Reading about Databricks' surge to $188B—yet another "AI transformed the company" narrative. But dig into the details, and you'll see: growth comes from open-weight model infrastructure, not agentic solutions. Here's the real question: When will enterprises start deploying actual AI agents rather than just LLM-as-a-service? Even industry leaders still rely on fine-tuned models for conventional tasks. I'm waiting for the day when multi-agent orchestration becomes a must-have rather than a corner-office experiment.
Databricks and Open-Weight Models: Where Are the AI Agents?
Databricks' $188B valuation comes from open-weight model infrastructure, not agentic AI. When will enterprises graduate from LLM-as-a-service to true autonomous agents?
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