) The Power of the Data CatalogĀ
(25:09) Open vs. Closed Source: The Databricks & Snowflake DynamicĀ
(27:44) The Importance of Compute WorkloadsĀ
(29:40) Five Trends Shaping the Modern Data StackĀ
(31:40) Investor Perspective & the Evolution of the MarketĀ
(33:13) The Evolution of Business IntelligenceĀ
(35:28) Databases & AI Models: A New FrontierĀ
(37:25) Nvidia: A Key Player in the AI LandscapeĀ
(39
Popular Podcasts
NFL Daily with Gregg Rosenthal
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
On Purpose with Jay Shetty
Iām Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and Iām so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood youāre able to deal with relationship struggles, work challenges and lifeās ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them weāve never seen before. New episodes every Monday and Friday. Your support means the world to me and I donāt take it for granted ā click the follow button and leave a review to help us spread the love with On Purpose. I canāt wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com