#  @alinthemind alinthemind alinthemind posts on X about databricks, ipo, open ai, elon musk the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::2278092672/interactions)  - [--] Week [-------] -70% - [--] Month [----------] +129% - [--] Months [----------] +2,977,079% - [--] Year [----------] +240,004% ### Mentions: [--] [#](/creator/twitter::2278092672/posts_active)  - [--] Week [--] +29% - [--] Month [--] +83% - [--] Months [--] +182% - [--] Year [--] -40% ### Followers: [-----] [#](/creator/twitter::2278092672/followers)  - [--] Month [---] -2.30% - [--] Months [---] -3.30% - [--] Year [---] -2.70% ### CreatorRank: undefined [#](/creator/twitter::2278092672/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [finance](/list/finance) [stocks](/list/stocks) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [countries](/list/countries) [vc firms](/list/vc-firms) [currencies](/list/currencies) [us election](/list/us-election) [social networks](/list/social-networks) **Social topic influence** [databricks](/topic/databricks) #65, [ipo](/topic/ipo) #778, [open ai](/topic/open-ai), [elon musk](/topic/elon-musk), [snowflake](/topic/snowflake), [palantir](/topic/palantir), [investment](/topic/investment), [tesla](/topic/tesla), [china](/topic/china), [microsoft](/topic/microsoft) **Top accounts mentioned or mentioned by** [@databricks](/creator/undefined) [@elonmusk](/creator/undefined) [@alighodsi](/creator/undefined) [@techcrunch](/creator/undefined) [@jasonlk](/creator/undefined) [@sinoautoinsight](/creator/undefined) [@theallinpod](/creator/undefined) [@altcap](/creator/undefined) [@ttunguz](/creator/undefined) [@jason](/creator/undefined) [@kobeissiletter](/creator/undefined) [@jhong](/creator/undefined) [@ericflaningam](/creator/undefined) [@theinformation](/creator/undefined) [@jeffbro52400644](/creator/undefined) [@vivekgramaswamy](/creator/undefined) [@epasadenanow](/creator/undefined) [@divestech](/creator/undefined) [@sawyermerritt](/creator/undefined) [@barchart](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [8B (8B)](/topic/$8b) [Snowflake Inc. (SNOW)](/topic/$snow) [Dogecoin (DOGE)](/topic/doge) ### Top Social Posts Top posts by engagements in the last [--] hours "@WayneLewy_ @carsonight @garyblack00 @jim8068104 @prune_55 I agree like Toyota Corolla VW Beetle Ford Model-T Chinese companies like WuLing can start with a basic vehicle and move up market. Given the Chinese entry & declining battery costs global EV mass market will likely be redefined from $20k currently to $10k" [X Link](https://x.com/alinthemind/status/1451663641313308676) 2021-10-22T21:35Z [---] followers, [--] engagements "@SinoAutoInsight More likely these are the holders of the $1.1 trillion of car industry debt soon to be junk bonds. 😅" [X Link](https://x.com/alinthemind/status/1684970715391696897) 2023-07-28T16:54Z [---] followers, [--] engagements "Improving wildfire predictions with Earth-scale climate models" [X Link](https://x.com/alinthemind/status/1694764643854717255) 2023-08-24T17:32Z [---] followers, [--] engagements "@theallinpod @RayDalio Ray Dalio's description of both political sides finding common middle ground and engineering economic solutions closely resembles the system employed by China" [X Link](https://x.com/alinthemind/status/1703548210378367453) 2023-09-17T23:15Z [---] followers, [--] engagements "@garrytan If Oracle does not beat Snowflake DataBricks will. 🤷🏻♂" [X Link](https://x.com/alinthemind/status/1704382257765732694) 2023-09-20T06:29Z [---] followers, [----] engagements "@altcap Databricks and Stripe IPOs should be next 🚀" [X Link](https://x.com/alinthemind/status/1705251328510005257) 2023-09-22T16:02Z [---] followers, [---] engagements "With the absence of Chinese competitors Tesla essentially has a monopoly in the US EV market. In China Tesla is stuck in the middle (not premium or budget) and steadily loosing market share" [X Link](https://x.com/alinthemind/status/1707137273995973095) 2023-09-27T20:56Z [---] followers, [--] engagements "CyberTruck in SF" [X Link](https://x.com/alinthemind/status/1711576690475020304) 2023-10-10T02:57Z [---] followers, [--] engagements "@leixing77 WuLing is positioned to emerge as a strong rival to BYD partly due to their collaboration in battery technologies enabling them to be a low cost disruptor. 👏🏻😂" [X Link](https://x.com/alinthemind/status/1711580569967132786) 2023-10-10T03:13Z [---] followers, [--] engagements "@TechCrunch @RebeccaBellan EV and battery companies that aren't already generating positive cash flow may have a challenging time surviving" [X Link](https://x.com/alinthemind/status/1712198144472330658) 2023-10-11T20:07Z [---] followers, [--] engagements "@NikkeiAsia EV and battery companies that aren't already generating positive cash flow may have a challenging time surviving" [X Link](https://x.com/alinthemind/status/1712198197618393269) 2023-10-11T20:07Z [---] followers, [--] engagements "@business EV and battery companies that aren't already generating positive cash flow may have a challenging time surviving" [X Link](https://x.com/alinthemind/status/1712198244397412611) 2023-10-11T20:07Z [---] followers, [--] engagements "@ray4tesla Still loosing market share in China since Tesla is neither premium nor budget" [X Link](https://x.com/alinthemind/status/1714132325339214088) 2023-10-17T04:12Z [---] followers, [---] engagements "@SawyerMerritt As Elon stressed the paramount importance of cost in market penetration should Chinese competitors continue to excel in cost leadership they will emerge as the dominant players in the global electric vehicle industry" [X Link](https://x.com/alinthemind/status/1714816276827455872) 2023-10-19T01:30Z [---] followers, [--] engagements "@KobeissiLetter $100+ oil should accelerate electric vehicle adoption" [X Link](https://x.com/alinthemind/status/1715411349621400050) 2023-10-20T16:55Z [---] followers, [---] engagements "Is it reasonable to split Teslas valuation into a $100 billion auto/energy business and a pre-revenue AI business effectively valued at $500+ billion which is five times that of OpenAI and ten times that of Databricks both generating well over $1 billion in revenue 🚘🤖" [X Link](https://x.com/alinthemind/status/1715469422759125354) 2023-10-20T20:45Z [---] followers, [--] engagements "@Barchart The mortgage interest rate will soon exceed 10%" [X Link](https://x.com/alinthemind/status/1716183938295894023) 2023-10-22T20:05Z [---] followers, [--] engagements "@KobeissiLetter MSFT is a back door way to get exposure to DataBricks and OpenAI. 🚪" [X Link](https://x.com/alinthemind/status/1716949669870469450) 2023-10-24T22:47Z [---] followers, [---] engagements "@sama I suggest separating the OpenAI business arm from the non-profit arm. Each will have its own board the non-profit board dedicated to the humane AGI mission & the business board concentrating on shareholders investors monetization customers partners & business matters" [X Link](https://x.com/alinthemind/status/1726402070046249298) 2023-11-20T00:48Z [---] followers, [--] engagements "@rowancheung @sama @gdb Which imploded faster OpenAI or FTX 🤷🏻♂" [X Link](https://x.com/alinthemind/status/1726685543344570471) 2023-11-20T19:34Z [---] followers, [--] engagements "@GRDecter Basically MSFT would have controlling stake over OpenAI for them to survive. 👍🏻" [X Link](https://x.com/alinthemind/status/1727000679078855086) 2023-11-21T16:27Z [---] followers, [---] engagements "@jhong Essentially Microsoft would hold a controlling position through covenants governance and board seat(s) if Sam wants to return to OpenAI" [X Link](https://x.com/alinthemind/status/1727013321742893123) 2023-11-21T17:17Z [---] followers, [--] engagements "@TechCrunch @cz_binance @binance 🪙🪙🪙 Game of Coins 🪙🪙🪙" [X Link](https://x.com/alinthemind/status/1727052684711350649) 2023-11-21T19:53Z [---] followers, [--] engagements "@Benioff @salesforce @Microsoft Top candidate. 🤷🏻♂" [X Link](https://x.com/alinthemind/status/1727352581771641103) 2023-11-22T15:45Z [---] followers, [--] engagements "@dunne_insights China is strongly positioned to lead the worldwide effort against climate change taking the forefront in the $2T global auto industry with electric vehicles and the $6T global energy market through batteries and renewables. This is expected to drive many decades of GDP growth" [X Link](https://x.com/alinthemind/status/1728828236585697409) 2023-11-26T17:29Z [---] followers, [--] engagements "@wolfoflag Databricks could be the only Silicon Valley unicorn experiencing an increase in its valuation" [X Link](https://x.com/alinthemind/status/1729721495100743718) 2023-11-29T04:38Z [---] followers, [--] engagements "@jasonlk Databricks will be the new Oracle" [X Link](https://x.com/alinthemind/status/1729721865424216468) 2023-11-29T04:40Z [---] followers, [--] engagements "@jaminball Databricks is the most important company solving this pain point" [X Link](https://x.com/alinthemind/status/1730016756175888681) 2023-11-30T00:11Z [---] followers, [--] engagements "@SinoAutoInsight @WulingMotorsID A00 category electric vehicles such as WuLing Bingo/MiniEV ChangAn Lumin and Geely Panda represent low-end disruptive innovation" [X Link](https://x.com/alinthemind/status/1730300463252435434) 2023-11-30T18:59Z [---] followers, [--] engagements "@colinmckerrache True in China but not necessarily for the US" [X Link](https://x.com/alinthemind/status/1732141632232010014) 2023-12-05T20:55Z [---] followers, [---] engagements "@GRRDectter Databricks is emerging as the preeminent company in data/AI infrastructure. The robust institutional interest as indicated by the recent up-round and demand for secondaries suggests that Databricks is poised to experience the most substantial trading premium after its IPO" [X Link](https://x.com/alinthemind/status/1734974849918062886) 2023-12-13T16:33Z [---] followers, [---] engagements "@CathieDWood @elonmusk Given Elon Musk's statement about the majority of electric vehicles will be supplied by Chinese car companies could you discuss strategies for investing in these companies" [X Link](https://x.com/alinthemind/status/1737306845956759625) 2023-12-20T03:00Z [---] followers, [--] engagements "@BBCWorld Excited about the upcoming IPOs of Databricks in AI and Octillion Power Systems in the EV sector in 2024" [X Link](https://x.com/alinthemind/status/1738234732687798781) 2023-12-22T16:27Z [---] followers, [---] engagements "@BBCTech Excited about the upcoming IPOs of Databricks in AI and Octillion Power Systems in the EV sector in 2024" [X Link](https://x.com/alinthemind/status/1738234803097588187) 2023-12-22T16:27Z [---] followers, [---] engagements "@BBCScienceNews Excited about the upcoming IPOs of Databricks in AI and Octillion Power Systems in the EV sector in 2024" [X Link](https://x.com/anyuser/status/1738234863776674146) 