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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 09 LONG Ali Ghodsi
CEO, Databricks
AI agents and "vibe coding" are taking over software creation. 80% of Databricks' new databases are created by AI, not humans. AI agents write software faster than humans. Every piece of software needs a database to store information. Therefore, the volume, usage, and optimization of databases will increase significantly over the next few years. Databricks internal data shows a massive spike in AI-generated database creation. The optimization must shift from catering to human administrators to catering to AI agents; legacy databases that cannot adapt to "agent-native" interaction may fail. CNBC
AI upends the software ecosystem