wen | guitusaipao cora xu

编辑 | 蔓蔓周

airongzirechaohaizaijixu。

zheiyinggaishiguigushishangzuidaguimoyilunfengxiantouzi。

aishujufenxipingtaidatabricksjintianxuanbuyouthrive capitallingtoudejlunrongzi，zhengzaichouji100yimeiyuanrongzi，rongziwanchenghou，databricksguzhijiangda620yimeiyuan。

benluncanyutouzidejigoufeichanghaohua，chulethrive capitalwai，andreessen horowitz、dst global、gic、insight partnershewcm investment managementgongtonglingtou。qitazhongyaocanyuzhebaokuoxianyoutouzizheandalveshengjiaoshituixiujinjihuahexintouzizheiconiq growth、mgx、sands capitalhewellington management。

databricksjihuajiangzheibizijintouziyuxinderengongzhinengchanpin、shougouyijidafukuozhangqiguojishichangyewu。chuletuidongqizengzhangwai，zijinyujijiangyongyuweixianrenheqianrenyuangongtigongliudongxing，yijizhifuxiangguanshuikuan。zuihou，benjidubiaozhizhegaigongsishouciyouwangshixianzhengziyouxianjinliu。

jiezhi2024nian10yue31ri，databricksdisanjidutongbizengzhangchaoguo60%。gongsiyujijiezhi2025nian1yue31ridedisijidushouruyunxinglvjiangchaoguo30yimeiyuan，ziyouxianjinliuweizheng。

tongshi，gongsiyongyou500duogekehu，nianshouruyunxinglvchaoguo100wanmeiyuan，gaigongsizhinengshujucangkuchanpindatabricks sqldeyingshouyunxinglvdadao6yimeiyuan，tongbizengzhangchaoguo150%。

01 豪华投资天团，联手打造史上最大规模融资

“zheishifengkuangdeyizhou。”yiweizhudaogaijiaoyidefengxiantouzigongsirenshitoulu，touzijigoumenfenfencanyuzheiyilunhaodu，databricksrongzieyezaikuaisuzengzhang。

11yuezhongxun，youmeitibaodaodatabricksrongziyouwangdadao80yimeiyuanzuoyou。jitianhou，databricksrongzijiaoyiedadao95yimeiyuan，guzhidadao600yimeiyuan。daojintian，rongzijiaoyiedadao100yi，guzhidadao620yimeiyuan。genjucb insightsdeshuju，databricksdeguzhijinluohouopenaihespacexdengshaoshufeishangshigongsi。

youguanrongziguocheng，insight partnersdongshizongjingligeorge mathewxiaodao：“youxiedianhuahuiyijinxingdehenshunli，danmeiguanxi，haojihuijiushizheiyangchuxiande。

tongshi，waimeipilulegengxiangxidetouzixijie。insight partnerszuoweijinniandatabricksdezuidatouzizhezhiyi，chiziyue10yimeiyuan。gaigongsibiaoshi，caiyongshengchengshirengongzhinengshidatabricksxiayijieduanzengzhangdezhuyaocuihuaji。

11yuepengboshebaodao，thrive capitalzhengzaiqiatanshougoudatabricksyue10yimeiyuandegufen。

qizhong，yigonggongtouziwenmingdedaxingjijinshiwcm investment management，yeshibenlunrongzidelianhelingtouzhe，touzile4yizhi5yimeiyuan。gaigongsijinnianzaoxieshihoucongt. rowe pricezhaomuletouzizhealan tulailingdaosirentouziyewu。

yijiaweiyuabuzhabidezhuquancaifujijinmgx，yetouzilechabuduodejine——jiejin5yimeiyuan。mgxbiaoshi，tajiangxiangaixiangmutouru1000yimeiyuan，zheizhishiqizhongdeyixiaobufen。

capital groupyeyujijiangxiangdatabrickstouzizhishao3yimeiyuan。zongbuweiyuluoshanjidezichanguanligongsicapital group，yongyou93niandelishi，bingguanlizhe2.7wanyimeiyuandezichan，yidaguimotouzidaxingshangshigongsierwenming，cengtouzilewaymohestripe。

