Databricks represents a classic case study in how technological paradigm shifts create opportunities for new infrastructure monopolies.
They established the unified data and AI platform as a category that didn't exist until they built it. The willingness to stay private and raise $15B shows they're optimizing for winning the market, not cashing out.
The bet is that Databricks' decade of architectural optimization creates switching costs that contracts alone never could.
The full article (as part of The Infra Play Premium) can be found here: https://t.co/nLPnjGr1WR
@JamesSkoufis@JamesSkoufis why is everyone so tribal? Why can’t you acknowledge that this was a good thing. I know you hate Trump but you are losing credibility here.
@AlexBerenson@AlexBerenson do you think mass exodus out of NYC to suburbs or out of NYC and NY in general? re: real estate. Would think where you are may pick up? Far enough from NYC but still accessible if necessary