From Conversation with Databricks CEO Ali Ghodsi on Lakewatch, Genie Code, IPO, and What’s Next · · Josue Bogran Channel
“Our customers, some of the biggest banks and largest organizations on the planet, were starting to build what we refer to as open security lakehouse. They were telling us that the existing SIEMs can't store longitudinal data for those large organizations—they run out of space. And secondly, they were complaining about the costs; it's very expensive because they charge on how much you ingest, and one of them actually ripped out one of the main vendors.”
On , Ali Ghodsi, Cofounder and CEO at Databricks, spoke about SIEM costs during Conversation with Databricks CEO Ali Ghodsi on Lakewatch, Genie Code, IPO, and What’s Next on Josue Bogran Channel.
Ali Ghodsi, cofounder and CEO of Databricks, has recently discussed AI risk and enterprise adoption in several public appearances. In a September 2026 conversation with a16z, he argued that current models are capable of automating more work than most companies currently use them for, and identified the lack of institutional context in models as a key barrier to wider adoption. He also stated that he believes the existential risk of AI to humanity is "close to zero," while emphasizing that cybersecurity is a real and growing threat, noting that the time from a vulnerability's disclosure to its weaponization has shrunk from years to hours. Ghodsi has also said that the AI transformation will take decades to fully impact society, drawing a comparison to the time it took for electricity to replace steam power. In interviews, Ghodsi has discussed his approach to running Databricks, including his focus on identifying the company's single biggest bottleneck and dedicating a disproportionate amount of attention to it for several years. He has also commented on the company's decision to remain private, stating that preparing for an IPO would not be a good use of time given the current demand for its software. He has spoken about the importance of open source to Databricks' history, attributing the company's existence to the Apache Spark ecosystem, and has noted that over 90% of databases created on its Neon and Lakebase products are now created by agents.
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