Stephen Orban

Husband to Meghan, father to Harper and Finley. SVP, Product Ecosystem & Partnerships @Databricks. Author, "Ahead in the Cloud". Thoughts my own.

[Nikita | Scaling Lakebase Postgres @nikitabase]

Can a single database architecture satisfy both vibe-coded and large scale enterprise apps?

The same approach makes small database ultra cheap to run and branch can also make a large one faster and easier to operate. We call this architecture Lakebase.

[Stephen Orban @stephenorban]

@rabata_io @Delta Works better on @JetBlue Consistently.

[Stephen Orban @stephenorban]

. @delta been loyal a long time (1.5mm), but you gotta do something to improve the internet or I’m gonna start factoring it into who I fly with.

[Stephen Orban @stephenorban]

@anothercohen Same dude. Driving me nuts.

[Stephen Orban @stephenorban]

Never forget

[Ali Ghodsi @alighodsi]

I got this question so many times today. "How can you grow 80% at $7B?"

The true answer is that we're finally seeing a breakthrough with AI agents starting to work in the enterprise.

The AIs have been super smart for a while, but have lacked basic context that's in people's heads, or in some SaaS system-or-record. A lot of organizations are deploying FDEs to capture this context, or Ontology, and feed it to the AI. This is labor intensive and expensive. We just automated that with Genie Ontology.

Once you have that enterprise context graph, an AI agent like Genie becomes magical. I find myself no longer waiting for answers from my CRO, CFO, CMO, CHRO etc, I just keep queuing up questions on the phone while sitting in meetings. It'd frankly addictive.

Our customers are starting to do the same, over 70% of all queries on the platform are now generated by Genie agents. This fuels more questions to the platform, which drives consumption, which drives revenue. That's the simple answer.

[Ali Ghodsi @alighodsi]

Today, we announced that we crossed $7B in revenue run-rate, growing over 80% year over year in Q2.

We also shared:
🚀 $100M+ revenue run-rate for Lakebase
🚀 $1.5B+ revenue run-rate for Lakehouse, growing over 100% year over year
🚀 Continued positive adjusted free cash flow

And we raised $5B in our latest fundraise.

We’ll use this capital to invest in:
1️⃣ Lakebase, our serverless Postgres database built for AI agents
2️⃣ Genie, our AI coworkers that actually understand your business data
3️⃣ Unity AI Gateway, our multi-AI governance solution that helps control costs

@iamVictorDey shares more in @Forbes:

https://t.co/y2LdxysBNi

[Ali Ghodsi @alighodsi]

@databricks has the fastest and lowest latency on Kimi K3 (max)! Great job by Databricks AI team!

https://t.co/Q3Zw2oNGHE

[Ali Ghodsi @alighodsi]

Highly recommended if you want to understand how why Omnigent and LTAP are important!

[Ali Ghodsi @alighodsi]

@heng_yan Oh you're right! Key point being that open source GLM is over 300 tokens per second. This matters for agents (we all hate waiting 10 minutes for responses). Proprietary frontier models are at best at 100 tokens per second. So 3x speedup really matters for agentic workloads.

[Matei Zaharia @matei_zaharia]

Really excited to open source a new project: Omnigent, a meta-harness for AI agents.

It lets you build multi-agent coding and custom agents, sitting above Claude Code, Codex, Pi, and agent SDKs to let you compose them. It also adds live collaboration and rich control policies.

[Stephen Orban @stephenorban]

Harper and I ran into one of my childhood hero’s postgame today :) putting alongside some evidence of generational life-long #billsmafia #gobills @thurmanthomas

[Stephen Orban @stephenorban]

Are we living in a joke? @NFLOfficiating

[Stephen Orban @stephenorban]

Not sure why the @NFLOfficiating doesn’t just give the chiefs the Lombardi now. Atrocious.

[Stephen Orban @stephenorban]

When will they start to review no calls that decide games @NFLOfficiating #BUFvsLAR

[🦊 GitLab @gitlab]

“We need to shift security left, and we need to make sure that it’s a part of the everyday workflow of developers, obviously security and operations professionals.”

Listen to more from GitLab Chief Strategy and Marketing Officer Ashley Kramer’s @theCUBE interview with @googlecloud's @stephenorban here https://t.co/QSOxTVMPTu

[Stephen Orban @stephenorban]

Never forget

[Stephen Orban @stephenorban]

@Glean's AI platform, built on @GoogleCloud, helps you connect the dots across your data so you can make better decisions, faster. ⚡️

Watch the full interview: https://t.co/L0rBDZV2rK

#MarketplaceMarvels #AI #CloudComputing #TechI... https://t.co/4vU8qE7XpX

[theCUBE @theCUBE]

Datadog expands swiftly on @GoogleCloud Marketplace! 🚀 The company’s observability and security tools integrate seamlessly, ensuring smooth cloud migrations and AI workload monitoring.

👉 More here from #theCUBE: https://t.co/CFkEThjV4t

#MarketplaceMarvels #GoogleCloud #datadog #CloudComputing #AI #CloudComputing #AI #TechInnovation @DataDogHQ @StephenOrban @YrieixG

[Stephen Orban @stephenorban]

Any developers looking to try @AnthropicAI's most intelligent model, Claude 3 Opus, on @googlecloud can do so below!

[Google Cloud @googlecloud]

Announcing @AnthropicAI’s most intelligent model, Claude 3 Opus, is now in public preview on #VertexAI.

Opus delivers state-of-the-art performance on highly complex tasks like financial analysis, drug discovery, and interactive coding. Try it today → https://t.co/ZjzP8ocdQR