2023-12-22T16:27Z [--] followers, [---] engagements "@Katie_Roof @mcbridesg If Databricks provided their own cloud infrastructure their revenues would surpass Snowflake's by 15% this year" [X Link](https://x.com/alinthemind/status/1738593350251598179) 2023-12-23T16:12Z [---] followers, [--] engagements "Cummins to pay a $1.675B penalty for installing emissions defeat devices on [------] model year [----] to [----] RAM [----] and [----] pickup truck engines. https://www.greencarcongress.com/2023/12/20231223-cummins.html#::text=23%20December%202023and%203500%20pickup%20truck%20engines https://www.greencarcongress.com/2023/12/20231223-cummins.html#::text=23%20December%202023and%203500%20pickup%20truck%20engines" [X Link](https://x.com/alinthemind/status/1739352833814929657) 2023-12-25T18:30Z [---] followers, [--] engagements "2024 Tech IPO Pipeline" [X Link](https://x.com/alinthemind/status/1740092120772534446) 2023-12-27T19:27Z [---] followers, [--] engagements "@retttx What are the chances of Microsoft making a move to acquire Databricks after their IPO I can envision Microsoft allocating a substantial amount perhaps at least 10% of their market capitalization for such a deal" [X Link](https://x.com/alinthemind/status/1740094718619615234) 2023-12-27T19:38Z [---] followers, [---] engagements "$2.6T dry powder" [X Link](https://x.com/anyuser/status/1740119952911376795) 2023-12-27T21:18Z [--] followers, [--] engagements "@retttx Large corporations often struggle to match the execution of nimble startups with exceptional leadership. Copying Databricks' architecture recognizes the strategic importance of their platform. The ultimate winner will be decided by the decisions of developers and data scientists" [X Link](https://x.com/alinthemind/status/1740130965748601034) 2023-12-27T22:02Z [---] followers, [--] engagements "@SinoAutoInsight Tesla better speed up Highland and Juniper offering in the US. I think many holding out until then" [X Link](https://x.com/alinthemind/status/1740215392424095811) 2023-12-28T03:37Z [---] followers, [---] engagements "@FT What premium would MSFT pay to acquire any of their data/AI partners such as Databricks or OpenAI 3-5x" [X Link](https://x.com/anyuser/status/1740425503654461704) 2023-12-28T17:32Z [--] followers, [--] engagements "@StevenXi07 @SapphireVC @jai_das @TechCrunch "Stripe or Databricks could raise $5-10 billion potentially in an IPO."" [X Link](https://x.com/alinthemind/status/1742979608675508233) 2024-01-04T18:41Z [---] followers, [---] engagements "@ttunguz Stripe or Databricks could raise $5-10 billion potentially in an IPO" [X Link](https://x.com/alinthemind/status/1742979717949702611) 2024-01-04T18:42Z [---] followers, [---] engagements "@databricks [----] IPO 😂👍🏻" [X Link](https://x.com/alinthemind/status/1743411497043452005) 2024-01-05T23:17Z [---] followers, [---] engagements "@EricFlaningam Azure Databricks / Delta Lake seems to be the most strategic partnership for Microsoft" [X Link](https://x.com/alinthemind/status/1744844254751621135) 2024-01-09T22:11Z [---] followers, [--] engagements "@SawyerMerritt Without Elon securing his compensation package Tesla returns to being solely an automotive company. 🤷🏻♂" [X Link](https://x.com/alinthemind/status/1749530690839028147) 2024-01-22T20:33Z [---] followers, [---] engagements "@FredericLambert @elonmusk Without Elon securing his compensation package Tesla returns to being solely an automotive company. 🤷🏻♂" [X Link](https://x.com/alinthemind/status/1749530776537010680) 2024-01-22T20:33Z [---] followers, [--] engagements "@Forbes Without Elon securing his compensation package Tesla returns to being solely an automotive company. 🤷🏻♂" [X Link](https://x.com/alinthemind/status/1749530815808041457) 2024-01-22T20:33Z [---] followers, [--] engagements "@SinoAutoInsight Only cash flow positive EV companies should go public. 😂" [X Link](https://x.com/alinthemind/status/1752200415100424540) 2024-01-30T05:21Z [---] followers, [--] engagements "@Barchart Good time for Databricks IPO" [X Link](https://x.com/alinthemind/status/1752368563195900356) 2024-01-30T16:29Z [---] followers, [---] engagements "@sarbjeetjohal @RealStrech What are your thoughts on the eagerly awaited IPO of Databricks" [X Link](https://x.com/alinthemind/status/1753458245472326141) 2024-02-02T16:39Z [---] followers, [---] engagements "@theinformation @coryweinberg @amir Employees desiring immediate financial liquidity would be potentially giving up 50+% IRR upside from the IPO and beyond. 😂" [X Link](https://x.com/alinthemind/status/1753826972742856942) 2024-02-03T17:05Z [---] followers, [--] engagements "@theinformation @coryweinberg @amir Employees desiring immediate financial liquidity would be potentially giving up 50+% IRR upside from the IPO and beyond. 😂" [X Link](https://x.com/alinthemind/status/1753827075687956615) 2024-02-03T17:05Z [---] followers, [--] engagements "@TechCompanyNews Databricks soon to be the most comprehensive data and AI company 😂" [X Link](https://x.com/alinthemind/status/1753830545966952678) 2024-02-03T17:19Z [---] followers, [--] engagements "@SFGate Tech conferences in Las Vegas offer superior quality infrastructure and safety compared to San Francisco" [X Link](https://x.com/alinthemind/status/1754758957347004763) 2024-02-06T06:48Z [---] followers, [---] engagements "@ryan_c_walsh Of the group Databricks is the only one that has massive upside after IPO. 😂" [X Link](https://x.com/alinthemind/status/1755991665226211393) 2024-02-09T16:26Z [---] followers, [---] engagements "@LeviathanCapit1 @IndraStocks If Databricks were to provision their own computing infrastructure akin to Snowflake Databricks would already have a revenue that is 20+% higher. Furthermore their growth rate is twice as high at 50+% and their gross margins are 20% greater at 80+%. 😂" [X Link](https://x.com/alinthemind/status/1755993282725957812) 2024-02-09T16:33Z [---] followers, [--] engagements "@matei_zaharia @databricks Go BAIRs 🐻" [X Link](https://x.com/alinthemind/status/1759630513328058460) 2024-02-19T17:26Z [---] followers, [---] engagements "@GRDecter We just need the IPOs Wall Street wants" [X Link](https://x.com/alinthemind/status/1760366608659488864) 2024-02-21T18:11Z [---] followers, [--] engagements "@jasonlk Look forward to the IPOs Wall St. wants" [X Link](https://x.com/alinthemind/status/1761878078337487317) 2024-02-25T22:17Z [---] followers, [---] engagements "After investing in Databricks Nvidia CEO Jensen Huang said "Enterprise data is a goldmine for generative Al". Databricks is at the forefront of generative Al for enterprises" [X Link](https://x.com/alinthemind/status/1763263817600102529) 2024-02-29T18:03Z [---] followers, [--] engagements "Databricks could soon be the most valuable software company in SF. 🚀" [X Link](https://x.com/alinthemind/status/1765402656066187620) 2024-03-06T15:42Z [---] followers, [---] engagements "@jasonlk Databricks holds a notably stronger position than Snowflake due to its substantially higher growth higher margins and advanced capabilities in handling unstructured data and AI" [X Link](https://x.com/alinthemind/status/1769448836047741173) 2024-03-17T19:40Z [---] followers, [----] engagements "@jhong The Taylor Swift of AI" [X Link](https://x.com/alinthemind/status/1770161828590727512) 2024-03-19T18:54Z [---] followers, [--] engagements "NVIDIA + Databricks 💻🧱" [X Link](https://x.com/alinthemind/status/1770533559884972274) 2024-03-20T19:31Z [---] followers, [--] engagements "@TalkAIToday The IPO of Databricks is the most anticipated in the AI sector" [X Link](https://x.com/alinthemind/status/1770866659143860304) 2024-03-21T17:34Z [---] followers, [--] engagements "@asanwal Databricks is poised to expand into all AI & LLMOps categories and dominate the market through consolidation" [X Link](https://x.com/alinthemind/status/1771935320973406257) 2024-03-24T16:21Z [---] followers, [--] engagements "@theallinpod @nytimes The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀" [X Link](https://x.com/alinthemind/status/1772005518212817369) 2024-03-24T21:00Z [---] followers, [--] engagements "@CNBC The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀" [X Link](https://x.com/alinthemind/status/1772005651734237428) 2024-03-24T21:00Z [---] followers, [--] engagements "@nytimes The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀" [X Link](https://x.com/alinthemind/status/1772005683325714801) 2024-03-24T21:00Z [---] followers, [--] engagements "@Schuldensuehner The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀" [X Link](https://x.com/alinthemind/status/1772005926905798827) 2024-03-24T21:01Z [---] followers, [--] engagements "@databricks It turns out you dont need AGI for data intelligence. But you do need Databricks" [X Link](https://x.com/alinthemind/status/1773840424282791979) 2024-03-29T22:31Z [---] followers, [--] engagements "@jhong Tesla's FSD system is presently priced at over twice the cost of some budget Chinese EVs. In G7 nations affluent consumers can prioritize advanced features whereas in the Global South the choice often lies between Chinese EVs or non-consumption" [X Link](https://x.com/alinthemind/status/1774506819408588910) 2024-03-31T18:39Z [---] followers, [--] engagements "@databricks @CRN Should be #1 🏆" [X Link](https://x.com/alinthemind/status/1777850269768069432) 2024-04-10T00:05Z [---] followers, [--] engagements "@databricks @Forbes Should be AI #1" [X Link](https://x.com/alinthemind/status/1778483382533697601) 2024-04-11T18:00Z [---] followers, [--] engagements "@CollinRugg This stimulus may drive inflation and interest rates higher" [X Link](https://x.com/alinthemind/status/1778929355877752862) 2024-04-12T23:33Z [---] followers, [--] engagements "Amazing discussion on AI and LLMs with Ion Stoica Director of Sky Computing Lab and Co-Founder & Executive Chairman at @databricks. Go Bears 🐻" [X Link](https://x.com/alinthemind/status/1781824756800770153) 2024-04-20T23:18Z [---] followers, [--] engagements "@TheTranscript_ @alighodsi After Databricks becomes publicly traded it's expected that they will have a higher valuation multiple compared to Snowflake due to their significantly higher revenue growth and industry leading AI technology" [X Link](https://x.com/alinthemind/status/1787259844308951259) 2024-05-05T23:15Z [---] followers, [---] engagements "@cb_doge @elonmusk Dont forget Databricks. https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm" [X Link](https://x.com/alinthemind/status/1787913831584514182) 2024-05-07T18:34Z [---] followers, [--] engagements "@thedealdirector Databricks and Microsoft are the sole AI software platform companies that have real business models" [X Link](https://x.com/alinthemind/status/1787914717698343262) 2024-05-07T18:37Z [---] followers, [--] engagements "@HubertJan2 @beursstier68 @NicoInberg From that list Databricks is the only company specializing in AI. DataBricks CEO @alighodsi commenting on their competitor $SNOW: "Thats a great company they really didnt have any AI. So AI is an afterthought and I think they actually even went through a CEO change now just to try to fix that. They have a lot of catching up to do for https://t.co/eJOVt0Qn9O DataBricks CEO @alighodsi commenting on their competitor $SNOW: "Thats a great company they really didnt have any AI. So AI is an afterthought and I think they actually even went through a CEO change" [X Link](https://x.com/alinthemind/status/1787921501242704351) 2024-05-07T19:04Z [---] followers, [--] engagements "Legendary Jim Simons 😢 https://www.wsj.com/arts-culture/books/jim-simons-a-pioneer-of-quantitative-trading-dies-6621d66est=ipdt1qkr3ldt8e2&reflink=article_imessage_share https://www.wsj.com/arts-culture/books/jim-simons-a-pioneer-of-quantitative-trading-dies-6621d66est=ipdt1qkr3ldt8e2&reflink=article_imessage_share" [X Link](https://x.com/alinthemind/status/1789113442571530370) 2024-05-11T02:00Z [---] followers, [--] engagements "@elerianm @FT Chinese electric vehicle firms had the potential to create millions of manufacturing jobs in the US. However they are now poised to bring these opportunities to Mexico and other countries instead" [X Link](https://x.com/alinthemind/status/1789303871686479952) 2024-05-11T14:37Z [---] followers, [--] engagements "@skorusARK Apple should launch their own" [X Link](https://x.com/alinthemind/status/1790405428452720790) 2024-05-14T15:34Z [---] followers, [--] engagements "@2RipSlip @databricks Once they IPO Databricks should take Tesla's place in the Magnificent 7" [X Link](https://x.com/alinthemind/status/1790822606289125542) 2024-05-15T19:12Z [---] followers, [---] engagements "@zerohedge In the large-scale deployment of AI renewable energy technologies may be considered the second most critical resource after GPUs" [X Link](https://x.com/alinthemind/status/1792708486465568885) 2024-05-21T00:06Z [---] followers, [--] engagements "@SriniSaravanan Databricks definitely has more upside than Stripe" [X Link](https://x.com/alinthemind/status/1796277848409526443) 2024-05-30T20:29Z [---] followers, [--] engagements "@MMsHaveTheKeys @lexnfx If Databricks' revenues keep increasing by 50% year over year the number of buyers will consistently exceed the number of sellers" [X Link](https://x.com/alinthemind/status/1799094268205932754) 2024-06-07T15:01Z [---] followers, [--] engagements "@JeffBro52400644 Databricks IPO should be bigger than Stripe SpaceX and Bytedance" [X Link](https://x.com/alinthemind/status/1799094787355934813) 2024-06-07T15:03Z [---] followers, [--] engagements "@arstechnica All public companies deserved a motivated full time CEO" [X Link](https://x.com/alinthemind/status/1799136410655658405) 2024-06-07T17:48Z [---] followers, [---] engagements "Databricks Data + AI Summit 🧱" [X Link](https://x.com/alinthemind/status/1801312424882278672) 2024-06-13T17:55Z [---] followers, [--] engagements "@H0wie_Xu @datastrato @databricks @SnowflakeDB @snowflake If Databricks were to go public tomorrow it would likely have a market cap twice that of Snowflake" [X Link](https://x.com/alinthemind/status/1801343309300043862) 2024-06-13T19:58Z [---] followers, [---] engagements "@ttunguz If Databricks were to go public tomorrow it would likely have a market cap twice that of Snowflake" [X Link](https://x.com/alinthemind/status/1801349925319675911) 2024-06-13T20:24Z [---] followers, [---] engagements "Nvidia and Databricks CEOs on the future of data processing and generative AI https://youtu.be/SAsoWmMhX3Qsi=-pNz7aQ2oMbIRG5B https://youtu.be/SAsoWmMhX3Qsi=-pNz7aQ2oMbIRG5B" [X Link](https://x.com/alinthemind/status/1801869501702750483) 2024-06-15T06:49Z [---] followers, [--] engagements "@dissectmarkets @databricks If Databricks were to have an IPO tomorrow its market capitalization would probably be double that of Snowflake's" [X Link](https://x.com/alinthemind/status/1802071715935346743) 2024-06-15T20:12Z [---] followers, [---] engagements "@theinformation @AnitaRamaswamy If Databricks were to have an IPO tomorrow its market capitalization would probably be double that of Snowflake's" [X Link](https://x.com/alinthemind/status/1804177186875920662) 2024-06-21T15:38Z [---] followers, [---] engagements "@Jalopnik Tesla is no longer a car company but rather an early stage pre-product AI and robotics company" [X Link](https://x.com/alinthemind/status/1804244027786825871) 2024-06-21T20:04Z [---] followers, [--] engagements "@H0wie_Xu @datastrato @databricks @SnowflakeDB @snowflake" [X Link](https://x.com/alinthemind/status/1804589532874162613) 2024-06-22T18:57Z [---] followers, [--] engagements "@DanelDayan Few can match Databricks' rapid revenue growth at scale. The key question is when it will slow given their 1% TAM penetration. Snowflake may no longer be the best comparison; when will Databricks catch up to Oracle Nvidia or Microsoft in revenues" [X Link](https://x.com/alinthemind/status/1805260685481537686) 2024-06-24T15:24Z [---] followers, [---] engagements "@databricks Legendary" [X Link](https://x.com/alinthemind/status/1806107099132477820) 2024-06-26T23:27Z [---] followers, [---] engagements "@Asktraders1 If Databricks were to go public today it would surpass Snowflake in value. However investors anticipate a 3-10x appreciation in the next few years owing to Databricks' continued rapid growth acquisition strategy and AI leadership" [X Link](https://x.com/alinthemind/status/1806714737276895249) 2024-06-28T15:42Z [---] followers, [--] engagements "@MarketMetaX @SpaceX @AntGroup @SHEIN_Official @reliancejio @stripe @databricks @Checkout Among the companies on this list only Databricks and SpaceX likely have the potential for a 10x appreciation" [X Link](https://x.com/alinthemind/status/1806715402917175514) 2024-06-28T15:44Z [---] followers, [---] engagements "@EricFlaningam Databricks will be the most valuable data and AI company once they go public" [X Link](https://x.com/alinthemind/status/1810702137367896465) 2024-07-09T15:46Z [---] followers, [---] engagements "Supreme Court Ruling on NYC Rent Control Takings Clause https://www.youtube.com/live/c8HTq6PeBK8si=xnfMRf_HYAtvxt3k https://www.youtube.com/live/c8HTq6PeBK8si=xnfMRf_HYAtvxt3k" [X Link](https://x.com/alinthemind/status/1811277085597663506) 2024-07-11T05:51Z [---] followers, [--] engagements "@jasonlk Only data and AI companies like Databricks are seeing accelerating growth. https://www.saastr.com/databricks-is-growing-at-2-4-billion-in-arr-and-accelerating/ https://www.saastr.com/databricks-is-growing-at-2-4-billion-in-arr-and-accelerating/" [X Link](https://x.com/alinthemind/status/1811847916946125249) 2024-07-12T19:39Z [---] followers, [---] engagements "@databricks Severless will double Databricks revenues" [X Link](https://x.com/alinthemind/status/1812970754595823774) 2024-07-15T22:01Z [---] followers, [---] engagements "@EricFlaningam To reach a trillion-dollar valuation Databricks may potentially pursue a strategy of acquiring and rolling up the next dozen most promising data and AI companies potentially including this list" [X Link](https://x.com/alinthemind/status/1816504141918957855) 2024-07-25T16:01Z [---] followers, [--] engagements "@anandragn @TennesRita Following their initial public offering Databricks' valuation is projected to exceed twice that of Snowflake" [X Link](https://x.com/alinthemind/status/1820581811942236378) 2024-08-05T22:05Z [---] followers, [---] engagements "This highlights how constrained the software IPO market has been. Due to the backlog the minimum revenue needed for a successful IPO in the near future might reach the billions. This supports the view that leading companies are in a strong position to roll up smaller firms" [X Link](https://x.com/alinthemind/status/1822336559217279412) 2024-08-10T18:17Z [---] followers, [--] engagements "@Jason Real estate is the best hedge against inflation" [X Link](https://x.com/alinthemind/status/1823526452102574374) 2024-08-14T01:06Z [---] followers, [--] engagements "@Jason @KamalaHarris @Tim_Walz" [X Link](https://x.com/alinthemind/status/1823990704466747790) 2024-08-15T07:50Z [---] followers, [--] engagements "@KamalaHarris @Tim_Walz https://youtube.com/shorts/nuJvbCD3Pxwsi=SynNwEVivoamMq9F https://youtube.com/shorts/nuJvbCD3Pxwsi=SynNwEVivoamMq9F" [X Link](https://x.com/alinthemind/status/1824112368714154420) 2024-08-15T15:54Z [---] followers, [--] engagements "@HuffPost Kamala Harris is largely responsible for the rise of retail theft and drug abuse observed today in California. She authored the highly deceptive ballot title for Prop [--] known as the Safe Neighborhoods and Schools Act" [X Link](https://x.com/alinthemind/status/1824348082437263424) 2024-08-16T07:30Z [---] followers, [--] engagements "@amitisinvesting Wealth taxes and unrealized capital gains taxes can hinder innovation and growth by discouraging investment and savings. This may stifle entrepreneurship and capital formation reducing global competitiveness and risking slower economic growth or even a recession" [X Link](https://x.com/alinthemind/status/1826002302353944701) 2024-08-20T21:04Z [---] followers, [--] engagements "@michelletandler Dems have become the party of hate" [X Link](https://x.com/alinthemind/status/1827087323030286384) 2024-08-23T20:55Z [---] followers, [--] engagements "@RobertKennedyJr Better MAGA than MARX" [X Link](https://x.com/alinthemind/status/1827858501634556108) 2024-08-26T00:00Z [---] followers, [--] engagements "@AgatheDemarais It is innovations rooted in first principles robotics and supply chain optimization that have driven prices down. Leading companies such as CATL BYD and Octillion are profitably growing double-digits and expanding globally" [X Link](https://x.com/alinthemind/status/1828864078355562750) 2024-08-28T18:35Z [---] followers, [---] engagements "@Noahpinion It is innovations rooted in first principles robotics and supply chain optimization that have driven prices down. Leading companies such as CATL BYD and Octillion are profitably growing double-digits and expanding globally" [X Link](https://x.com/alinthemind/status/1828864224342487363) 2024-08-28T18:36Z [---] followers, [---] engagements "@akafacehots Cant post this on Facebook" [X Link](https://x.com/alinthemind/status/1828884994397474964) 2024-08-28T19:58Z [---] followers, [--] engagements "@theallinpod @reidhoffman @OpenAI Sachs is for MAGA and Hoffman is for MARX" [X Link](https://x.com/alinthemind/status/1829969554082316645) 2024-08-31T19:48Z [---] followers, [--] engagements "@elonmusk San Francisco spends $8128 per person on government services significantly higher than San Jose's $1370. Even with an 80% reduction SF would still outspend San Jose. The city is in