The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lemkin: Demand environment is worsening for Salesforce, MongoDB, and Workday
“Yamini got on the last call a couple of weeks ago and said, yeah, we saw a little bounce at the end of the year and HubSpot had a great quarter, but it's not any easier. She said, it's not one lick easier right now. So HubSpot, not any easier Mongo worse. Sale…”
Lemkin: Public SaaS companies are re-accelerating growth through AI
“I'm glad to see that just literally this week, we were seeing Mongo even Okta, which had been struggling, Box last, the other day, Zoom, which is, you know, which is not exactly a rocket ship anywhere, but seeing growth re-accelerate because of AI, it's like, …”
Only Two NYC Startups From the Last 30 Years Hit $25B
“The monetary answer is Mongo by far, you know, Mongo's worth twenty five billion dollars. There's only two companies started in the last 30 years in New York that are worth twenty five billion dollars.”
O'Driscoll: MongoDB stock dropped 25% due to 40x EBITDA valuation
“Yamango had a very strong quarter, modest delta in terms of future guidance versus expectations, dropped 25%. Why? Answer, it was trading at 40 times next year's EBITDA.”
Lemkin: Atlassian and MongoDB are bouncing off business bottoms
“When I look at what Atlassian is saying, like, they're bouncing off the bottom, and Mongo's bouncing off the bottom, and other folks are seeing things improve.”
Ittycheria: MongoDB holds just 0.5% of the $100B database market
“The market is estimated to be about a hundred billion by 2023, and we have a little over half a percent share.”
MongoDB Atlas reached a $200M+ run rate following its 2016 launch
“Literally from a standing start, that business was started in 2016 now is north of a two hundred million dollar run rate business, and it's really helped fuel our growth.”
Ryan: MongoDB grew revenue from $50M-$100M to $2B under Dev Ittycheria
“When he took over, we had 50 to a hundred million dollars in revenue, and today there's two billion in revenue.”