Databricks' Co-Founder Arsalan Tavakoli: Every Software Monopoly Falls in the Next 24 Months

Databricks is now running at a stunning $6.9B revenue run-rate, growing 80%+ year over year, with AI products alone past a $1.7B run-rate and net retention above 140%. That gives co-founder Arsalan Tavakoli-Shiraji better visibility into what enterprises are actually doing with AI budget than almost anyone. On stage at SaaStr AI, he laid out where that money is going, where it isn’t, and one claim that should change how every B2B exec thinks about competition:

Any business with a monopoly today will not have a monopoly 12 to 24 months from now.

It’s in some ways...