youxiaoxicheng，lightspeed venture partnersyecanyulezheibijiaoyi。yiweibuyuantouluxingmingdezhiqingrenshibiaoshi，gaigongsizaibenlunrongzizhongtouzile2yimeiyuan。

ciwai，fidelity、t. rowe price、franklin templetonheblackrockdengqitadaxinggongtongjijinyeyijiaodideruchangjiatouziledatabricks。

muqian，databricksyijingcongjihusuoyouqitagongtongjijin、xiangguanzhanlvetouzizhe（nvidia、yamaxun）yijidaliangduichongjijin、yanglaojijinhejuanzengjijinchuchoujilezijin，yijingwanchengle86yimeiyuanderongzi。

congxianyourongzixijielaikan，womenfaxianrengyoubushaotouzijigounenggoutuidongjuerongziwancheng。tongshi，zheiyeshuominglefengxiantouzixingyedepengbofazhan。

dangfengxiantouzigongsitouzidatabrickszheiyangyijiayiyoushinianlishidegongsi，rongzidaojlundegongsi，zhenzhengnengqidaidehuibaoshishenme？

youbaodaocheng，databricksxuyaozaijinianneijinxingyicihongdongxingdeshoucigongkaimugucainengrangsuoyourenmanyi。touzizheyuji databricksbuhuijiangiporiqituichijinianyishang。

databrickslianhechuangshirenjianshouxizhixingguanali ghodsighodsi biaoshi：“lilunshangwomenzuizaoshangshideshijianshimingnian。danzhei（lunrongzi）weiwomentigongleyidingdelinghuoxing，keyiweiyuangongtigongliudongxingjihui。”

insight partnersdejohn wolffbiaoshi，databricksdezengzhangsudushirenheyijiashangshigongsideliangbei，erqieyijingshixianyingkuipingheng。“ruguojiashezengzhanglvxiangtong，neimetadedingjiabimuqianshichangshangqitashangshigongsidegupiaogengjuxiyinli。” insight partnerssannianqianshoucitouzidatabricks，xianzaizhisuoyijiadatouzi，shiyinweitamenrenwei，yushougoutongleishangshigongsixiangbi，goumaigengduodatabricksgupiaokeyihuodegenghaodecaiwuhuibao。

databricksgongsiyuangongxianranyenengcongzheilun“feixishixingde”baiyimeiyuanrongzizhonghuodebushaoshouyi，yuangonghuoqitaxianyoutouzizhekeyichushougupiao，databricksxiangxintouzizhefaxinglexindeyouxiangu。

02 7位博士生创业11年，3位已成亿万富翁

databricksyoujiazhoudaxuebokelifenxiaodeqimingboshishengyu2013nianchuangli，zhuyaoxiaoshourengongzhineng、dashujufenxiheyungongju，bangzhugongsigoujianshujuherengongzhinengqudongdeyingyongchengxu。gongsichenglizhijinyiyoushiyinianshijian。

genjugongsiguzhi，fubusiyucegongsichuangshituanduizhongzhishaoyiyouali ghodsi、ion stoicahematei zahariasanweishenjiaguoyidefuweng。

qizhong，ali ghodsidanrendatabricksshouxizhixingguanjianlianhechuangshiren，zhuyaofuzegongsidefazhanheguojikuozhang。

zai2016nian1yuedanrenshouxizhixingguanzhiqian，ali ghodsicengdanrengongsidegongchenghechanpinguanlifuzongcai，yeshikaiyuanxiangmuapache sparkdechuangjianzhezhiyi。chulezaidatabricksgongzuowai，ghodsi alihaidanrenjiazhoudaxuebokelifenxiaodejianzhijiaoshou，bingdanrenjiazhoudaxuebokelifenxiaoriselabdedongshihuichengyuan。

youyisideshi，zaichenglizhichughodsicengxianghaoyoumathewxunqiujianyi，tijizijiyaozuoshujukushichang。dangshi，mathewcengdanrendashujugongsialteryxdeshouxiyunyingguan。“dangshiwogaosuta，zheishiwotingguodezuiyuchundexiangfa。”mathewshuo，“haihaotameiyoutingwode，yemeiyouyincizebeiwo。”

