估值突破280億美元!大數據獨角獸公司Databricks再獲10億美元融資

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"美國時間 2021年2月1日上午,由 Apache Spark 初始成員創立的大數據初創公司 Databricks "},{"type":"link","attrs":{"href":"https:\/\/databricks.com\/company\/newsroom\/press-releases\/databricks-raises-1-billion-series-g-investment-at-28-billion-valuation","title":null,"type":null},"content":[{"type":"text","text":"宣佈"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"已完成10億美元G輪融資。據悉,本輪融資由"},{"type":"text","text":"富蘭克林·鄧普頓(Franklin Templeton)領投,Fidelity、"},{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"AWS、Alphabet(谷歌母公司)的CapitalG、Salesforce Ventures和早前參與過投資的微軟等多家投資方跟投。新一輪融資過後,Databricks 最新估值達到 280 億美元,與"},{"type":"link","attrs":{"href":"https:\/\/www.infoq.cn\/article\/zuExwMq5KjQMLLObJqIL","title":null,"type":null},"content":[{"type":"text","text":"2019年10月份完成F輪融資"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"時的估值62億美元相比,飆升近五倍。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/infoq\/bb\/bbccbfb75662591a1ed1877a19b4c444.png","alt":null,"title":null,"style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":null,"fromPaste":true,"pastePass":true}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"公有云在歐美國家已經成爲主流,即使在數據架構最保守的金融業也是如此。美國信用卡行業巨擘 Capital One Bank 在 2020 年冬天完全關閉了所有的數據中心,"},{"type":"link","attrs":{"href":"https:\/\/www.businessinsider.com\/capital-one-first-us-bank-fully-on-cloud-aws-netflix-2020-11","title":null,"type":null},"content":[{"type":"text","text":"全線進入公有云"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"。無獨有偶,美國國防部 100 億美金的 JEDI 項目也在九月"},{"type":"link","attrs":{"href":"https:\/\/www.marketwatch.com\/story\/us-defense-department-reaffirms-10-billion-cloud-deal-to-microsoft-2020-09-04","title":null,"type":null},"content":[{"type":"text","text":"正式確認選擇微軟的雲服務"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"在公有云的大背景下,雲原生成爲了新一代數據架構的主流標準。公有云所提供的對象存儲、彈性計算、按需使用等特性在架構設計的考慮中需要重新設計。除了公有云廠商的標配服務外,如SnowFlake、Databricks等跨雲平臺的第三方服務提供商自然也受到用戶和資本市場的追捧。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"富蘭克林·鄧普頓(Franklin Templeton)高級副總裁、研究分析師兼投資組合經理Jonathan Curtis表示:“我們很高興能與Databricks一起進入令人印象深刻的旅程的下一個階段。我們已經親眼看到他們幫助企業利用數據更好地瞭解客戶、實現業務流程並最終建立起基於數據的競爭優勢的能力。我們相信Databricks未來將建立明確的領導地位並擁有廣闊的增長機會。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"微軟公司雲與人工智能執行副總裁Scott Guthrie則表示:“ Azure Databricks一直是一個令人印象深刻的解決方案,它爲我們的客戶帶來了開放、靈活和可擴展的數據和AI方面的最新能力。這次投資再次強調了這一願景:我們會與Databricks共同爲客戶簡化數據和AI。我們將共同努力,繼續推進Azure Databricks、跨Azure數據服務無縫集成工作,以在Azure上實現雲規模分析和AI能力。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"據外媒報道,華爾街對Databricks在2021年正式IPO抱有非常高的期待。一位知情人士表示:“當Databricks上市時,其市值可能會達到350億美元,甚至可能高達500億美元。” "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"作爲參考,雲原生的數據倉庫提供商SnowFlake在2020年9月正式IPO時籌資33.6億美元、市值達到330億美元,此後"},{"type":"text","text":"市值更一度攀升至超過一千億美元"},{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":",遠遠高於其IPO前進行最後一輪融資時的估值124億美元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"此前,Databricks的首席執行官Ali Ghodsi曾在2019年初表示,公司可能會"},{"type":"link","attrs":{"href":"https:\/\/www.bizjournals.com\/sanfrancisco\/news\/2019\/02\/05\/databricks-analytics-microsoft-msft.html","title":null,"type":null},"content":[{"type":"text","text":"在未來兩年"}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"左右考慮IPO ,若按此時間推算,正好就是2021年。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#41464b","name":"user"}}],"text":"據彭博社2020年10月報道,Databricks還處於IPO規劃的早期階段,公司正在與投資機構溝通,但尚未選定任何一家股票承銷商。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Databricks是否會在今年內正式登陸納斯達克,值得期待。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"Databricks發展歷程:從Spark到企業AI平臺"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Databricks成立於2013年,公司創始人都曾經是 Apache Spark 背後的功臣,包括 Matei Zaharia(在加州大學伯克利分校 AMPLab 學習時開發出了 Spark),還有其他來自 AMPLab 或伯克利計算機學院的同僚們,如 Ion Stoica、Reynold Xin、Andy Konwinski 和 Arsalan Tavakoli-Shiraji。