database

also referred to as: databases

8 statements across 8 episodes · 5 bullish · 2 bearish · 7 people on the record · first statement Apr 14, 2017 by Spencer Kimball · across every show →

Everything said about database, oldest first

Apr 14, 2017 negative
Insight
Kimball: Databases consistently fail to keep up with evolving business requirements
“Databases actually suck for the most part. They never let you do what you really want to do for your business use cases, and that's, it's always been a game of sort of leapfrog.”
Spencer Kimball Apr 14, 2017 ▶ 26:44 20VC: How Investors Can Get Into The Best Deals & Why Founders First Point Of Contact Should Be With The Investment Decision-Maker with Spencer Kimball, Founder & CEO @ Cockroach Labs
Dec 20, 2019 bullish
Opinion
Automation software is as transformative as databases or cloud infrastructure
“We're establishing a new pillar in the enterprise software stack. And this is as meaningful a transformation as databases presented in the nineties, our cloud-based infrastructure in the early 2000.”
Brandon Deer Dec 20, 2019 ▶ 34:02 20VC: Inside UiPath, The World's Fastest Growing Startup, How The Best Leaders Approach Decision-Making & WhY Vulnerability Is Central To SuccessFul Leadership Today with Brandon Deer, VP of Operations & Strategy @ UiPath
Aug 18, 2023 neutral
Prediction Not checkable as stated
Socher: Base LLMs will become commoditized like databases
“And I think it won't matter that much which database you use, just like it won't matter that much, which LM you use, but it matters what you do with it, how you tune it what kind of training data you add onto it to fine tune it.”
Richard Socher Aug 18, 2023 ▶ 26:31 Richard Socher: The 3 Biggest Barriers to Building AGI; AI Startups vs Incumbents | E1050 · 20VC with Harry Stebbings
Jun 21, 2024 positive
Insight
Application databases are the only true data source of truth
“Every software that's built, and even like any third party software you use, has a database. And the database contains all the valuable information. And that's your source of truth. Because if the database is wrong, I mean, the whole application is wrong.”
Val Scholz Jun 21, 2024 ▶ 48:43 Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
Mar 14, 2025 positive
Assertion Supported
Software companies defer user signup to support AI agent onboarding
“We've seen a lot of companies now start adopting similar flows, right? Like in the authentication space, in the database space and so on to make the tools available to agents without an explicit user's sign up and set up step first and delaying that step to af…”
Matt Biilmann Mar 14, 2025 ▶ 6:38 20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
Mar 31, 2025 negative
Insight
Scott: Using AI models as factual databases is inefficient and expensive
“People who think of models as repositories of factual information, and they're treating them like the world's worst and most expensive databases. Like it's not, not super useful.”
Kevin Scott Mar 31, 2025 ▶ 12:18 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
Dec 4, 2025 positive
Insight
Lemkin: Databases Possess High Defensibility Due to Customer Switching Costs
“Databases are a hard problem. Like you can only lose so much data. You can only have so many issues. You have to figure this out. And five years of investing in a database that everybody uses, it's, it ain't so easy to turn and leave your database.”
Jason Lemkin Dec 4, 2025 ▶ 1:10:05 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Apr 9, 2026 bullish
Assertion Supported
Jason Lemkin: AI Agents Now Create More Databases Than Humans
“Database is a world where already the agents are creating more databases than humans. We've already crossed that line”
Jason Lemkin Apr 9, 2026 ▶ 1:05:07 OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
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