serious need of a government efficiency commission" [X Link](https://x.com/alinthemind/status/1831779464029610206) 2024-09-05T19:40Z [---] followers, [--] engagements "@elonmusk San Francisco spends $8128 per person on government services significantly higher than San Jose's $1370. Even with an 80% reduction SF would still outspend San Jose. The city is in serious need of a government efficiency commission" [X Link](https://x.com/alinthemind/status/1831782136472596646) 2024-09-05T19:51Z [---] followers, [--] engagements "@elonmusk San Francisco spends $8128 per person on government services significantly higher than San Jose's $1370. Even with an 80% reduction SF would still outspend San Jose. The city is in serious need of a government efficiency commission" [X Link](https://x.com/alinthemind/status/1831782960187760655) 2024-09-05T19:54Z [---] followers, [--] engagements "@mrexits If a U.S. sovereign wealth fund is established it could become the largest limited partner in venture capital and private equity funds" [X Link](https://x.com/alinthemind/status/1831802013895815270) 2024-09-05T21:10Z [---] followers, [---] engagements "@ClayTravis Doesnt inflation destroy small businesses" [X Link](https://x.com/alinthemind/status/1840992529388618006) 2024-10-01T05:49Z [---] followers, [--] engagements "@merovingian_man @AyeshaTariq Databricks should definitely be more valuable than OpenAI" [X Link](https://x.com/alinthemind/status/1842622118862913911) 2024-10-05T17:45Z [---] followers, [--] engagements "@grumpyghostcat Databricks should definitely be more valuable than OpenAI" [X Link](https://x.com/alinthemind/status/1842749706138771711) 2024-10-06T02:12Z [---] followers, [--] engagements "@NikkiHNguyen @SignalFire @JoshConstine Is SF really back Or just for certain events" [X Link](https://x.com/alinthemind/status/1851771671549743332) 2024-10-30T23:42Z [---] followers, [---] engagements "Republics may control the Presidency Senate Supreme Court and now the House As of 12:26pm ET Republicans have a 95% chance to control the House. https://t.co/YH0HbwDlbA As of 12:26pm ET Republicans have a 95% chance to control the House. https://t.co/YH0HbwDlbA" [X Link](https://x.com/alinthemind/status/1854222852347859338) 2024-11-06T18:02Z [---] followers, [--] engagements "@VivekGRamaswamy 👏🏻 👏🏻" [X Link](https://x.com/alinthemind/status/1856787256797008294) 2024-11-13T19:52Z [---] followers, [--] engagements "@Jason @elonmusk @VivekGRamaswamy Werent you always the most outspokenly anti-Trump person on the podcast" [X Link](https://x.com/alinthemind/status/1856799970340524498) 2024-11-13T20:43Z [---] followers, [--] engagements "@VivekGRamaswamy 👏🏻 👏🏻 👏🏻" [X Link](https://x.com/alinthemind/status/1856965058661945523) 2024-11-14T07:39Z [---] followers, [--] engagements "@ttunguz Databricks should to be more valuable than OpenAI" [X Link](https://x.com/alinthemind/status/1857670842639069360) 2024-11-16T06:23Z [---] followers, [--] engagements "@ttunguz As a result companies like Databricks rather than OpenAI are likely to lead in enterprise AI" [X Link](https://x.com/alinthemind/status/1857826672495702280) 2024-11-16T16:42Z [---] followers, [--] engagements "@PreIPOStocks @databricks The question is not if but when Databricks will surpass Snowflake" [X Link](https://x.com/alinthemind/status/1861111350380110269) 2024-11-25T18:14Z [---] followers, [--] engagements "Las Vegas F1 2024" [X Link](https://x.com/alinthemind/status/1861137821505085915) 2024-11-25T20:00Z [---] followers, [--] engagements "@fundmyfund Why couldnt Databricks IPO be larger than OpenAI" [X Link](https://x.com/alinthemind/status/1861502871981957357) 2024-11-26T20:10Z [---] followers, [---] engagements "@la_da_kid Databricks leads in enterprise AI while OpenAI excels in consumer AI. Which will hold greater long-term value" [X Link](https://x.com/alinthemind/status/1861851710328815939) 2024-11-27T19:16Z [---] followers, [--] engagements "@High_Def_News Will OLED become obsolete with the release of LCD WHVA TVs" [X Link](https://x.com/alinthemind/status/1862435859917668658) 2024-11-29T09:58Z [---] followers, [--] engagements "@Benioff Please launch DOGE in San Francisco No one needs it more" [X Link](https://x.com/alinthemind/status/1862970645086384423) 2024-11-30T21:23Z [---] followers, [--] engagements "@AaronGDillon Databricks with a $61 billion valuation remains an attractive opportunity as the company has substantial growth potential possibly surpassing Salesforce" [X Link](https://x.com/alinthemind/status/1866177922417250431) 2024-12-09T17:47Z [---] followers, [---] engagements "@KobeissiLetter With insurance premiums rising 2-3x California inflation is going through the roof" [X Link](https://x.com/alinthemind/status/1867265389010563419) 2024-12-12T17:48Z [---] followers, [--] engagements "@readkrystalhu @kenrickcai @DEER_ECHO_ If valued at a Palantir-like multiple Databricks could go public with a valuation exceeding $200 billion" [X Link](https://x.com/alinthemind/status/1868127398325272900) 2024-12-15T02:54Z [---] followers, [---] engagements "@readkrystalhu @annatonger If LLMs have reached a plateau greater attention will shift to companies with robust enterprise AI business models such as Palantir and Databricks" [X Link](https://x.com/alinthemind/status/1868409584702107890) 2024-12-15T21:35Z [---] followers, [--] engagements "@TechCrunch If valued at a Palantir-like multiple Databricks could go public with a valuation exceeding $200 billion" [X Link](https://x.com/alinthemind/status/1868741134018920911) 2024-12-16T19:33Z [---] followers, [---] engagements "@TechCrunch These new investors seem to believe that Databricks is currently undervalued. They think it has the potential to go public next year with a valuation exceeding $200 billion assuming its priced at a multiple similar to Palantirs" [X Link](https://x.com/alinthemind/status/1869441631222673588) 2024-12-18T17:56Z [---] followers, [--] engagements "@axios @databricks @alighodsi @danprimack These new investors seem to believe that Databricks is currently undervalued. They think it has the potential to go public next year with a valuation exceeding $200 billion assuming its priced at a multiple similar to Palantirs" [X Link](https://x.com/alinthemind/status/1869441853076172904) 2024-12-18T17:57Z [---] followers, [--] engagements "@cb_doge @elonmusk Based on Elons statement Chinas manufacturing dominance is under appreciated" [X Link](https://x.com/alinthemind/status/1872134896753463334) 2024-12-26T04:18Z [---] followers, [--] engagements "@ElectrekCo @FredericLambert Tesla Cybertrucks are exploding not always in a good way" [X Link](https://x.com/alinthemind/status/1874941112496099388) 2025-01-02T22:09Z [---] followers, [--] engagements "@Pas4RentControl @ryanjbell No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915371929051475) 2025-01-13T21:21Z [---] followers, [--] engagements "@AbundantHousing No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915433606386102) 2025-01-13T21:22Z [---] followers, [--] engagements "@PasadenaGov No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915471183130630) 2025-01-13T21:22Z [---] followers, [--] engagements "@StephenGutowski No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915547758473295) 2025-01-13T21:22Z [---] followers, [--] engagements "@DavidPiotrowski No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915576665711100) 2025-01-13T21:22Z [---] followers, [--] engagements "@PasadenaGov No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915594411803105) 2025-01-13T21:22Z [---] followers, [--] engagements "@Pas4RentControl No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915844660740165) 2025-01-13T21:23Z [---] followers, [--] engagements "@KevinCEzeh No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915936356639095) 2025-01-13T21:24Z [---] followers, [--] engagements "@ePasadenaNow No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878915988235894971) 2025-01-13T21:24Z [---] followers, [--] engagements "@ePasadenaNow No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878916032813006897) 2025-01-13T21:24Z [---] followers, [--] engagements "@ePasadenaNow No one will invest in rebuilding Pasadena under Measure H" [X Link](https://x.com/alinthemind/status/1878916094221775329) 2025-01-13T21:24Z [---] followers, [--] engagements "@ABC7 Please fire all the union employees" [X Link](https://x.com/alinthemind/status/1881413619436675462) 2025-01-20T18:48Z [---] followers, [---] engagements "@BusinessInsider Solidarity Against the Union 🪧" [X Link](https://x.com/alinthemind/status/1881414179812524388) 2025-01-20T18:51Z [---] followers, [--] engagements "@DivesTech Databricks is projected to exceed Palantir in revenue this year with a long-term growth rate nearly twice as high. It might be a more promising investment than Palantir" [X Link](https://x.com/alinthemind/status/1902405356858589423) 2025-03-19T17:02Z [---] followers, [--] engagements "@DivesTech @SquawkStreet @carlquintanilla @CourtReagan Databricks is projected to exceed Palantir in revenue this year with a long-term growth rate nearly twice as high. It might be a more promising investment than Palantir" [X Link](https://x.com/alinthemind/status/1902405764377145434) 2025-03-19T17:04Z [---] followers, [--] engagements "@bsurveillance @DivesTech @tomkeene @ptsweeney Databricks is projected to exceed Palantir in revenue this year with a long-term growth rate nearly twice as high. It might be a more promising investment than Palantir" [X Link](https://x.com/alinthemind/status/1902405902294249629) 2025-03-19T17:04Z [---] followers, [--] engagements "@TheKevinDalton Only Kamala can outperform Gavin" [X Link](https://x.com/alinthemind/status/1914420641635475880) 2025-04-21T20:47Z [---] followers, [--] engagements "@GWTJAL How do we know EPY IPO timing" [X Link](https://x.com/alinthemind/status/1929397768633688443) 2025-06-02T04:40Z [---] followers, [--] engagements "@Data_AI_Summit @databricks @alighodsi Jamie Dimon: Hardest part is the data not the AI" [X Link](https://x.com/alinthemind/status/1932858200099102758) 2025-06-11T17:51Z [---] followers, [---] engagements "@JeffBro52400644 @StockSavvyShay If Palantir is the comp valuation could be over $300B" [X Link](https://x.com/alinthemind/status/1933625573940896159) 2025-06-13T20:40Z [---] followers, [--] engagements "@TheMarinaTimes Aaron Peskin is the Zohran Mamdani of SF" [X Link](https://x.com/alinthemind/status/1939827234422104114) 2025-06-30T23:23Z [---] followers, [--] engagements "@DrocDolf Databricks will definitely be more valuable than Palantir" [X Link](https://x.com/alinthemind/status/1941581676037202248) 2025-07-05T19:35Z [---] followers, [--] engagements "@nanalyzetweets This was quoted in 2024" [X Link](https://x.com/alinthemind/status/1943712384478245132) 2025-07-11T16:41Z [---] followers, [--] engagements "@SiliconANGLE As AI models become commoditized and open source data software infrastructure may become the most critical and valuable component of the AI ecosystem" [X Link](https://x.com/alinthemind/status/1943713426418942267) 2025-07-11T16:46Z [---] followers, [--] engagements "@theallinpod Much better investment than California high speed rail" [X Link](https://x.com/alinthemind/status/1948156051637096807) 2025-07-23T22:59Z [---] followers, [---] engagements "@ShangguanJiewen Chinas domestic economic growth driven by EVs" [X Link](https://x.com/alinthemind/status/1948861018257735960) 2025-07-25T21:40Z [---] followers, [--] engagements "@DeportElmoMusk @tijnless IPO likely end of [----] at $200B (25x $8B [----] revenues)" [X Link](https://x.com/alinthemind/status/1949894397145055466) 2025-07-28T18:07Z [---] followers, [--] engagements "@michelletandler Miami Texas and Nevada real estate agents are excited for Mamdani. 