craig lukasee

Ex cat lover. Current dog lover. Technologist, runner, cook, and father

[Ali Ghodsi @alighodsi]

An extremely important functionality for agents is to simply extract fields out of PDFs. This turns out to be harder than people think because LLMs are primarily trained on predicting the next tokens. This leads them to "autocorrect" things that they shouldn't autocorrect. We launched an AI Extract capability that just excels at doing just this task with very high accuracy (95% vs 87% for others) and extremely low cost. Check out this blog on how we did it. The function can of course be called directly from SQL and be used throughout the platform.

https://t.co/60XC2mIZ2E

[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]

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]

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

[craig lukasee @cslukasi]

@RonPaul @DOGE You passed “How to lie with statistics 101”?

[Matei Zaharia @matei_zaharia]

Thrilled that Forrester named Databricks a Leader in their report on AI Foundation Models in enterprise! https://t.co/dprdMS4Kcs We help organizations build the best AI for *their* domain and data, using the best techniques available, with a world-class research team to back it.

[Databricks @databricks]

Databricks to acquire @Tabulario, a data platform from the original creators of Apache Iceberg. Together, we will bring format compatibility to the lakehouse for @DeltaLakeOSS and @ApacheIceberg https://t.co/0c4XcOg9Q0

[Ali Ghodsi @alighodsi]

Databricks to acquire @tabulario, a data platform from the original creators of Apache Iceberg. Together, we will bring format compatibility to the lakehouse for @DeltaLakeOSS and @ApacheIceberg
https://t.co/srNoL8bUF4

[Bill Chambers @bllchmbrs]

Let's just summarize...

3) $Databricks is going to negatively impact $SNOW growth rates: lots of customers moving more $SNOW data / ETL workloads into $DB to save money, and $SNOW is way behind in AI.

Artic embeddings and model are interesting, but Snowflake can't even host them for customers - they're relying on third parties to do so (if I'm reading their blog correctly).

I think the bigger problem is simpler.

$SNOW does not know how to sell to developers.

Their marketing material is all over the place. They posted their technical blog on how they built it on Medium.

Who the fuck made that call?

They've got this mass army of sales people than can barely spell ETL and BI but can't spell AI.

They're going to have to retrain their entire sales force to sell AI and when you've only got washed up Teradata reps - that's going to be a huge lift.

[Erebus @IdemErebus]

DONDA is the new FAANG

Deepmind
Open AI
Nvidia
Databricks
Anthropic

[Ali Ghodsi @alighodsi]

The founders of Databricks put together this strategy blog on where we think data platforms are headed in the future. We're moving Databricks quickly in this direction. This is very exciting and is the outcome of the MosaicML acquisition we did earlier this year!

https://t.co/EyO9H7I8Tc

[Matei Zaharia @matei_zaharia]

MLflow 2.8 is out today, with new support for LLM-based eval metrics among other features. Read about how we've been using it to improve our RAG apps at Databricks, like our docs assistant: https://t.co/o6C1b83ML2

[Matei Zaharia @matei_zaharia]

Really excited about this work to combine #FeatureStore + #UnityCatalog on @Databricks. Why have a separate catalog for ML data? A unified catalog enables powerful workflows across data and ML engineering. https://t.co/UttTHmXZWD

[craig lukasee @cslukasi]

As someone who suffers from CRS, I am super excited for this Spark capability! https://t.co/yrBAaaNDCl

[craig lukasee @cslukasi]

'By training on the customer's specific data, the new Databricks offering "understands the jargon. It understands the domain you're working in."' https://t.co/ir0Tg9nEZk

[Ali Ghodsi @alighodsi]

Big news: we've agreed to acquire @MosaicML, a leading generative AI platform. I couldn’t be more excited to join forces once the deal closes. https://t.co/L4TyrruUEU

[craig lukasee @cslukasi]

"With the Databricks #Lakehouse Platform serving as the central hub for all #streaming use cases, JetBlue efficiently delivers several #ML and analytics products/insights by processing thousands of attributes in real-time.”

“Compl…https://t.co/zbjsr5SZ70 https://t.co/91OUMCXp6y

[craig lukasee @cslukasi]

On an assembly or manufacturing line, sights and sounds provide valuable information. A new squeak on the manufacturing line or an unexpected scratch/mark on a silicon board moving along the line could be a signal that, if ignored,…https://t.co/dJLOhjGyfk https://t.co/BXUWpvfAcV

[Ali Ghodsi @alighodsi]

Love this integration between @huggingface and @databricks. Concretely, you will be able to train your own LLM from using Spark and Transformer/Dataset with this tight integration:
https://t.co/sj2NOn6x0W

[Ali Ghodsi @alighodsi]

Very excited to release #MLflow 2.3 with native support for LLMs, integrations with Hugging Face transformers, models calling OpenAI, integrations with LangChain. #LLMOps taking off!

https://t.co/dQWI2Zy9BQ