TBH it's really quite boring. You just have to go back in time to the late 2010s. They had an excellent Spark-as-a-Service product, at a time when you'd have better luck finding a leprechaun than a reliable self-hosted Spark instance in an enterprise environment. That was simply beyond the capabilities of most enterprise IT teams at the time. The first-party offerings from the hyperscalars were relatively spartan.

Databricks' proprietary notebook format that introduced subtle incompatibilities with Jupyter was infuriating embrace-extend-extinguish style bullshit, but on-prem cluster instability causing jobs to crash on a daily basis was way more infuriating, and at that time, enterprises were more than happy to pay a premium to accelerate analytics teams.

In the 2010s, Databricks had a solid billion-dollar business. But Spark-as-a-Service by itself was never going to be a unicorn idea. AWS EMR was the giant tortoise lurking in the background, slowly but surely closing the gap. The status quo couldn't hold, and who doesn't want to be a unicorn? So, they bloated the hell out of the product, drank that off-brand growth-hacker Kool-Aid, and started spewing some of the most incoherent buzz-word salad to ever come out of the Left Coast. Just slapping data, lake, and house onto the ends of everything, like it was baby oil at a Diddy Party.

Now, here we are in 2025, deep into the terminal decline of enshittification, and they're just rotting away, waiting for One Real Asshole Called Larry Ellison to scoop them up and take them straight to Hell. The State of Florida, but for Big Data companies.

It would be a mystery to me too, why anyone would pick Databricks today for a greenfield project, but those enterprises from 5+ years ago are locked in hard now. They'll squeeze those whales and they'll shit money like a golden goose for a few more years, but their market share will steadily decrease over the next few years.

It's the cycle of life. Entropy always wins. Eventually the Grim Reaper Larry comes for us all. I wouldn't hate on them too hard. They had a pretty solid run.