Databricks

But they both relate.

And what it really comes down to is really who owns the semantics and the thing is that that's kind of a deep question because one is who in the organization owns the semantics but also basically in terms of what platform owns the semantics because we're really seeing you know as i said what i've been saying this year and nothing is nothing has changed this is that we're seeing these expanding sort of semantic spheres of influence and of course you guys basically play a sort of switzerland role and now here's a little doozy that just stopped and i'm sure you're just you're well aware of it but You know, Databricks has had Delta sharing for a number of years, which they've shared as an open protocol as opposed to, let's say, Snowflake.

They've just announced basically that they're going more foundational with this with an open sharing project.

And so I won't necessarily unless you unless you've been up to speed on that, I won't ask about that specifically.

I think data sharing, I think, is certainly interesting.

And in some cases, it's even a business model, if you will, where people are monetizing their data and sharing it for that purpose.

I think at the end of the day, though, the architectural optionality is still a critical aspect to this because the Databricks ecosystem, while they will open source various components to various degrees, is still an ecosystem that really wants you to be exclusively in Databricks.

And that's the way they sell.

So took off really fast.

We decided to actually join forces with Databricks.

Um, that was in twenty twenty-three.

And, and, uh, actually that's a quarter of the total revenue of, of Databricks today.

So, um, a lot of fun doing that whole thing with, uh, Ali and team at Databricks.

And now I want to tell you about Unconventional AI, which is rethinking the foundations of how a computer works.

So the-- we're going back to first principles here to really try to build a new machine.