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Great write up
Awesome piece. True Detective reference made it even better.
Great article! Id be surprised if databricks IPOs in 2023. Whenever the economy heats up, they’ll IPO as soon as they can
Hi Arda, or whoever you are, first of all a sincere thank you for explaining the difference (and the similarity) between Databricks and Snowflake in very clear way. In your post, you did not touch much on valuation and the management team. (Leaving aside the issue of SBC for another day). Do you have any insight on both issues that are you willing to share. I found the CEO of Snowflake extremely promotional. He even tries to sell you his book at any occasion. Thanks again for posting this Best Stefano