#Five Rings vs Databricks

1 messages · Page 1 of 1 (latest)

feral vigil
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5r so chill

dusty hare
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5r swe ro rate is good iirc

torn torrent
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databriicks

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there is ipo upside

dusty hare
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tc much higher at 5r but it's not as good for swe

noble stag
torn torrent
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its like only 5$%

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but its real

noble stag
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might be better than qt

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but 5r ro rate is pretty bad ngl

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qt was like 3/17 iirc

dusty hare
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former intern said swe ro is p good

noble stag
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hmmmmm

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i think its about 50-60

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guess what u consider good ig

cloud lotus
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5r

dusty hare
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that's p good

noble stag
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that shit is doomed

dusty hare
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?

noble stag
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50-60 is not good

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even for quant industry

dusty hare
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a lot of companies have around there

dusty hare
noble stag
cursive crane
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Databricks

noble stag
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sorry just wanted to throw some of the numbers that are similar tier

dusty hare
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are u sure hrt is 90?

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first time i've heard that

noble stag
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there was a year where it was like 30

dusty hare
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yeah i wouldn't bank on it being 90 then

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ive also seen it be super variable

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others sound ab right

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cit is prolly around 50 too

noble stag
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HRT doesnt have headcount, if ur good they'll hire u

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so yeah pretty high varience tbh

dusty hare
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like if ur that good ull almost always get ro

noble stag
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i think cit is the one you should really be worried about ro

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i heard its like 30-50%

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@serene quarry one thing u should realize

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is tha quant companeis suck at tech resume screens

quick raft
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5r here everytime

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dont be dum

hot coyote
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how much does 5r pay

vernal sail
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why even hire 17 qt interns to only give 3 ros

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honestly says more about the program and interview loop

vernal sail
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but very org dependent. some gave like zero ROs ur just cooked there. some were more reasonable

real blade
noble stag
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i think

hot coyote
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Everyone’s 401k is cooked if it pops

real blade
hot coyote
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IMO databricks is more reasonably valued than a lotta other tech companies and unicorns that ppl hype up tho

real blade
hot coyote
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More than that now

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It’s >120b in private markets

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If u get in at 100b ur alr up lol

real blade
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Yea so how is that reasonable

hot coyote
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Compared to snowflake, palantir, notion, figma

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Which are same/worse with less growth

real blade
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Snowflake is at like 18x ARR no? And Palantir and Figma are public now

hot coyote
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Snowflake is public too yeah

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Palantir is more than 100x lol

real blade
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Right mb

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But u can’t sell ur overvalued db stock yet

hot coyote
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Db is about as good as u can get in terms of fundamentals for a company at that stage tho

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4B arr 80% gross margins free cash flow positive amazing retention and 50% yoy growth

real blade
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And iirc Cisco still hasn’t returned to their peak levels during the dotcom boom

hot coyote
real blade
hot coyote
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I highly doubt db will not be at a higher val at some point in the next 5 yrs tho they’ll only do another round at a (significantly) higher val

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Esp since they’re fcf positive

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Market will have to tank a lot for ppl to be doing tender offers at a much lower valuation

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Even in 2022 idt it was that bad

hot coyote
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I’m personally a bull tho lol idt there’ll be an AI bubble pop like there was with the internet

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Some companies def r pricing in too much tho

real blade
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A lot of the companies invested rn are just using their massive cash reverses they built up over the years

serene garden
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db glaze 🔥

serene garden