TechCheck AI eroding the software moat 2/9/26
4 snips
Feb 9, 2026 
Ali Ghodsi, CEO of Databricks and AI/cloud infrastructure entrepreneur. He discusses Databricks' huge funding, how AI agents are building databases and driving demand, why traditional SaaS moats may shrink, and how agent-driven interfaces let non-technical users query data faster.
AI Snips
Chapters
Transcript
Episode notes
Agents Are Building Most Databases Now
- Databricks reports 80% of databases on its platform are now built by AI agents, signaling AI-driven software creation at scale.
- This shift means far more internal software and data assets will be created by non-technical teams using agents.
Agent Coding Fuels Infrastructure Demand
- The agent-driven coding boom increases demand for compute, chips, and data infrastructure even if markets haven't priced it in yet.
- Infrastructure companies are likely to see real consumption growth as agents generate more software and databases.
Design Databases For Agents
- Optimize databases for agents rather than human DBAs to capture the coming wave of AI-written software.
- Focus on making databases that cater to agent workflows to win migrations at scale.