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dude250711 7 days ago

It will be a nice discount acquihire for Microsoft in a few years.

hiyer 6 days ago | parent [-]

Databricks on azure is huge. I've heard that in some Azure regions, over 70% of the compute usage is just Databricks. So there is definitely an incentive for MS to acquire them.

datadrivenangel 6 days ago | parent | next [-]

Except that Microsoft looks better if you have the illusion of choice. Azure Databricks or Azure Databricks but you have to build it yourself out of janky azure services

bwfan123 6 days ago | parent | prev [-]

so, azure growth is circular. VC funding for openai and databricks funeled into azure for growth. What happens when things get into reverse gear ?