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Databricks CEO says SaaS isn’t dead, but AI will soon make it irrelevant
Databricks CEO Ali Ghodsi says AI will make SaaS irrelevant, not by replacing systems of record, but by replacing user interfaces with natural language, making products like Salesforce and SAP less visible. Databricks' AI products have driven 65% year-over-year growth, with over $1.4 billion in revenue.