Jim Lambe

Managing Director, Canada @googlecloud

[CNBC @CNBC]

Databricks wraps $5 billion funding round at $190 billion valuation https://t.co/bafJGMrjJO

[Databricks @databricks]

Today, we’re pleased to share strong momentum across our business, including crossing $7B in revenue run-rate and achieving >80% year-over-year growth in Q2.

We also shared:
• >$100M revenue run-rate for Lakebase
• >$1.5B revenue run-rate for Lakehouse
• Closed $5B in new strategic funding at a $190B valuation

This new capital will fuel investments in Genie, Lakebase and Unity AI Gateway so we can help customers scale AI with greater context, control and choice.

Learn more: https://t.co/Skpq3Ms1OQ

[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

[Databricks @databricks]

Databricks CEO and co-founder @alighodsi is taking the stage at #RSAC2026 to address the most critical challenge in security: the shift from manual operations to machine-scale AI automation.

Hear why today's security stack — built for yesterday's data volumes and human-speed threats — is no longer enough. Ali will break down what's coming next and why an open, agent-first architecture is the path forward for CISOs. https://t.co/gtfc44a7xB

[Jim Lambe @JamesLambe65]

@nejatian @nejatian Great post! My daughters and son shaved WITH me every morning and it's some of the most special time ever! I took the blades out of a razor and they would 'shave' with me each day. @reeselambe

[Jim Lambe @JamesLambe65]

@jracoach Let’s go LinkedIn as well @jracoach !!

[Jim Lambe @JamesLambe65]

@jracoach @bsw5020 @iamalsorg @ALSCanada Stay strong @jracoach! Great kids and TONS of friends are here for you!!!!

[Jim Lambe @JamesLambe65]

@Clickity22 Nice!!!!

[aaronbrindle @aaronbrindle1]

Could two followers please copy and re-post this tweet? I'm trying to demonstrate that someone is always there, especially at this time of year. Call 800-273-8255 (National Suicide Prevention Helpline US). Just two. Any two. Copy, not retweet. You are not alone. ♥️

[Jim Lambe @JamesLambe65]

@laurenskelly You should have guessed that though no? #Newfoundlandis#1

[Jim Lambe @JamesLambe65]

@jmwind Stay safe @jmwind

[CALL TO ACTIVISM @CalltoActivism]

BREAKING — Marjorie Taylor Greene is reportedly REALLY upset Steve Bannon was found in contempt.

RT IF YOU COULDN’T CARE LESS WHAT SHE THINKS!

[Hadi Partovi @hadip]

As I watch the Afghan evacuations, I remember being left behind in Iran in 1979, when everybody I knew fled the country at a time of revolution and war. My twin brother and I were 6 years old. This is the story of what happened after everybody left:

[Thomas Kurian @ThomasOrTK]

Our newly-launched Visual Inspection AI solution will help manufacturers automate quality control & improve accuracy up to 10X compared w/ general-purpose ML. Pilots helped customers reduce rework for circuit boards, auto parts & semiconductors.

More at: https://t.co/9I3rAcb0S7

[Jim Lambe @JamesLambe65]

@elonmusk Deposit paid for Starlink but still waiting on some sort of notification while colleagues are up and running. I did expect more from #Starlink

[Jim Lambe @JamesLambe65]

https://t.co/2WqJnKzwPi

[Jim Lambe @JamesLambe65]

https://t.co/27Bmw6FARU

[Jimmy Kimmel @jimmykimmel]

And that’s that.