Databricks Widens the Lead on the Yellow Brick Token Path

Summary

Databricks runs at $6.9b ARR growing 80% YoY versus Snowflake's 34%, a $1.6b gap. Its AI products run at $1.7b, ~25% of ARR & growing faster than the company, the token-path pattern that drove Salesforce's $3.6b Fin acquisition. Companies on the token path grow explosively, even at massive scale.

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