🤣" [X Link](https://x.com/alinthemind/status/1949895195149177339) 2025-07-28T18:10Z [---] followers, [--] engagements "@JeffBro52400644 Databricks is targeting a $200B IPO at 25x its estimated $8B in [----] revenue. If the market applies a Palantir-like revenue multiple its valuation could reach $1T" [X Link](https://x.com/alinthemind/status/1963293210857365579) 2025-09-03T17:29Z [---] followers, [---] engagements "@Streamkap @PaulFDudley Databricks raised just $1B in its last round primarily for acquisitions as its business model is relatively cash efficient. OpenAI on the other hand is capital-intensive and projects $1T in spending. Clearly Databricks has a much better business model" [X Link](https://x.com/alinthemind/status/1963294220862493150) 2025-09-03T17:33Z [---] followers, [--] engagements "@grok @nerd_inside_ @avukatspecter @NotATeslaApp When will this happen" [X Link](https://x.com/alinthemind/status/1964070307313987810) 2025-09-05T20:57Z [---] followers, [--] engagements "@BillAckman Finally a way to visualize the Inflation Reduction Act of [----]. 🤷🏻♂" [X Link](https://x.com/alinthemind/status/1585756263882715136) 2022-10-27T22:12Z [---] followers, [--] engagements "@InvestingAuth @StockSavvyShay Once public Databricks should easily be more valuable than Palantir" [X Link](https://x.com/alinthemind/status/1892377499000328196) 2025-02-20T00:55Z [---] followers, [--] engagements "@j0ewinn @databricks @elonmusk Because Databricks is a sure bet bankers will reserve allocation only to their best clients" [X Link](https://x.com/alinthemind/status/1893550376940392519) 2025-02-23T06:36Z [---] followers, [--] engagements "@MarioNawfal The smartest way to invest in OpenAI is by investing in Microsoft which holds roughly a one-third stake and earns revenue from providing its Azure cloud infrastructureallowing it to profit regardless of OpenAIs outcome" [X Link](https://x.com/alinthemind/status/1985023828767183213) 2025-11-02T16:38Z [---] followers, [---] engagements "@jaminball @databricks @AltimeterCap Next is new Oracle" [X Link](https://x.com/alinthemind/status/2001071362329469232) 2025-12-16T23:26Z [---] followers, [---] engagements "@altcap @alighodsi Databricks is future Mag 7" [X Link](https://x.com/alinthemind/status/2001071739003109491) 2025-12-16T23:27Z [---] followers, [--] engagements "@jasonlk @rodriscoll Investor appetite for Databricks IPO will be enormous driven by a valuation gap relative to Palantir" [X Link](https://x.com/alinthemind/status/2003205999185002942) 2025-12-22T20:48Z [---] followers, [--] engagements "@michaelsikand Investor appetite for Databricks IPO will be enormous driven by a valuation gap relative to Palantir" [X Link](https://x.com/alinthemind/status/2003206183696630157) 2025-12-22T20:49Z [---] followers, [--] engagements "@BG2Pod @apoorv03 @alighodsi @jainarvind The data and applications layer is expected to become the most valuable surpassing algorithms and hardware which can be commoditized. If Databricks continues to innovate and monopolizes this layer it could exceed Nvidia in value" [X Link](https://x.com/alinthemind/status/2003877615233650723) 2025-12-24T17:17Z [---] followers, [---] engagements "@TheChiefNerd How long until insurers start pulling out of New York City entirely like California" [X Link](https://x.com/alinthemind/status/2004704867177431534) 2025-12-27T00:04Z [---] followers, [--] engagements "@DavidSacks Because California is already on the downward side of the Laffer Curve raising wealth and state taxes will shrink revenue unless an exit tax is imposed. How long before Californias state tax rates overtake federal rates" [X Link](https://x.com/alinthemind/status/2005007555324789063) 2025-12-27T20:07Z [---] followers, [--] engagements "@mrp @RoKhanna @RepRoKhanna Basically move your company and employees out of California before going public. Palantir is a prime example" [X Link](https://x.com/alinthemind/status/2005700093454999666) 2025-12-29T17:59Z [---] followers, [---] engagements "@elonmusk FSD on HW3 remains unsafe. It already led to a crash. When will the HW4 upgrades roll out" [X Link](https://x.com/alinthemind/status/2007326072619315281) 2026-01-03T05:40Z [---] followers, [--] engagements "@elonmusk FSD on HW3 remains unsafe. It already led to a crash. When will the HW4 upgrades roll out" [X Link](https://x.com/alinthemind/status/2007326144883052697) 2026-01-03T05:40Z [---] followers, [--] engagements "@elonmusk FSD on HW3 remains unsafe. It already led to a crash. When will the HW4 upgrades roll out" [X Link](https://x.com/alinthemind/status/2007326199249600820) 2026-01-03T05:40Z [---] followers, [--] engagements "@Accomplish_Mag Databricks has 5-10X upside post IPO. https://fortune.com/2025/12/09/databticks-ceo-1-trillion-valuation-agents-brainstorm-ai/ https://fortune.com/2025/12/09/databticks-ceo-1-trillion-valuation-agents-brainstorm-ai/" [X Link](https://x.com/alinthemind/status/2023052673998815390) 2026-02-15T15:11Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@alinthemind alinthemindalinthemind posts on X about databricks, ipo, open ai, elon musk the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence technology brands finance stocks celebrities automotive brands countries vc firms currencies us election social networks
Social topic influence databricks #65, ipo #778, open ai, elon musk, snowflake, palantir, investment, tesla, china, microsoft
Top accounts mentioned or mentioned by @databricks @elonmusk @alighodsi @techcrunch @jasonlk @sinoautoinsight @theallinpod @altcap @ttunguz @jason @kobeissiletter @jhong @ericflaningam @theinformation @jeffbro52400644 @vivekgramaswamy @epasadenanow @divestech @sawyermerritt @barchart
Top assets mentioned Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) 8B (8B) Snowflake Inc. (SNOW) Dogecoin (DOGE)
Top posts by engagements in the last [--] hours
"@WayneLewy_ @carsonight @garyblack00 @jim8068104 @prune_55 I agree like Toyota Corolla VW Beetle Ford Model-T Chinese companies like WuLing can start with a basic vehicle and move up market. Given the Chinese entry & declining battery costs global EV mass market will likely be redefined from $20k currently to $10k"
X Link 2021-10-22T21:35Z [---] followers, [--] engagements
"@SinoAutoInsight More likely these are the holders of the $1.1 trillion of car industry debt soon to be junk bonds. 😅"
X Link 2023-07-28T16:54Z [---] followers, [--] engagements
"Improving wildfire predictions with Earth-scale climate models"
X Link 2023-08-24T17:32Z [---] followers, [--] engagements
"@theallinpod @RayDalio Ray Dalio's description of both political sides finding common middle ground and engineering economic solutions closely resembles the system employed by China"
X Link 2023-09-17T23:15Z [---] followers, [--] engagements
"@garrytan If Oracle does not beat Snowflake DataBricks will. 🤷🏻♂"
X Link 2023-09-20T06:29Z [---] followers, [----] engagements
"@altcap Databricks and Stripe IPOs should be next 🚀"
X Link 2023-09-22T16:02Z [---] followers, [---] engagements
"With the absence of Chinese competitors Tesla essentially has a monopoly in the US EV market. In China Tesla is stuck in the middle (not premium or budget) and steadily loosing market share"
X Link 2023-09-27T20:56Z [---] followers, [--] engagements
"CyberTruck in SF"
X Link 2023-10-10T02:57Z [---] followers, [--] engagements
"@leixing77 WuLing is positioned to emerge as a strong rival to BYD partly due to their collaboration in battery technologies enabling them to be a low cost disruptor. 👏🏻😂"
X Link 2023-10-10T03:13Z [---] followers, [--] engagements
"@TechCrunch @RebeccaBellan EV and battery companies that aren't already generating positive cash flow may have a challenging time surviving"
X Link 2023-10-11T20:07Z [---] followers, [--] engagements
"@NikkeiAsia EV and battery companies that aren't already generating positive cash flow may have a challenging time surviving"
X Link 2023-10-11T20:07Z [---] followers, [--] engagements
"@business EV and battery companies that aren't already generating positive cash flow may have a challenging time surviving"
X Link 2023-10-11T20:07Z [---] followers, [--] engagements
"@ray4tesla Still loosing market share in China since Tesla is neither premium nor budget"
X Link 2023-10-17T04:12Z [---] followers, [---] engagements
"@SawyerMerritt As Elon stressed the paramount importance of cost in market penetration should Chinese competitors continue to excel in cost leadership they will emerge as the dominant players in the global electric vehicle industry"
X Link 2023-10-19T01:30Z [---] followers, [--] engagements
"@KobeissiLetter $100+ oil should accelerate electric vehicle adoption"
X Link 2023-10-20T16:55Z [---] followers, [---] engagements
"Is it reasonable to split Teslas valuation into a $100 billion auto/energy business and a pre-revenue AI business effectively valued at $500+ billion which is five times that of OpenAI and ten times that of Databricks both generating well over $1 billion in revenue 🚘🤖"
X Link 2023-10-20T20:45Z [---] followers, [--] engagements
"@Barchart The mortgage interest rate will soon exceed 10%"
X Link 2023-10-22T20:05Z [---] followers, [--] engagements
"@KobeissiLetter MSFT is a back door way to get exposure to DataBricks and OpenAI. 🚪"
X Link 2023-10-24T22:47Z [---] followers, [---] engagements
"@sama I suggest separating the OpenAI business arm from the non-profit arm. Each will have its own board the non-profit board dedicated to the humane AGI mission & the business board concentrating on shareholders investors monetization customers partners & business matters"
X Link 2023-11-20T00:48Z [---] followers, [--] engagements
"@rowancheung @sama @gdb Which imploded faster OpenAI or FTX 🤷🏻♂"
X Link 2023-11-20T19:34Z [---] followers, [--] engagements
"@GRDecter Basically MSFT would have controlling stake over OpenAI for them to survive. 👍🏻"
