Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software.
It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans.
https://t.co/NQ7IfEtYk7
It's not often the co-founders and I author blog posts together, but we thought this one is important so we took time to write this together with the Neon team. In this blog we outline why we think a new type of database will slowly take over and replace all existing databases, we call it the Lakebase. We cover the WHY and the WHAT here:
𝐀 𝐍𝐞𝐰 𝐄𝐫𝐚 𝐨𝐟 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬: 𝐋𝐚𝐤𝐞𝐛𝐚𝐬𝐞
https://t.co/hL19TVTIaH
I now constantly get questions about the SAAS meltdown, role of AI, system of records etc. I don't have an answer to all these.
But I do know that we saw an acceleration in our business in Q2, Q3, and now finished the year with accelerating Q4.
The question is, why?
Short answer: AI. But the underlying reason is subtle. We are growing fast because we are finally removing the biggest bottleneck in data: the technical barrier to entry.
For years, if you didn’t know SQL, Python, you were locked out of the value chain. That has changed fundamentally with the 𝐆𝐞𝐧𝐢𝐞 𝐟𝐚𝐦𝐢𝐥𝐲, and it is the "secret sauce" behind our recent momentum:
• 𝐆𝐞𝐧𝐢𝐞: Analysts can query data without any SQL. I use this every day myself.
• 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 𝐆𝐞𝐧𝐢𝐞: Builds end-to-end AI models for you, similar to Cursor for ML on your data.
• 𝐃𝐚𝐭𝐚 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫 𝐆𝐞𝐧𝐢𝐞: Write Spark pipelines, does plumbing, troubleshooting.
We've been talking about DATA + AI democratization, but generative AI finally enabled it in a way that wasn't possible before. That's why we're seeing a market response.
Take 𝐋𝐚𝐤𝐞𝐛𝐚𝐬𝐞 𝐏𝐨𝐬𝐭𝐠𝐫𝐞𝐬. We launched this serverless engine for agents and apps recently. At 8 months into its journey, its revenue is already 2x what our Data Warehouse product was at the same stage.
All this taken together, we ended up with the following stats for Q4:
🚀 $5.4B Revenue Run-Rate, growing >65% YoY
🚀 $1.4B AI Revenue Run-Rate
🚀 FCF Positive for the year
🚀 NRR >>140%
https://t.co/yq3riYyr8r
Databricks Ventures is investing in Lovable’s $330M Series B to power the age of the builder.
As AI transforms how software is created, @Lovable reflects a broader shift toward more accessible, AI-native application development. Their growth highlights the demand for opening software creation to more people, and we’re excited to support their journey ahead! https://t.co/9izcHF0CFh
Excited to raise $4B+ in our latest fundraise! We shared that we will primarily be using the capital to invest in:
1️⃣ Lakebase Postgres - serverless database for Agents
2️⃣ Agent Bricks - high quality agents that can reason on enterprise data
3️⃣ Databricks Apps - Data Intelligence Apps built on Lakebase and Agent Bricks
As part of this we also disclosed:
🚀 Crossed $4.8B revenue run-rate, over 55% YoY growth
🚀 Crossed $1B of revenue run-rate for our Data Warehousing product
🚀 Crossed $1B of revenue run-rate for our AI products
🚀 Continued to be cash flow positive in the last 12 months
Big thanks to Insight Partners, Fidelity Investments, and J.P. Morgan who led the round.
https://t.co/BeSmrXkv5m
Big news: Databricks and @OpenAI are partnering to deliver powerful AI to the enterprise. OpenAI frontier models will now be available natively in Databricks.
This means you can build, evaluate and scale production-grade AI apps and agents on your governed enterprise data, leveraging the latest OpenAI models like GPT-5.
We’re excited to expand our relationship with OpenAI; Databricks was one of the first to host gpt-oss open models, they use Databricks products and now we’re offering OpenAI models natively on Databricks: https://t.co/dXzQX7Ek7Z
Shout out to my Vancouver peeps - check this out! Databricks is opening a new R&D center in Vancouver. Learn about the latest expansion and the critical projects the team will be working on https://t.co/oXgxF9JMdZ
We’ve released a free edition of Databricks and opened up a lot of our training materials to help developers learn data engineering, data science and AI! Check it out to rapidly get started with the latest tools and with challenging use cases.
I am super excited to announce that we have agreed to acquire Neon, a developer-centric serverless Postgres company. The Neon team engineered a new database architecture that offers speed, elastic scaling, and branching and forking. The capabilities that make Neon great for developers are also great for AI agents.
Together, we'll deliver an open, serverless database foundation for developers and AI agents.
https://t.co/CZziwCBsfq
700+ technical sessions await at #DataAISummit—covering everything from data intelligence and warehousing to governance, AI, and beyond
Register: https://t.co/6WXGNrgKy8
Your first look at what’s coming up for LlamaCon on April 29th! Mark will be sitting down with Microsoft Chairman and CEO @satyanadella to discuss the latest trends in AI for devs; and with @databricks Co-Founder and CEO, Ali Ghodsi on open source AI + advice for founders.