Earlier quoted context omitted.
I can’t blame them really. Regular pandas-in-notebook can deal with quite a bit of data and is reasonably convenient. Even if the org and datasets are large, it’s rare to have huge single tables. Then you can go full spark when you have to .
Sure, but why bother paying databricks for that? By default you'll be running 3+ machines while doing all your work in memory on the master node. It's just so very, very silly.
Databricks Strikes $1.3B Deal for Generative AI Startup MosaicML
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Re: Databricks Strikes $1.3B Deal for Generative AI Startup MosaicML
#112I can’t help but feel this is mostly hype driven by a company that’s looking to reinvent themselves while facing the prospect of irrelevance. The piece reads like it’s a press release, with abstract things such as “corporate leaders under pressure to get their data ready for AI”. That has nothing to do with LLMs, as the current AI “hype” cycle has been going on for almost a decade already. Corporate leaders have alwa…
As someone new to the data ops platform world.. what does Databricks even do? They get so much hype as a great employer, but why are they attracting people if their secret sauce is irrelevant?
While Databricks definitely started with Spark, and it’s still a significant foundation, there’s done much more on top and around it. For instance:
- MLFlow for ML lifecycle management from experiments to real-time ML serving;
- Delta Storage format, extending parquet to leverage cloud storage and enable efficient updates and very fast access;
- SQL Warehouses, which expose Databricks as a SQL engine for Analytics;
- Jobs/Workflows, which is one of the most used orchestration engines in the world;
- Unity Catalog, which will replace (at least in Databricks) Hive Metastore for metadata, access control, lineage and data governance tooling in general.
And now LLMs, on top of the data and ML capabilities mentioned above, much extended by the Mosaic deal (still to be approved).
The interesting thing is that yes, Databricks can do the whole “Data Warehousing” thing, but it can also do very large scale streaming, machine learning, process unstructured data like text, audio or images, support BI applications, etc - all accessing the same data with compatible tooling. So, it’s a full blown multi-workload data platform for any kind of use case and company size.
One can argue that most components are open-source and can be deployed independently - and Databricks has open-sourced Spark, MLFlow and Delta. It’s just that most companies simply don’t have enough (if any) staff with skills to deploy and operate all these things, let alone as one integrated platform. With Databricks, I’m used to deliver a demo where it takes me about 20 minutes from having a new cloud account to be running data workloads against a cluster or SQL, with all the functionality above.
Re: Databricks Strikes $1.3B Deal for Generative AI Startup MosaicML
#113Earlier quoted context omitted.
This was my guess as well. I am wondering what you see as the "prospect of irrelevance" they are facing. I have my guess but I would like to hear your take.
People are doing more and more self-hosting and desire PaaS-like offerings that run in their own cloud, rather than SaaS “we manage your spark cluster for you” which is what DataBricks was founded upon. PaaS has significantly thinner margins, but it’s desirable from the customers’ perspective as it’s cheaper and much better from a (data) security point of view. As such, they’ll be forced to do a lot more services ori…
Source: https://www.bloomberg.com/news/articles/2023-06-13/databrick...