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Spark之於Databricks,就像Hadoop之於 Cloudera,或者NoSQL數據庫之於 MongoDB。Spark 確實是 Databricks 公司規劃的關鍵部分,但也只是他們多元化 SaaS 產品的一個組成元素。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"在一次"},{"type":"link","attrs":{"href":"https:\/\/www.infoq.cn\/article\/i8icc1yanclckkkoa6lx","title":null,"type":null},"content":[{"type":"text","text":"採訪"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]},{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"中,Ali Ghodsi 透露了公司的終極目標:構建世界上第一個企業 AI 平臺。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"“每個人都在想誰會成爲第一家推出企業 AI 平臺的上市公司?它又將如何幫助企業將 AI 集成到他們現有的軟件系統和解決方案中?每一個軟件系統——我是說所有現有的軟件系統——在未來十年都將變得更加智能。他們要麼在軟件系統中加入 AI 能力,要麼被市場淘汰,或者被其他擁有 AI 能力的公司打敗”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"“我們已經看到了 Uber 顛覆了出租車行業,Airbnb 震動了旅館行業,亞馬遜把零售商店打得落花流水,這些事情都已經發生了。他們都使用了 AI 技術。那麼其他世界 5000 強公司呢?他們有自己的軟件系統,積累了幾十年的客戶,手裏掌握着巨大的數據集。他們可以利用這些數據爲自己的軟件系統構建 AI 能力嗎?我想,他們當中有一部分會的,如果這樣做,他們就可以繼續生存下去,還有一部分不這麼做的將被具備 AI 能力的新公司取代。那麼,他們會使用怎樣的 AI 平臺?在目前看來,這個問題還沒有答案……因此,我認爲平臺公司是時候亮相了,讓平臺公司爲這些軟件公司構建 AI 平臺,幫助他們把 AI 能力集成到他們的解決方案中”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"在企業計算領域,行業可能會選出一兩個或者兩三個 AI 平臺作爲標杆,就像之前將關係型數據庫作爲第一代企業軟件(ERP、CRM、金融軟件、HR 軟件,等等)的支撐一樣。但目前還沒有出現標杆企業 AI 平臺,儘管有一些玩家(AWS、微軟和 Salesforce)已經躍躍欲試。在 Ghodsi 看來,Databricks 手裏握着幾張王牌,即便它不一定會成爲標杆。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"“基於開源的創新是關鍵。我們有四個項目,除了大家熟知的 Spark,迄今爲止我們所做的最大的創新應該是 Delta Lake,我們有超過 80%的用戶在使用它。從價值方面來看,它是 Databricks 最有價值的項目,儘管它沒有 Spark 那麼有名”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"MLFlow 是 Databricks 的另一張王牌,它爲數據科學家構建、測試和部署機器學習模型這個複雜的過程提供了標準化。Ghodsi 透露,MLFlow 的下載量以每月 80 萬的速度增長,而且比 Spark 有更多的貢獻者。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Databricks 的第四張王牌是 Koalas,它將 Pandas 社區的數據科學創新帶給了 Spark 用戶。Ghodsi 說,Koalas 可以讓數據科學家在筆記本電腦上使用 Pandas 編程,然後調用幾個 API 就可以將工作負載部署到大型的分佈式 Spark 集羣上。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"進擊的SaaS業務模式"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"除了軟件產品本身,Ghodsi 認爲 Databricks 的業務模式具備一個關鍵的優勢。Ghodsi 有意識地將 Databricks 的業務模式與典型的開源商業模式區分開來。在典型的開源商業模式下,軟件免費,廠商收取支持和服務費用。Ghodsi 把它叫作紅帽模式,這種模式在預置(on-prem)軟件世界裏或許可行,但在新的雲計算世界可能找不到自己的位置。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Ghodsi 說:“我們的業務模式跟其他的不一樣,我們是雲端託管的 SaaS 服務。在雲端託管開源項目並把它們租給用戶,這是一種更好的業務模式。這種模式的客戶流失率更低,客戶會更開心,利潤增長更快”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"SaaS 租賃模式還爲 Databricks 的資產(也就是知識產權)提供了保護。Databricks 的核心知識產權並不存在於它所贊助的軟件項目中,因爲這些軟件項目是公開的。事實上,Databricks 最有價值的知識產權存在於它用來監控和管理雲端軟件的工具和技術中,它們不會像經典的開源模式那麼容易被泄露。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Ghodsi 說:“到了雲端,很多東西都會變得不一樣。在雲端,用戶租賃 Databricks 的服務,我們負責保證安全性、可靠性和可用性。我們負責監控這些東西,確保它們保持運行狀態。我們確保在有新版本出現時它們也能保持最新。我們負責所有的一切,而租用我們服務的公司可以高枕無憂”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Databricks 使用開源軟件(如 Kubernetes)爲各種數據工程、數據分析和機器學習負載提供伸縮能力,還開發了專有軟件來保證雲服務的可用性。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Ghodsi 說:“保持服務運行是很困難的一件事情,而大規模運行則更難。我們每天需要在 AWS 上啓動一百萬個虛擬機,這件事本身就很難,而確保它們正常運行、監控它們、保證它們的安全性和可靠性,也很難。這也就是爲什麼用戶需要付錢給我們”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"Uber、Airbnb 和亞馬遜已經投入數億美元用於構建自己的數據工程和 AI 系統,這讓它們在各自的市場中佔有一席之地。現在,Ghodsi 想要幫助其他企業構建自己的 AI 能力,或者至少是嘗試一下。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":"他說:“關鍵在於我們不希望用戶操心太多東西,我們會爲他們操辦一切,包括安裝、管理和升級軟件系統。我們希望用戶可以把精力放在解決 AI 問題和業務問題上……我不明白爲什麼一家想研發慢性肝病藥物的公司要去關心 Kubernetes 以及如何管理和配置 Kubernetes 集羣。這些事情應該在幕後進行,而這些也就是我們要做的”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}},{"type":"strong"}],"text":"延伸閱讀:"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}],"text":" "}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"link","attrs":{"href":"https:\/\/www.infoq.cn\/article\/Q84fJ1dZEMNkB9dwalvP","title":null,"type":null},"content":[{"type":"text","text":"《從五家領先硅谷公司看中國To B軟件企業的“危”與“機”》"}],"marks":[{"type":"color","attrs":{"color":"#494949","name":"user"}}]}]}]}
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