X Link 2023-11-21T16:27Z [---] followers, [---] engagements
"@jhong Essentially Microsoft would hold a controlling position through covenants governance and board seat(s) if Sam wants to return to OpenAI"
X Link 2023-11-21T17:17Z [---] followers, [--] engagements
"@TechCrunch @cz_binance @binance 🪙🪙🪙 Game of Coins 🪙🪙🪙"
X Link 2023-11-21T19:53Z [---] followers, [--] engagements
"@Benioff @salesforce @Microsoft Top candidate. 🤷🏻♂"
X Link 2023-11-22T15:45Z [---] followers, [--] engagements
"@dunne_insights China is strongly positioned to lead the worldwide effort against climate change taking the forefront in the $2T global auto industry with electric vehicles and the $6T global energy market through batteries and renewables. This is expected to drive many decades of GDP growth"
X Link 2023-11-26T17:29Z [---] followers, [--] engagements
"@wolfoflag Databricks could be the only Silicon Valley unicorn experiencing an increase in its valuation"
X Link 2023-11-29T04:38Z [---] followers, [--] engagements
"@jasonlk Databricks will be the new Oracle"
X Link 2023-11-29T04:40Z [---] followers, [--] engagements
"@jaminball Databricks is the most important company solving this pain point"
X Link 2023-11-30T00:11Z [---] followers, [--] engagements
"@SinoAutoInsight @WulingMotorsID A00 category electric vehicles such as WuLing Bingo/MiniEV ChangAn Lumin and Geely Panda represent low-end disruptive innovation"
X Link 2023-11-30T18:59Z [---] followers, [--] engagements
"@colinmckerrache True in China but not necessarily for the US"
X Link 2023-12-05T20:55Z [---] followers, [---] engagements
"@GRRDectter Databricks is emerging as the preeminent company in data/AI infrastructure. The robust institutional interest as indicated by the recent up-round and demand for secondaries suggests that Databricks is poised to experience the most substantial trading premium after its IPO"
X Link 2023-12-13T16:33Z [---] followers, [---] engagements
"@CathieDWood @elonmusk Given Elon Musk's statement about the majority of electric vehicles will be supplied by Chinese car companies could you discuss strategies for investing in these companies"
X Link 2023-12-20T03:00Z [---] followers, [--] engagements
"@BBCWorld Excited about the upcoming IPOs of Databricks in AI and Octillion Power Systems in the EV sector in 2024"
X Link 2023-12-22T16:27Z [---] followers, [---] engagements
"@BBCTech Excited about the upcoming IPOs of Databricks in AI and Octillion Power Systems in the EV sector in 2024"
X Link 2023-12-22T16:27Z [---] followers, [---] engagements
"@BBCScienceNews Excited about the upcoming IPOs of Databricks in AI and Octillion Power Systems in the EV sector in 2024"
X Link 2023-12-22T16:27Z [--] followers, [---] engagements
"@Katie_Roof @mcbridesg If Databricks provided their own cloud infrastructure their revenues would surpass Snowflake's by 15% this year"
X Link 2023-12-23T16:12Z [---] followers, [--] engagements
"Cummins to pay a $1.675B penalty for installing emissions defeat devices on [------] model year [----] to [----] RAM [----] and [----] pickup truck engines. https://www.greencarcongress.com/2023/12/20231223-cummins.html#::text=23%20December%202023and%203500%20pickup%20truck%20engines https://www.greencarcongress.com/2023/12/20231223-cummins.html#::text=23%20December%202023and%203500%20pickup%20truck%20engines"
X Link 2023-12-25T18:30Z [---] followers, [--] engagements
"2024 Tech IPO Pipeline"
X Link 2023-12-27T19:27Z [---] followers, [--] engagements
"@retttx What are the chances of Microsoft making a move to acquire Databricks after their IPO I can envision Microsoft allocating a substantial amount perhaps at least 10% of their market capitalization for such a deal"
X Link 2023-12-27T19:38Z [---] followers, [---] engagements
"$2.6T dry powder"
X Link 2023-12-27T21:18Z [--] followers, [--] engagements
"@retttx Large corporations often struggle to match the execution of nimble startups with exceptional leadership. Copying Databricks' architecture recognizes the strategic importance of their platform. The ultimate winner will be decided by the decisions of developers and data scientists"
X Link 2023-12-27T22:02Z [---] followers, [--] engagements
"@SinoAutoInsight Tesla better speed up Highland and Juniper offering in the US. I think many holding out until then"
X Link 2023-12-28T03:37Z [---] followers, [---] engagements
"@FT What premium would MSFT pay to acquire any of their data/AI partners such as Databricks or OpenAI 3-5x"
X Link 2023-12-28T17:32Z [--] followers, [--] engagements
"@StevenXi07 @SapphireVC @jai_das @TechCrunch "Stripe or Databricks could raise $5-10 billion potentially in an IPO.""
X Link 2024-01-04T18:41Z [---] followers, [---] engagements
"@ttunguz Stripe or Databricks could raise $5-10 billion potentially in an IPO"
X Link 2024-01-04T18:42Z [---] followers, [---] engagements
"@databricks [----] IPO 😂👍🏻"
X Link 2024-01-05T23:17Z [---] followers, [---] engagements
"@EricFlaningam Azure Databricks / Delta Lake seems to be the most strategic partnership for Microsoft"
X Link 2024-01-09T22:11Z [---] followers, [--] engagements
"@SawyerMerritt Without Elon securing his compensation package Tesla returns to being solely an automotive company. 🤷🏻♂"
X Link 2024-01-22T20:33Z [---] followers, [---] engagements
"@FredericLambert @elonmusk Without Elon securing his compensation package Tesla returns to being solely an automotive company. 🤷🏻♂"
X Link 2024-01-22T20:33Z [---] followers, [--] engagements
"@Forbes Without Elon securing his compensation package Tesla returns to being solely an automotive company. 🤷🏻♂"
X Link 2024-01-22T20:33Z [---] followers, [--] engagements
"@SinoAutoInsight Only cash flow positive EV companies should go public. 😂"
X Link 2024-01-30T05:21Z [---] followers, [--] engagements
"@Barchart Good time for Databricks IPO"
X Link 2024-01-30T16:29Z [---] followers, [---] engagements
"@sarbjeetjohal @RealStrech What are your thoughts on the eagerly awaited IPO of Databricks"
X Link 2024-02-02T16:39Z [---] followers, [---] engagements
"@theinformation @coryweinberg @amir Employees desiring immediate financial liquidity would be potentially giving up 50+% IRR upside from the IPO and beyond. 😂"
X Link 2024-02-03T17:05Z [---] followers, [--] engagements
"@theinformation @coryweinberg @amir Employees desiring immediate financial liquidity would be potentially giving up 50+% IRR upside from the IPO and beyond. 😂"
X Link 2024-02-03T17:05Z [---] followers, [--] engagements
"@TechCompanyNews Databricks soon to be the most comprehensive data and AI company 😂"
X Link 2024-02-03T17:19Z [---] followers, [--] engagements
"@SFGate Tech conferences in Las Vegas offer superior quality infrastructure and safety compared to San Francisco"
X Link 2024-02-06T06:48Z [---] followers, [---] engagements
"@ryan_c_walsh Of the group Databricks is the only one that has massive upside after IPO. 😂"
X Link 2024-02-09T16:26Z [---] followers, [---] engagements
"@LeviathanCapit1 @IndraStocks If Databricks were to provision their own computing infrastructure akin to Snowflake Databricks would already have a revenue that is 20+% higher. Furthermore their growth rate is twice as high at 50+% and their gross margins are 20% greater at 80+%. 😂"
X Link 2024-02-09T16:33Z [---] followers, [--] engagements
"@matei_zaharia @databricks Go BAIRs 🐻"
X Link 2024-02-19T17:26Z [---] followers, [---] engagements
"@GRDecter We just need the IPOs Wall Street wants"
X Link 2024-02-21T18:11Z [---] followers, [--] engagements
"@jasonlk Look forward to the IPOs Wall St. wants"
X Link 2024-02-25T22:17Z [---] followers, [---] engagements
"After investing in Databricks Nvidia CEO Jensen Huang said "Enterprise data is a goldmine for generative Al". Databricks is at the forefront of generative Al for enterprises"
X Link 2024-02-29T18:03Z [---] followers, [--] engagements
"Databricks could soon be the most valuable software company in SF. 🚀"
X Link 2024-03-06T15:42Z [---] followers, [---] engagements
"@jasonlk Databricks holds a notably stronger position than Snowflake due to its substantially higher growth higher margins and advanced capabilities in handling unstructured data and AI"
X Link 2024-03-17T19:40Z [---] followers, [----] engagements
"@jhong The Taylor Swift of AI"
X Link 2024-03-19T18:54Z [---] followers, [--] engagements
"NVIDIA + Databricks 💻🧱"
X Link 2024-03-20T19:31Z [---] followers, [--] engagements
"@TalkAIToday The IPO of Databricks is the most anticipated in the AI sector"
X Link 2024-03-21T17:34Z [---] followers, [--] engagements
"@asanwal Databricks is poised to expand into all AI & LLMOps categories and dominate the market through consolidation"
X Link 2024-03-24T16:21Z [---] followers, [--] engagements
"@theallinpod @nytimes The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀"
X Link 2024-03-24T21:00Z [---] followers, [--] engagements
"@CNBC The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀"
X Link 2024-03-24T21:00Z [---] followers, [--] engagements
"@nytimes The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀"
X Link 2024-03-24T21:00Z [---] followers, [--] engagements
"@Schuldensuehner The Saudis should consider following the lead of prominent investor Pelosi and make significant investments in Nvidia and Databricks. 🚀"
X Link 2024-03-24T21:01Z [---] followers, [--] engagements
"@databricks It turns out you dont need AGI for data intelligence. But you do need Databricks"
X Link 2024-03-29T22:31Z [---] followers, [--] engagements
"@jhong Tesla's FSD system is presently priced at over twice the cost of some budget Chinese EVs. In G7 nations affluent consumers can prioritize advanced features whereas in the Global South the choice often lies between Chinese EVs or non-consumption"
X Link 2024-03-31T18:39Z [---] followers, [--] engagements
"@databricks @CRN Should be #1 🏆"
X Link 2024-04-10T00:05Z [---] followers, [--] engagements
"@databricks @Forbes Should be AI #1"
X Link 2024-04-11T18:00Z [---] followers, [--] engagements
"@CollinRugg This stimulus may drive inflation and interest rates higher"
X Link 2024-04-12T23:33Z [---] followers, [--] engagements
"Amazing discussion on AI and LLMs with Ion Stoica Director of Sky Computing Lab and Co-Founder & Executive Chairman at @databricks. Go Bears 🐻"
X Link 2024-04-20T23:18Z [---] followers, [--] engagements
"@TheTranscript_ @alighodsi After Databricks becomes publicly traded it's expected that they will have a higher valuation multiple compared to Snowflake due to their significantly higher revenue growth and industry leading AI technology"
X Link 2024-05-05T23:15Z [---] followers, [---] engagements
"@cb_doge @elonmusk Dont forget Databricks. https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm"
X Link 2024-05-07T18:34Z [---] followers, [--] engagements
