SITUATION EXPLAINED: Databricks raised $5 billion at $190 billion. • $5 billion at $190 billion, up from $134 billion in December, when it raised the same amount • It crossed a $7 billion run rate in Q2 with 80%+ growth, and has been cash-flow positive on an adjusted basis for 12 months • The money goes to agent infrastructure, which Ghodsi says is where the bottleneck now sits, alongside enterprise context and token costs @theojaffee: "This group of guys at UC Berkeley was working on Apache…