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Databricks

databricks.comadded 2026-09-02
~$27B total raised with valuation nearly doubling to $188B in under a year, backed by a lineup spanning VC/PE/sovereign funds (Coatue, Blackstone, MGX, T. Rowe Price) — the market is pricing this as the highest-conviction AI infrastructure bet available

Worth-Joining Index · Scorecard

v2.1 ALPHA · 2026-08

Career Score

67/100

Coverage

100%

Verified

0%

Stage cohort

Late

Vibe Check

🎪 community voting coming soon

Momentum
10.9/16
Efficiency
14.3/20
Backing
7.6/8
Market
7.7/11
Product
8.8/11
Upside
5.4/16

Latest valuation

$188B (Strategic round, term sheet 2026-07, closing 2026-08)

Strategic round · 2026-07

ARR

~$7B ARR run-rate

Total raised

~$27B total raised (2026-08)

as of 2026-08

Team size

~15,965 employees

figures vary
数据平台企业AILakehouseFounded · 2013Stage · Late Stage (Pre-IPO)HQ · San Francisco, CASize · ~15,965 employees (2026-06)

Traction · Key numbers

ARR~$7B ARR run-rate (2026-08)Company's own press release; ARR surpassed $7B run-rate Company-claimedas of 2026-08
ARR增速>80% YoY (2026-08)Company's own press release Company-claimedas of 2026-08
Valuation PaceValuation climbed from $100B (Series K, Aug 2025) to $188B (strategic round term sheet, Jul 2026) in under a year Publicly verifiableas of 2026-07
Headcount~15,965 employees (Jun 2026) Company-claimedas of 2026-06

Funding

Total raised

~$27B total raised (2026-08)

Rounds

3

Valuation pace

Valuation went from $100B

Strategic round · 2026-07 · led by Coatue, Blackstone, MGX, T. Rowe Price, Sixth Street

Reported strategic funding valuation

Follow-on round · 2025-12

Valuation up ~34% from Series K

$1B

Series K · 2025-08 · valuation $100B+ post · led by Andreessen Horowitz, Insight Partners, MGX, Thrive Capital, WCM Investment Management

Funds Agent Bricks expansion and new Lakebase database product

~$27B total raised with valuation nearly doubling to $188B in under a year, backed by a lineup spanning VC/PE/sovereign funds (Coatue, Blackstone, MGX, T. Rowe Price) — the market is pricing this as the highest-conviction AI infrastructure bet available

~$7B ARR run-rate with >80% YoY growth at this scale is a rare capital-efficiency signal, not pure growth-by-burn

The rapid pace of rounds (Series K to strategic round in under a year) raises real concerns about private AI infrastructure valuations running ahead of any actual exit/IPO price discovery

Founders

Ali Ghodsi CEO

UC Berkeley researcher and Apache Spark contributor; became CEO in 2016

Ion Stoica 联合创始人

UC Berkeley professor, distributed systems researcher

Matei Zaharia CTO

Creator of Apache Spark, now CTO

Reynold Xin 联合创始人

Apache Spark core contributor

Patrick Wendell 联合创始人

Apache Spark PMC member

Andy Konwinski 联合创始人

UC Berkeley AMPLab researcher

Reality · Working here

H1B / PERMUnknown
Remote policyUnknown
Comp modelUnknown
GlassdoorUnknown — work here? Help us fill this in →
Equity liquidityUnknown
Hiring statusUnknown

Signals & Risks

CompetitorsSnowflakeAWSMicrosoft FabricGoogle BigQuery
ValuationValuation jumped from $100B to $188B within about a year, raising concerns about private AI-infrastructure pricing froth
Platform dependencyCore business depends on customers deeply migrating data stacks onto its lakehouse; cloud-native competitors could erode long-term stickiness
CompetitionCompetes head-on with Snowflake and native cloud data services, facing ongoing pricing and market-education pressure

Editorial ✎

Good fit for

· Data/ML infra engineers who want to work on genuinely massive-scale lakehouse systems serving Fortune 500 core data stacks

· People who want to build enterprise AI products without building distributed compute/storage from scratch — Spark, Delta Lake, Unity Catalog give deep technical moats

· Those who prefer a 'mature but still hypergrowth' stage — PMF is proven, the game now is scaled execution and enterprise sales, not 0-to-1 direction-finding

Not for

· People chasing early-stage equity upside and outsized individual influence in a small team — at ~16K headcount, decision chains are long and individual leverage is limited

· Those uninterested in enterprise sales cycles and complex customer relationships — the core growth engine is still a sales-heavy, customer-success-heavy enterprise software motion

Ask in the interview

1. What implied revenue multiple does the $188B valuation carry, and is there a concrete IPO timeline to validate that pricing?

2. Facing direct competition from Snowflake and native cloud data services (AWS/Azure/GCP), what specifically is Databricks' differentiation moat, and what do churn/renewal numbers say about stickiness?

3. At ~16K headcount, how much influence does an individual contributor actually have over product direction — any concrete examples of bottom-up decisions shipping?

Data changelog

Community corrections → editorial review → applied, fully on the record

2026-09-02
最近一轮领投机构 filled in as Coatue、Blackstone、MGX、T. Rowe Price、Sixth Street

data as of 2026-08 · Source: News aggregation (search summary)

~ 3rd-party estimate
2026-09-02
最近一轮估值 filled in as $188B post (Strategic round, term sheet 2026-07, closing 2026-08)

data as of 2026-07 · Source: Databricks newsroom

Company-claimed
2026-09-02
累计融资额 filled in as ~$27B total raised (2026-08)

data as of 2026-08 · Source: Tracxn/PitchBook aggregate estimates

~ 3rd-party estimate
2026-09-02
团队规模 filled in as ~15,965 employees (2026-06)

data as of 2026-06 · Source: Revelio Labs

~ 3rd-party estimate
2026-09-02
收入增速 filled in as >80% YoY (2026-08)

data as of 2026-08 · Source: Databricks newsroom

Company-claimed
2026-09-02
ARR / 年化收入 filled in as ~$7B ARR run-rate (2026-08)

data as of 2026-08 · Source: Databricks newsroom

Company-claimed
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