The Big Data Ecosystem

Understanding the infrastructure giants powering modern technology

$43B
Databricks Valuation
$20B
MongoDB Market Cap
$7B
Elastic Market Cap
$3B
Confluent Market Cap
Scroll to explore

The Modern Data Stack

Kafka
Streaming
MongoDB
Storage
Spark
Analytics
Elasticsearch
Search

🎯 Real-World Example: Uber

Kafka streams live driver locations → MongoDB stores ride history → Spark calculates surge pricing → Elasticsearch enables "find my ride" search

The Four Giants

Databricks
"The Analytics Engine"
$1.6B
Annual Revenue
100x
Faster than Hadoop
2013
Founded
2009
UC Berkeley researchers create Apache Spark
2013
Spark creators found Databricks
2024
$43B valuation, infrastructure standard

Who Uses It

Comcast
Analyze 500TB+ customer data
Shell
Process sensor data from oil rigs
Regeneron
Genomics data analysis
HSBC
Fraud detection at scale
# Distributed processing across cluster features_rdd = spark.sparkContext.parallelize(features) results = features_rdd.map(score_feature).collect() # Hadoop: 6 hours to process 1TB # Spark: 10 minutes to process 1TB
Confluent
"The Nervous System"
$800M
Annual Revenue
Billions
Events/Day
2014
Founded

Who Uses It

Netflix
Stream viewing events (billions/day)
Uber
Real-time ride tracking
Goldman Sachs
Financial data streaming
LinkedIn
Activity feeds

⚡ The Real-Time Revolution

Before Kafka: App → Database → Polling (60 second delay)
After Kafka: App → Kafka → Instant (millisecond latency)

MongoDB
"The Flexible Database"
$1.7B
Annual Revenue
60%
Cloud Revenue
2007
Founded

Who Uses It

Adobe
User profiles and preferences
eBay
Product catalog
Coinbase
Crypto transactions
Lyft
Ride data storage
// No schema required - just store JSON db.users.insert({ id: 1, name: "John", preferences: { theme: "dark" }, // Add new fields anytime, no migration devices: ["mobile", "web"] })
Elastic
"Google for Your Data"
$1.3B
Annual Revenue
100ms
Search 1TB
2012
Founded

Who Uses It

Walmart
Product search across millions of items
Tinder
User matching and search
Stack Overflow
Code search
NASA
Mission data search

🔍 Search Performance

SQL LIKE query: Scans entire table, minutes
Elasticsearch: Inverted indexes, 100ms for 1TB

The Business Model

Strategy Description Example
Open Core Free open source core + Paid enterprise features MongoDB free → MongoDB Enterprise $$$
Land & Expand Developer uses free → Company pays millions Year 1: $0 → Year 5: $1M+/year
Cloud Hosting Managed service in the cloud MongoDB Atlas, Databricks clusters
Usage-Based Pay per compute/storage Databricks: $1-2/machine-hour

💰 Why Companies Pay

Build In-House: 5 engineers × $200K/year = $1M/year + infrastructure
Buy Service: $100-500K/year, zero engineering overhead
Winner: At scale, buying is cheaper than building

Why These Won

Perfect Timing + Execution

2009-2013
Launch Window
Cloud
Perfect Timing
50K+
Spark Jobs (2024)

The Network Effect

Developer Adoption
Free open source → widespread use
Resume Keywords
Skills become hiring requirements
Industry Standard
Default choice for category
Lock-In
High switching costs at scale

Key Takeaways

🎯 For Your Career

PySpark on Resume: ✅ You implemented distributed feature engineering
Databricks on Resume: 🤔 Debatable (didn't use the platform)
Understanding Ecosystem: ✅ Makes you better at architecture interviews

💡 When to Use These Tools

Your FX System (2GB data): PySpark locally is perfect
Enterprise (100TB+ data): Databricks makes sense
Real-time events: Kafka is the standard
Flexible schema: MongoDB wins
Search/Logs: Elasticsearch is default

These four companies represent $73B in combined market value,
powering the infrastructure behind every major tech company,
processing petabytes of data daily.