The Minutes of Brad Gerstner on databricks https://minutesof.com/brad-gerstner/on/databricks/ Everything Brad Gerstner has said on databricks: 2 verbatim quotes between January 2026 and February 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:54 +0000 Gerstner cites Databricks growing over 60% as example of companies accelerating because AI relies on them. https://minutesof.com/q/0bcee712-5036-472b-8bba-847722a07e36/ https://minutesof.com/q/0bcee712-5036-472b-8bba-847722a07e36/ “I think this quarter, they're they grew over 60%. Snowflake, Clickhouse, these are companies that are accelerating their core revenues because AI relies on them.” — Altimeter Capital Fri, 06 Feb 2026 21:47:27 +0000 databricks Gerstner says Databricks and Snowflake are accelerating because they provide the data substrate for agentic AI https://minutesof.com/q/28161199-1201-4d20-bcda-aa3078c6c6e7/ https://minutesof.com/q/28161199-1201-4d20-bcda-aa3078c6c6e7/ “But there are other companies that we own and love, like Databricks and Snowflake, that are actually accelerating. Why are they accelerating? They are the data substrate upon which enterprises are building agentic solutions.” — CNBC Television Tue, 06 Jan 2026 18:27:14 +0000 databricks