a16z partners argue Databricks is well positioned to power AI agents' system of record
Overview
Ben Horowitz and Mike McGuire of a16z argue that the system of record behind AI agents will change how work gets done and that Databricks is well positioned to power it, according to a post on Databricks' X account.
A longer a16z article by Horowitz traces Databricks' path from Spark to the lakehouse and Lakebase, citing revenue above $7 billion and 80% year-over-year growth. He argues that owning a firm's data and feedback loops, rather than only renting frontier models, will create lasting advantage.
Databricks co-founder Matei Zaharia shares the Horowitz writeup and calls it a great piece. The reports contain these arguments only and no Databricks product announcement.
Written by AI from the articles below · updated Oct 28, 1:05 AM ET
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Developments
2 developments
- Oct 27, 10:06 AM ET · 1 articleDatabricks is positioned to power the system of record for agentsDatabricks: Databricks is positioned to power the system of record for agents
- Oct 27, 10:02 AM ET · 2 articlesBen Horowitz argues Databricks will power the future of the firma16z News: Ben Horowitz argues Databricks will power the future of the firm
Article timeline
The articles in this story. Times are ET.
Matei Zaharia@matei_zahariaXMatei Zaharia praises a writeup on Databricks and the changing nature of workAIMatei Zaharia, a Databricks co-founder, shares a writeup by @bhorowitz on what Databricks is and how its technology fits into changing work and companies. He calls the piece a great writeup in his post.
Databricks@databricksOfficialDatabricks is positioned to power the system of record for agentsAIa16z partners Ben Horowitz and Mike McGuire argue that the system of record behind AI agents will reshape how work gets done, as agents take on more existing tasks and employees closest to problems gain room to act without waiting on hierarchy. They say Databricks is well positioned to power that system, and point readers to the full a16z article.

- a16z NewsBlogBen Horowitz argues Databricks will power the future of the firm
AIBen Horowitz argues that agents and employee initiative could change how firms operate, with Databricks positioned as a system of record for agents. He traces its path from Spark to the lakehouse and Lakebase, citing revenue above $7 billion and growth of 80% year over year. He argues that owning a firm's data and feedback loops, not just renting frontier models, will create lasting advantage.
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