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AI eroding the software moat 2/9/26

09/02/2026 8 min
AI eroding the software moat 2/9/26

Listen "AI eroding the software moat 2/9/26"

Episode Synopsis

Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO Ali Ghodsi about the company’s future and how AI is disrupting the software ecosystem. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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