Ben Horowitz on Databricks CEO Ali Ghodsi: "You just don't get this good of a market opportunity with this good of an entrepreneur. That's the rarest of rare things." Despite surpassing a $7 billion run rate and growing 80% year over year, Databricks might be the most under the radar story in Silicon Valley. Three years ago, every interaction on Databricks involved a human. Today, the company is seeing more queries from agents than people. Ali believes AGI is already here. Yet inside most companies today, AI still isn't trusted to reliably update records in Salesforce. "AI does not have an intelligence problem," Ali explains. "It has a context problem." Even the smartest human would be all but useless without access to the company's data, permission to act, feedback, or the knowledge in other employees' heads. Ali's answer is what he calls a "system of record for agents." But the bigger question is how agents will change the firm itself. 85 years ago, James Burnham's The Managerial Revolution described how a small class of professional managers centralized the decision-making inside of companies. Today, thanks to a new wave of technology, the craft practitioners at the front lines are regaining responsibility again. The irony is that the decline of managerialism may look more like everyone becoming a manager. In this issue of Profiles of the Future, @bhorowitz and @mikemcg0 explain how seven Berkeley academics built Databricks, and why it will power the future of the firm: https://www.a16z.news/p/databricks-and-the-future-of-the