Mongo

also referred to as: mongo database

6 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Sep 14, 2015 by Nicholas Chirls · across every show →

Everything said about Mongo, oldest first

Sep 14, 2015 positive
Assertion Supported
New York City consistently produces billion-dollar tech exits like Etsy and Tumblr
“New York, we believe, has now shown that it consistently can produce billion plus dollar exits, and so that's companies like Etsy and Mongo and Tumblr and a bunch of others, you know, a bunch of e-commerce companies as well.”
Nicholas Chirls Sep 14, 2015 ▶ 7:19 20 VC 071: Pre-Seed Investing, Why Now Is The Best Time with Nicholas Chirls @ Notation Capital
Apr 10, 2024
Assertion Supported
Kevin Ryan: Early MongoDB downloads grew in a straight line globally
“What you could see is that if I showed you one chart, which is how many people are downloading the Mongo database, that was just a straight line going up to the right. All over the world.”
Kevin Ryan Apr 10, 2024 ▶ 30:06 Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
Apr 10, 2024
Assertion Not publicly verifiable
MongoDB Generated Zero Revenue in Its First Three Years
“We had no revenues after three years at Mongo.”
Kevin Ryan Apr 10, 2024 ▶ 29:19 Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
Apr 10, 2024
Assertion Partly supported
MongoDB Lost $1B Over 10 Years Before Reaching Profitability
“Mongo, we lost a billion dollars before we had a profitable quarter. Over 10 years.”
Kevin Ryan Apr 10, 2024 ▶ 8:42 Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
Jun 3, 2024 neutral
Opinion
Lemkin: Salesforce and MongoDB stock drops were justified by lowered growth guidance
“I think that the Salesforce crash was merited based on the projections, not on the miss, based on the projections. I think the Mongo crash was merited based on them saying, hey, we're only gonna grow in the teens.”
Jason Lemkin Jun 3, 2024 ▶ 28:19 Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
Nov 6, 2025 bearish
Prediction Not checkable as stated
Lemkin: HubSpot and Salesforce must demonstrate AI revenue growth in 2026
“HubSpot and Salesforce got to deliver in 20, 26 because they're in play. They have the AI things they built, they ship the products, but they haven't seen the bump that data dog and Twilio and Mongo have”
Jason Lemkin Nov 6, 2025 ▶ 59:00 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
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