Databricks buys Row Zero and is scouting for more startups to acquire
Databricks buys Row Zero and is scouting for more startups to acquire
Databricks 收购 Row Zero，并正寻求收购更多初创公司
Databricks announced on Thursday that it has acquired an early-stage spreadsheet startup called Row Zero. The story goes that Databricks’ finance team fell in love with Row Zero because it was a cloud tool that could scale beyond 1 million live spreadsheet rows. Databricks 周四宣布，已收购了一家名为 Row Zero 的早期电子表格初创公司。据了解，Databricks 的财务团队之所以青睐 Row Zero，是因为它是一款能够处理超过 100 万行实时电子表格数据的云端工具。
They were combining Row Zero with Databricks’ homegrown AI agent called Genie. With Genie, Databricks users can use natural-language prompts to ask complicated business questions of their data stored in Databricks systems, such as analyzing profit margins or the status of sales prospects. 他们正在将 Row Zero 与 Databricks 自研的 AI 智能体 Genie 进行整合。通过 Genie，Databricks 用户可以使用自然语言提示，针对存储在 Databricks 系统中的数据提出复杂的业务问题，例如分析利润率或销售前景状况。
When the executive team asked the finance team about this cloud tool they were using, a light bulb went off. “Spreadsheets are one such interface that every business analyst loves. So it makes a lot of sense to intermarry Business Intelligence (BI), Agents, and Spreadsheets!” Databricks CEO Ali Ghodsi posted on X about how the acquisition went down. 当高管团队询问财务团队正在使用的这款云工具时，他们灵光一现。Databricks 首席执行官 Ali Ghodsi 在 X 上发文描述了此次收购的缘由：“电子表格是每位业务分析师都钟爱的界面。因此，将商业智能 (BI)、智能体和电子表格结合起来非常有意义！”
So an enterprise’s secure data lives in Databricks’ cloud storage, and AI agents and humans interact with it through the spreadsheet format and formulas they know well, rather than using and learning some other business intelligence software. By integrating Row Zero with Databricks, the data can be manipulated in a spreadsheet form but remain secure, rather than transferred to an insecure spreadsheet that is shared around. 这样一来，企业的安全数据存储在 Databricks 的云端，AI 智能体和人类可以通过他们熟悉的电子表格格式和公式与数据进行交互，而无需学习其他商业智能软件。通过将 Row Zero 与 Databricks 集成，数据可以在电子表格形式下进行操作，同时保持安全性，避免了被传输到不安全的共享电子表格中。
Terms of the deal were not disclosed. Row Zero, founded by former AWS and Tableau engineers, raised $10 million in May 2025, at an estimated $40 million valuation at the time, according to PitchBook. 交易条款未披露。据 PitchBook 数据显示，Row Zero 由前 AWS 和 Tableau 工程师创立，于 2025 年 5 月筹集了 1000 万美元，当时估值约为 4000 万美元。
Databricks, which closed another $5 billion in funding in August and hit $7 billion in annualized revenue run rate, has been busy shopping in 2026 and is eager to keep doing so. “We intend to do many more acquisitions like this in the future,” Ghodsi told TechCrunch. Databricks 在 8 月份完成了又一轮 50 亿美元的融资，年化收入运行率达到 70 亿美元。该公司在 2026 年一直忙于收购，并渴望继续这一步伐。Ghodsi 对 TechCrunch 表示：“我们打算在未来进行更多类似的收购。”
In March, Databricks bought two startups, Quotient AI, which does evaluation and reinforcement learning for AI agents, and very early-stage interactive notebook SiftD.ai. In June, the company bought AI security operations center startup Panther, previously valued at $1.4 billion in 2021. Last month, it bought Electric, makers of a small, lite Postgres database known as PGlite, useful for agents running locally on devices. 今年 3 月，Databricks 收购了两家初创公司：专注于 AI 智能体评估和强化学习的 Quotient AI，以及处于极早期阶段的交互式笔记本工具 SiftD.ai。6 月，该公司收购了 AI 安全运营中心初创公司 Panther，该公司在 2021 年的估值曾达到 14 亿美元。上个月，它收购了 Electric，该公司开发了一种名为 PGlite 的小型轻量级 Postgres 数据库，非常适合在设备本地运行的智能体。