reynold xinshidatabrickszhongweiyiyiweihuayilianchuang，danrenlianhechuangshirenjianshouxijiagoushi。reynoldcengfaqiledataframesheproject tungstendengxiangmu。weilezhanshisparkdekekuozhanxinghexingneng，talingdaole2014nian daytona graysortjingsaibingchuangxialedangnianshijiejilu，yigaochu30beidemeijiedianxiaolvdapoleyuanxianjilu。

zaijiarudatabrickszhiqian，tashijiazhoudaxuebokelifenxiaoamplabdeboshisheng，zhuanzhuyukekuozhanshujuchuli。tazaisigmod 2011、2013he2015zhongzhuanxieleyinyonglvzuigaodelunwen，bingzai vldb 2011 he sigmod 2012shanghuodelezuijiayanshijiang。

matei zahariashidatabricksdeshouxijishuguanjianlianhechuangshiren，yeshijiazhoudaxuebokelifenxiaodejisuanjikexuefujiaoshou。tazai 2009 nianjiazhoudaxuebokelifenxiaogongduboshixueweiqijianqidongleapache sparkxiangmu，bingcanyuleqitaguangfanshiyongdeshujuheairuanjiandekaifa，baokuomlflow、delta lakehedbrx。

zahariacengyanjiujiangdaxingyuyanmoxing（llm）yuwaibushujuyuan（lirusousuoxitong）xiangjiehe，bingtigaoqixiaolvhejieguozhiliang。zahariadeyanjiuhuodele2014nianacmboshilunwenjianghemeiguozongtongzaoqikexuejiahegongchengshizhiyejiang。

03 与Snowflake正面竞争，客户众多

databrickszuichushimeiguojiazhoudaxuebokeliampshiyanshidesparkdashujuchulixitongshangyehuaxiangmu。

databrickszuikaishidazaodedashujugongjuspark，keyibangzhuqiyeyijikuaidesudufenxiqineibudashuju，yepingcizaihuodelezaiguigulizuzhidi。bishi，chuantongshujucangkugongyingshang（caiyongcunchufenxidaliangqiyeshujudefangshi）yeyusnowflakedengxinxingyunjisuangongsiyijiaws deredshiftdengyungongyingshangqixiadechanpinjingzheng。

dao2020nianmo，databrickstuichuleqishujucangkuchanpin——databricks sql，bingxunsuchengweisnowflakedeqiangjingjingzhengduishou。

pingjiezheduiaishujudelijie，databricksxianhoudazaoleapache spark、delta lake、mlflowheonelakehouseplatform，kaisheleduotiaochanpinxian。databricksdechanpinzhuyaozaiaws、azure、gcpdengyunfuwushangtigong。

muqian，databrickszhuyaokaokaifaruanjianlaitiqu、fenxihegoujianrengongzhinengyingyongchengxu，zheixieyingyongchengxushiyonglaizigezhonglaiyuandefuzashuju。shangyemoshifangmian，databricksgenjukehumeimiaoxiaohaodejisuanziyuanliangshoufei，bingdazaolezijiaduyoudedbuzuoweihengliangdanwei。

congguanwangkehuziyuankukeyikandao，databricksyongyouyidongtongxingongsiat&t、dianzishangpingongsihuipu、yuyanaigongjugrammarlydengchaoguo500duojiakehuqunti。

youguanzheiyilunrongzi，databricksshouxizhixingguanali ghodsizaijieshoucaifangshibiaoshi，baochizheizhongzengzhangsuduyiweizhekuodadatabricks deshichangyunyinghegongchengrencai。zhiyuqianzaideshougou，ghodsibiaoshitazhengzaixunzhaozhuanzhuyurengongzhinengdechuchuanggongsi，yixunzhaojishuherencai。

muqian，databricksyongyou7000mingyuangong，yujizaijiezhi1yue31ridejiduzhongshoucishixianzhengziyouxianjinliu，bingzai1yuefenshouruyunxinglvtupo30yimeiyuan。xiaoxirenshicengtoulu，gaigongsihaiyujizaixiayicainianshixian38yimeiyuandeshouru。

buguo，zaiaijingzhengjiajudeqingkuangxia，databricksyemianlinzhelaiziyuntigongshangdejingzheng，databricksxuyaokaifaxindeyewuxianbingbaochikuaisuzengzhang。

（参考来源：The Information、Databricks官网、TechCrunch）