"@thedealdirector Databricks and Microsoft are the sole AI software platform companies that have real business models"
X Link 2024-05-07T18:37Z [---] followers, [--] engagements
"@HubertJan2 @beursstier68 @NicoInberg From that list Databricks is the only company specializing in AI. DataBricks CEO @alighodsi commenting on their competitor $SNOW: "Thats a great company they really didnt have any AI. So AI is an afterthought and I think they actually even went through a CEO change now just to try to fix that. They have a lot of catching up to do for https://t.co/eJOVt0Qn9O DataBricks CEO @alighodsi commenting on their competitor $SNOW: "Thats a great company they really didnt have any AI. So AI is an afterthought and I think they actually even went through a CEO change"
X Link 2024-05-07T19:04Z [---] followers, [--] engagements
"Legendary Jim Simons 😢 https://www.wsj.com/arts-culture/books/jim-simons-a-pioneer-of-quantitative-trading-dies-6621d66est=ipdt1qkr3ldt8e2&reflink=article_imessage_share https://www.wsj.com/arts-culture/books/jim-simons-a-pioneer-of-quantitative-trading-dies-6621d66est=ipdt1qkr3ldt8e2&reflink=article_imessage_share"
X Link 2024-05-11T02:00Z [---] followers, [--] engagements
"@elerianm @FT Chinese electric vehicle firms had the potential to create millions of manufacturing jobs in the US. However they are now poised to bring these opportunities to Mexico and other countries instead"
X Link 2024-05-11T14:37Z [---] followers, [--] engagements
"@skorusARK Apple should launch their own"
X Link 2024-05-14T15:34Z [---] followers, [--] engagements
"@2RipSlip @databricks Once they IPO Databricks should take Tesla's place in the Magnificent 7"
X Link 2024-05-15T19:12Z [---] followers, [---] engagements
"@zerohedge In the large-scale deployment of AI renewable energy technologies may be considered the second most critical resource after GPUs"
X Link 2024-05-21T00:06Z [---] followers, [--] engagements
"@SriniSaravanan Databricks definitely has more upside than Stripe"
X Link 2024-05-30T20:29Z [---] followers, [--] engagements
"@MMsHaveTheKeys @lexnfx If Databricks' revenues keep increasing by 50% year over year the number of buyers will consistently exceed the number of sellers"
X Link 2024-06-07T15:01Z [---] followers, [--] engagements
"@JeffBro52400644 Databricks IPO should be bigger than Stripe SpaceX and Bytedance"
X Link 2024-06-07T15:03Z [---] followers, [--] engagements
"@arstechnica All public companies deserved a motivated full time CEO"
X Link 2024-06-07T17:48Z [---] followers, [---] engagements
"Databricks Data + AI Summit 🧱"
X Link 2024-06-13T17:55Z [---] followers, [--] engagements
"@H0wie_Xu @datastrato @databricks @SnowflakeDB @snowflake If Databricks were to go public tomorrow it would likely have a market cap twice that of Snowflake"
X Link 2024-06-13T19:58Z [---] followers, [---] engagements
"@ttunguz If Databricks were to go public tomorrow it would likely have a market cap twice that of Snowflake"
X Link 2024-06-13T20:24Z [---] followers, [---] engagements
"Nvidia and Databricks CEOs on the future of data processing and generative AI https://youtu.be/SAsoWmMhX3Qsi=-pNz7aQ2oMbIRG5B https://youtu.be/SAsoWmMhX3Qsi=-pNz7aQ2oMbIRG5B"
X Link 2024-06-15T06:49Z [---] followers, [--] engagements
"@dissectmarkets @databricks If Databricks were to have an IPO tomorrow its market capitalization would probably be double that of Snowflake's"
X Link 2024-06-15T20:12Z [---] followers, [---] engagements
"@theinformation @AnitaRamaswamy If Databricks were to have an IPO tomorrow its market capitalization would probably be double that of Snowflake's"
X Link 2024-06-21T15:38Z [---] followers, [---] engagements
"@Jalopnik Tesla is no longer a car company but rather an early stage pre-product AI and robotics company"
X Link 2024-06-21T20:04Z [---] followers, [--] engagements
"@H0wie_Xu @datastrato @databricks @SnowflakeDB @snowflake"
X Link 2024-06-22T18:57Z [---] followers, [--] engagements
"@DanelDayan Few can match Databricks' rapid revenue growth at scale. The key question is when it will slow given their 1% TAM penetration. Snowflake may no longer be the best comparison; when will Databricks catch up to Oracle Nvidia or Microsoft in revenues"
X Link 2024-06-24T15:24Z [---] followers, [---] engagements
"@databricks Legendary"
X Link 2024-06-26T23:27Z [---] followers, [---] engagements
"@Asktraders1 If Databricks were to go public today it would surpass Snowflake in value. However investors anticipate a 3-10x appreciation in the next few years owing to Databricks' continued rapid growth acquisition strategy and AI leadership"
X Link 2024-06-28T15:42Z [---] followers, [--] engagements
"@MarketMetaX @SpaceX @AntGroup @SHEIN_Official @reliancejio @stripe @databricks @Checkout Among the companies on this list only Databricks and SpaceX likely have the potential for a 10x appreciation"
X Link 2024-06-28T15:44Z [---] followers, [---] engagements
"@EricFlaningam Databricks will be the most valuable data and AI company once they go public"
X Link 2024-07-09T15:46Z [---] followers, [---] engagements
"Supreme Court Ruling on NYC Rent Control Takings Clause https://www.youtube.com/live/c8HTq6PeBK8si=xnfMRf_HYAtvxt3k https://www.youtube.com/live/c8HTq6PeBK8si=xnfMRf_HYAtvxt3k"
X Link 2024-07-11T05:51Z [---] followers, [--] engagements
"@jasonlk Only data and AI companies like Databricks are seeing accelerating growth. https://www.saastr.com/databricks-is-growing-at-2-4-billion-in-arr-and-accelerating/ https://www.saastr.com/databricks-is-growing-at-2-4-billion-in-arr-and-accelerating/"
X Link 2024-07-12T19:39Z [---] followers, [---] engagements
"@databricks Severless will double Databricks revenues"
X Link 2024-07-15T22:01Z [---] followers, [---] engagements
"@EricFlaningam To reach a trillion-dollar valuation Databricks may potentially pursue a strategy of acquiring and rolling up the next dozen most promising data and AI companies potentially including this list"
X Link 2024-07-25T16:01Z [---] followers, [--] engagements
"@anandragn @TennesRita Following their initial public offering Databricks' valuation is projected to exceed twice that of Snowflake"
X Link 2024-08-05T22:05Z [---] followers, [---] engagements
"This highlights how constrained the software IPO market has been. Due to the backlog the minimum revenue needed for a successful IPO in the near future might reach the billions. This supports the view that leading companies are in a strong position to roll up smaller firms"
X Link 2024-08-10T18:17Z [---] followers, [--] engagements
"@Jason Real estate is the best hedge against inflation"
X Link 2024-08-14T01:06Z [---] followers, [--] engagements
"@Jason @KamalaHarris @Tim_Walz"
X Link 2024-08-15T07:50Z [---] followers, [--] engagements
"@KamalaHarris @Tim_Walz https://youtube.com/shorts/nuJvbCD3Pxwsi=SynNwEVivoamMq9F https://youtube.com/shorts/nuJvbCD3Pxwsi=SynNwEVivoamMq9F"
X Link 2024-08-15T15:54Z [---] followers, [--] engagements
"@HuffPost Kamala Harris is largely responsible for the rise of retail theft and drug abuse observed today in California. She authored the highly deceptive ballot title for Prop [--] known as the Safe Neighborhoods and Schools Act"
X Link 2024-08-16T07:30Z [---] followers, [--] engagements
"@amitisinvesting Wealth taxes and unrealized capital gains taxes can hinder innovation and growth by discouraging investment and savings. This may stifle entrepreneurship and capital formation reducing global competitiveness and risking slower economic growth or even a recession"
X Link 2024-08-20T21:04Z [---] followers, [--] engagements
"@michelletandler Dems have become the party of hate"
X Link 2024-08-23T20:55Z [---] followers, [--] engagements
"@RobertKennedyJr Better MAGA than MARX"
X Link 2024-08-26T00:00Z [---] followers, [--] engagements
"@AgatheDemarais It is innovations rooted in first principles robotics and supply chain optimization that have driven prices down. Leading companies such as CATL BYD and Octillion are profitably growing double-digits and expanding globally"
X Link 2024-08-28T18:35Z [---] followers, [---] engagements
"@Noahpinion It is innovations rooted in first principles robotics and supply chain optimization that have driven prices down. Leading companies such as CATL BYD and Octillion are profitably growing double-digits and expanding globally"
X Link 2024-08-28T18:36Z [---] followers, [---] engagements
"@akafacehots Cant post this on Facebook"
X Link 2024-08-28T19:58Z [---] followers, [--] engagements
"@theallinpod @reidhoffman @OpenAI Sachs is for MAGA and Hoffman is for MARX"
X Link 2024-08-31T19:48Z [---] followers, [--] engagements
"@elonmusk San Francisco spends $8128 per person on government services significantly higher than San Jose's $1370. Even with an 80% reduction SF would still outspend San Jose. The city is in serious need of a government efficiency commission"
X Link 2024-09-05T19:40Z [---] followers, [--] engagements
"@elonmusk San Francisco spends $8128 per person on government services significantly higher than San Jose's $1370. Even with an 80% reduction SF would still outspend San Jose. The city is in serious need of a government efficiency commission"
X Link 2024-09-05T19:51Z [---] followers, [--] engagements
"@elonmusk San Francisco spends $8128 per person on government services significantly higher than San Jose's $1370. Even with an 80% reduction SF would still outspend San Jose. The city is in serious need of a government efficiency commission"
X Link 2024-09-05T19:54Z [---] followers, [--] engagements
"@mrexits If a U.S. sovereign wealth fund is established it could become the largest limited partner in venture capital and private equity funds"
X Link 2024-09-05T21:10Z [---] followers, [---] engagements
"@ClayTravis Doesnt inflation destroy small businesses"
X Link 2024-10-01T05:49Z [---] followers, [--] engagements
"@merovingian_man @AyeshaTariq Databricks should definitely be more valuable than OpenAI"
X Link 2024-10-05T17:45Z [---] followers, [--] engagements
"@grumpyghostcat Databricks should definitely be more valuable than OpenAI"
X Link 2024-10-06T02:12Z [---] followers, [--] engagements
"@NikkiHNguyen @SignalFire @JoshConstine Is SF really back Or just for certain events"
X Link 2024-10-30T23:42Z [---] followers, [---] engagements
"Republics may control the Presidency Senate Supreme Court and now the House As of 12:26pm ET Republicans have a 95% chance to control the House. https://t.co/YH0HbwDlbA As of 12:26pm ET Republicans have a 95% chance to control the House. https://t.co/YH0HbwDlbA"
X Link 2024-11-06T18:02Z [---] followers, [--] engagements
"@VivekGRamaswamy 👏🏻 👏🏻"
X Link 2024-11-13T19:52Z [---] followers, [--] engagements
"@Jason @elonmusk @VivekGRamaswamy Werent you always the most outspokenly anti-Trump person on the podcast"
X Link 2024-11-13T20:43Z [---] followers, [--] engagements
"@VivekGRamaswamy 👏🏻 👏🏻 👏🏻"
