The real future of AI’s trajectory is being shaped by players who can convert deep data, cloud-first design, and measurable gains into sustainable models.This episode breaks down how early, unpopular bets on cloud adoption and machine-learning workloads are now separating the winners from the laggards in the AI race, and why profitability remains elusive even at unprecedented scale. On The Morning Brief – ET in the Valley, host Surabhi Agarwal speaks with Patrick Wendell, Co-founder & VP of Engineering of Databricks, about how decisions once dismissed as “too risky” helped Databricks build for long-term scale. Wendell also breaks down the real economics of the AI boom, the surge of talent coming out of India, and why true progress will be measured not by valuations but by whether the full AI stack can actually make money.

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Catch more episodes of ET in the Valley:
ET in the Valley: ElevenLabs Co-Founder Mati Staniszewski
ET in the Valley: Replit Founder and CEO Amjad Masad

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