# How Databricks Became One of the World's Most Valuable AI Companies

Page: https://stenobird.com/podcast/the-rundown-6758831/how-databricks-became-one-of-the-world-s-most-valuable-ai-companies
Text version: https://stenobird.com/podcast/the-rundown-6758831/how-databricks-became-one-of-the-world-s-most-valuable-ai-companies.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-06-29T04:07:17+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/How-Databricks-Became-One-of-the-Worlds-Most-Valuable-AI-Companies-e3ldfp8
Audio file: https://anchor.fm/s/f06a1be8/podcast/play/122125544/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-29%2F427007349-44100-2-c2f9bceb4a0f9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/how-databricks-became-one-of-the-world-s-most-valuable-ai-companies
Duration seconds: 1353

## Resource

Databricks is one of the most valuable private AI companies in the world, but what exactly does it do and why are investors paying so much attention? In this episode, co founder Arsalan Tavakoli explains why enterprise AI is becoming the next major battleground, how companies are trying to rein in soaring AI costs, and why the winners may not be the companies building the biggest models. We also discuss the competitive race between OpenAI, Anthropic, Google, and open source AI, plus why Databricks believes its biggest opportunity is still ahead. Finally, Arsalan shares his thoughts on the company's eventual IPO and what needs to happen before it goes public.

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## Transcript

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