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AIHOT · Published October 27, 2026 at 22:02

Ben Horowitz's long-form article analyzes the corporate structure of Databricks in the age of autonomous agents.

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Ben Horowitz of a16z analyzes how Databricks has become the infrastructure company for the age of agents. Databricks now reports $7 billion in annual recurring revenue, an 80% year-over-year increase, with a valuation of $190 billion.

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