X Link 2024-11-14T07:39Z [---] followers, [--] engagements
"@ttunguz Databricks should to be more valuable than OpenAI"
X Link 2024-11-16T06:23Z [---] followers, [--] engagements
"@ttunguz As a result companies like Databricks rather than OpenAI are likely to lead in enterprise AI"
X Link 2024-11-16T16:42Z [---] followers, [--] engagements
"@PreIPOStocks @databricks The question is not if but when Databricks will surpass Snowflake"
X Link 2024-11-25T18:14Z [---] followers, [--] engagements
"Las Vegas F1 2024"
X Link 2024-11-25T20:00Z [---] followers, [--] engagements
"@fundmyfund Why couldnt Databricks IPO be larger than OpenAI"
X Link 2024-11-26T20:10Z [---] followers, [---] engagements
"@la_da_kid Databricks leads in enterprise AI while OpenAI excels in consumer AI. Which will hold greater long-term value"
X Link 2024-11-27T19:16Z [---] followers, [--] engagements
"@High_Def_News Will OLED become obsolete with the release of LCD WHVA TVs"
X Link 2024-11-29T09:58Z [---] followers, [--] engagements
"@Benioff Please launch DOGE in San Francisco No one needs it more"
X Link 2024-11-30T21:23Z [---] followers, [--] engagements
"@AaronGDillon Databricks with a $61 billion valuation remains an attractive opportunity as the company has substantial growth potential possibly surpassing Salesforce"
X Link 2024-12-09T17:47Z [---] followers, [---] engagements
"@KobeissiLetter With insurance premiums rising 2-3x California inflation is going through the roof"
X Link 2024-12-12T17:48Z [---] followers, [--] engagements
"@readkrystalhu @kenrickcai @DEER_ECHO_ If valued at a Palantir-like multiple Databricks could go public with a valuation exceeding $200 billion"
X Link 2024-12-15T02:54Z [---] followers, [---] engagements
"@readkrystalhu @annatonger If LLMs have reached a plateau greater attention will shift to companies with robust enterprise AI business models such as Palantir and Databricks"
X Link 2024-12-15T21:35Z [---] followers, [--] engagements
"@TechCrunch If valued at a Palantir-like multiple Databricks could go public with a valuation exceeding $200 billion"
X Link 2024-12-16T19:33Z [---] followers, [---] engagements
"@TechCrunch These new investors seem to believe that Databricks is currently undervalued. They think it has the potential to go public next year with a valuation exceeding $200 billion assuming its priced at a multiple similar to Palantirs"
X Link 2024-12-18T17:56Z [---] followers, [--] engagements
"@axios @databricks @alighodsi @danprimack These new investors seem to believe that Databricks is currently undervalued. They think it has the potential to go public next year with a valuation exceeding $200 billion assuming its priced at a multiple similar to Palantirs"
X Link 2024-12-18T17:57Z [---] followers, [--] engagements
"@cb_doge @elonmusk Based on Elons statement Chinas manufacturing dominance is under appreciated"
X Link 2024-12-26T04:18Z [---] followers, [--] engagements
"@ElectrekCo @FredericLambert Tesla Cybertrucks are exploding not always in a good way"
X Link 2025-01-02T22:09Z [---] followers, [--] engagements
"@Pas4RentControl @ryanjbell No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:21Z [---] followers, [--] engagements
"@AbundantHousing No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:22Z [---] followers, [--] engagements
"@PasadenaGov No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:22Z [---] followers, [--] engagements
"@StephenGutowski No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:22Z [---] followers, [--] engagements
"@DavidPiotrowski No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:22Z [---] followers, [--] engagements
"@PasadenaGov No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:22Z [---] followers, [--] engagements
"@Pas4RentControl No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:23Z [---] followers, [--] engagements
"@KevinCEzeh No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:24Z [---] followers, [--] engagements
"@ePasadenaNow No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:24Z [---] followers, [--] engagements
"@ePasadenaNow No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:24Z [---] followers, [--] engagements
"@ePasadenaNow No one will invest in rebuilding Pasadena under Measure H"
X Link 2025-01-13T21:24Z [---] followers, [--] engagements
"@ABC7 Please fire all the union employees"
X Link 2025-01-20T18:48Z [---] followers, [---] engagements
"@BusinessInsider Solidarity Against the Union 🪧"
X Link 2025-01-20T18:51Z [---] followers, [--] engagements
"@DivesTech Databricks is projected to exceed Palantir in revenue this year with a long-term growth rate nearly twice as high. It might be a more promising investment than Palantir"
X Link 2025-03-19T17:02Z [---] followers, [--] engagements
"@DivesTech @SquawkStreet @carlquintanilla @CourtReagan Databricks is projected to exceed Palantir in revenue this year with a long-term growth rate nearly twice as high. It might be a more promising investment than Palantir"
X Link 2025-03-19T17:04Z [---] followers, [--] engagements
"@bsurveillance @DivesTech @tomkeene @ptsweeney Databricks is projected to exceed Palantir in revenue this year with a long-term growth rate nearly twice as high. It might be a more promising investment than Palantir"
X Link 2025-03-19T17:04Z [---] followers, [--] engagements
"@TheKevinDalton Only Kamala can outperform Gavin"
X Link 2025-04-21T20:47Z [---] followers, [--] engagements
"@GWTJAL How do we know EPY IPO timing"
X Link 2025-06-02T04:40Z [---] followers, [--] engagements
"@Data_AI_Summit @databricks @alighodsi Jamie Dimon: Hardest part is the data not the AI"
X Link 2025-06-11T17:51Z [---] followers, [---] engagements
"@JeffBro52400644 @StockSavvyShay If Palantir is the comp valuation could be over $300B"
X Link 2025-06-13T20:40Z [---] followers, [--] engagements
"@TheMarinaTimes Aaron Peskin is the Zohran Mamdani of SF"
X Link 2025-06-30T23:23Z [---] followers, [--] engagements
"@DrocDolf Databricks will definitely be more valuable than Palantir"
X Link 2025-07-05T19:35Z [---] followers, [--] engagements
"@nanalyzetweets This was quoted in 2024"
X Link 2025-07-11T16:41Z [---] followers, [--] engagements
"@SiliconANGLE As AI models become commoditized and open source data software infrastructure may become the most critical and valuable component of the AI ecosystem"
X Link 2025-07-11T16:46Z [---] followers, [--] engagements
"@theallinpod Much better investment than California high speed rail"
X Link 2025-07-23T22:59Z [---] followers, [---] engagements
"@ShangguanJiewen Chinas domestic economic growth driven by EVs"
X Link 2025-07-25T21:40Z [---] followers, [--] engagements
"@DeportElmoMusk @tijnless IPO likely end of [----] at $200B (25x $8B [----] revenues)"
X Link 2025-07-28T18:07Z [---] followers, [--] engagements
"@michelletandler Miami Texas and Nevada real estate agents are excited for Mamdani. 🤣"
X Link 2025-07-28T18:10Z [---] followers, [--] engagements
"@JeffBro52400644 Databricks is targeting a $200B IPO at 25x its estimated $8B in [----] revenue. If the market applies a Palantir-like revenue multiple its valuation could reach $1T"
X Link 2025-09-03T17:29Z [---] followers, [---] engagements
"@Streamkap @PaulFDudley Databricks raised just $1B in its last round primarily for acquisitions as its business model is relatively cash efficient. OpenAI on the other hand is capital-intensive and projects $1T in spending. Clearly Databricks has a much better business model"
X Link 2025-09-03T17:33Z [---] followers, [--] engagements
"@grok @nerd_inside_ @avukatspecter @NotATeslaApp When will this happen"
X Link 2025-09-05T20:57Z [---] followers, [--] engagements
"@BillAckman Finally a way to visualize the Inflation Reduction Act of [----]. 🤷🏻♂"
X Link 2022-10-27T22:12Z [---] followers, [--] engagements
"@InvestingAuth @StockSavvyShay Once public Databricks should easily be more valuable than Palantir"
X Link 2025-02-20T00:55Z [---] followers, [--] engagements
"@j0ewinn @databricks @elonmusk Because Databricks is a sure bet bankers will reserve allocation only to their best clients"
X Link 2025-02-23T06:36Z [---] followers, [--] engagements
"@MarioNawfal The smartest way to invest in OpenAI is by investing in Microsoft which holds roughly a one-third stake and earns revenue from providing its Azure cloud infrastructureallowing it to profit regardless of OpenAIs outcome"
X Link 2025-11-02T16:38Z [---] followers, [---] engagements
"@jaminball @databricks @AltimeterCap Next is new Oracle"
X Link 2025-12-16T23:26Z [---] followers, [---] engagements
"@altcap @alighodsi Databricks is future Mag 7"
X Link 2025-12-16T23:27Z [---] followers, [--] engagements
"@jasonlk @rodriscoll Investor appetite for Databricks IPO will be enormous driven by a valuation gap relative to Palantir"
X Link 2025-12-22T20:48Z [---] followers, [--] engagements
"@michaelsikand Investor appetite for Databricks IPO will be enormous driven by a valuation gap relative to Palantir"
X Link 2025-12-22T20:49Z [---] followers, [--] engagements
"@BG2Pod @apoorv03 @alighodsi @jainarvind The data and applications layer is expected to become the most valuable surpassing algorithms and hardware which can be commoditized. If Databricks continues to innovate and monopolizes this layer it could exceed Nvidia in value"
X Link 2025-12-24T17:17Z [---] followers, [---] engagements
"@TheChiefNerd How long until insurers start pulling out of New York City entirely like California"
X Link 2025-12-27T00:04Z [---] followers, [--] engagements
"@DavidSacks Because California is already on the downward side of the Laffer Curve raising wealth and state taxes will shrink revenue unless an exit tax is imposed. How long before Californias state tax rates overtake federal rates"
X Link 2025-12-27T20:07Z [---] followers, [--] engagements
"@mrp @RoKhanna @RepRoKhanna Basically move your company and employees out of California before going public. Palantir is a prime example"
X Link 2025-12-29T17:59Z [---] followers, [---] engagements
"@elonmusk FSD on HW3 remains unsafe. It already led to a crash. When will the HW4 upgrades roll out"
X Link 2026-01-03T05:40Z [---] followers, [--] engagements
"@elonmusk FSD on HW3 remains unsafe. It already led to a crash. When will the HW4 upgrades roll out"
X Link 2026-01-03T05:40Z [---] followers, [--] engagements
"@elonmusk FSD on HW3 remains unsafe. It already led to a crash. When will the HW4 upgrades roll out"
X Link 2026-01-03T05:40Z [---] followers, [--] engagements
"@Accomplish_Mag Databricks has 5-10X upside post IPO. https://fortune.com/2025/12/09/databticks-ceo-1-trillion-valuation-agents-brainstorm-ai/ https://fortune.com/2025/12/09/databticks-ceo-1-trillion-valuation-agents-brainstorm-ai/"
X Link 2026-02-15T15:11Z [---] followers, [--] engagements
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/creator/twitter::alinthemind