a16z: Databricks tops $7B run rate as agent queries surpass human ones
data_hpz · x · 2026-10-27
Ben Horowitz and Michael McGuiness argue in a16z's 'Databricks & the Future of the Firm' that agents will reshape the firm: agentic automation plus empowered employees who act without climbing hierarchies. The shape of daily work is constrained by the system of record and underlying database tech. Databricks, now at a $7B+ run rate growing 80% y/y, has gone from all-human interactions three years ago to more agent queries than human ones—positioning it to power the agent-driven firm.
Related event: Databricks Tops $7B Annual Run Rate as Agent Queries Outnumber Humans(2 posts)→
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