Couchbase
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 3, 2025 by Rory O'Driscoll · said 4 times in 2 episodes since 2016 · across every show →
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2025 3 mentions in 1 episode
Everything said about Couchbase, oldest first
Jul 3, 2025 bearish
O'Driscoll: Private equity will not rescue subscale SaaS companies
“I don't think it's a, hey, every two hundred million dollar so-so infrastructure company with 16% growth is going to get hoovered up at 5.7 times. I think it's much more a thematic. I think this can be relevant in AI. They have a newer product that's growing m…”