Database

topic on 22 shows · 52 statements across 49 episodes

Acquired the Y Combinator Startup Podcast In Depth Another Podcast Cheeky Pint We Live to Build American Optimist the Knowledge Project Latent Space Lenny's Podcast No Priors the Official SaaStr Podcast Starter Story the Startup Ideas Podcast A Product Market Fit Show Capital Allocators Top Founders the MAD Podcast the a16z Podcast All-In TBPN 20VC

52 statements about Database, every show

IN DEPTH Insight
Copplestone: Operating databases at scale creates a defensible moat against fast launchers
“Where we are is not in the build space. We're in the operate space. We operate the databases. So it's not just enough to launch something. You have to prove that you can operate it over, over many years and do it at scale. So there's this kind of moat that was…”
Paul Copplestone Jun 25, 2026 ▶ 10:43 The egoless culture that built Supabase | Paul Copplestone (Co-founder, CEO)
LATENT SPACE Assertion Not checkable as stated
Xin: Neon is launching 13 million databases per day
“And on Neon, it's actually pretty interesting too. It's launching, I think, thirteen million databases a day now.”
Reynold Xin Jun 24, 2026 ▶ 18:42 The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
SAASTR Prediction Not checkable as stated
Lemkin: AI Agents Will Keep Deleting Databases Because They Are Goal-Seeking
“Agents will probably continue to delete databases as long as you allow them to because they're goal seeking.”
Jason Lemkin May 6, 2026 ▶ 42:52 Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004
20VC 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
IN DEPTH Disclosure
Kreps: Confluent coined 'data in motion' against databases for its IPO
“Our approach to that was for the IPO was very much like, okay, databases, data at rest. But now all the parts of the company are connected. There's going to be an equally important problem of data in motion. And so, you know, the goal was to convey, Hey, these…”
Jay Kreps Mar 26, 2026 ▶ 24:49 How to build a company when you’re not an optimist | Jay Kreps (Co-founder and CEO, Confluent)
TBPN Assertion Not checkable as stated
Database demand skyrockets as AI agents adopt existing off-the-shelf tools
“And this is certainly the true, certainly what we've seen with databases. Like certain databases have just skyrocketed in demand because they're the ones that the agents are pulling off the shelf.”
John Coogan Feb 27, 2026 ▶ 6:50 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
French-Owen: Systems fundamentals like HTTP and databases remain essential in CS
“Personally, I think still understanding systems is very important and just having some conception of, like, how, like, Git works, you know, or, like, HTTP, or databases, like, queues, like, all of these different systems. I think that those fundamentals are st…”
Calvin French-Owen Feb 6, 2026 ▶ 25:18 We're All Addicted To Claude Code · Y Combinator
Baron: Profitable Modern Mobile Apps Do Not Need Authentication or Databases
“Next thing is authentication. Honestly, isn't even needed for modern apps. Like mine doesn't have authentication or a database and I'm printing money.”
Mal Baron Jan 18, 2026 ▶ 5:44 I Built a $20K/Month Mobile App: Here’s My Entire Playbook
Arnovitz: AI coding agents jumping straight to code causes severe bugs
“Planning is really important when you're implementing something technical and let's say you're implementing payments or something that's going to be a change to your database. If the coding agent is just like, all right, I got it and just starts writing code. …”
Zevi Arnovitz Jan 18, 2026 ▶ 9:27 How a Meta PM ships products without ever writing code | Zevi Arnovitz
LATENT SPACE Prediction Not checkable as stated
Catanzaro: AI Agent Transactions Could Explode and Rival Ad-Tech Scale
“I think that could change, you know, like, as agents actually become kind of, like, more prevalent and are interfacing with each other, and therefore, like, perhaps, like, the number of transactions explodes.”
Sarah Catanzaro Dec 30, 2025 ▶ 9:45 [State of AI Startups] Memory/Learning, RL Envs & DBT-Fivetran — Sarah Catanzaro, Amplify
20VC 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
Eskildsen: Scaling infrastructure is mostly spent on the database layer
“The majority of what you spend your time on if you're scaling infrastructure are the databases and the database layer.”
Simon Eskildsen Oct 30, 2025 ▶ 3:08 He built a new database in his bedroom—now he powers Cursor, Notion and Anthropic. | Simon Eskild... · PMF Show
Huyen: Data preparation drives bigger RAG gains than database choice
“Data preparations for Rack is extremely important. And I would say that's like in the, a lot of the companies that I have seen, that's like the biggest performance in their Rack solutions coming from like better data, data preparations, not agonizing over like…”
Chip Huyen Oct 23, 2025 ▶ 34:33 Al Engineering 101 with Chip Huyen (Nvidia, Stanford, Netflix)
Lütke: Database lock contention is the fundamental bottleneck in scaling flash sales
“You really deal with log contention, and log contention is difficult. You, it's very, very hard to scale if everyone at the same time wants to decrement an integer in the database just actually then also the transaction involves Having to go to interchange and…”
Tobi Lütke Oct 6, 2025 ▶ 32:49 Tobi Lütke is still captivated by internet commerce, 20 years later
ACQUIRED Assertion Supported
Epic's core differentiation is its single unified database
“It is true that Epic's core database, the core single database, and this is Epic's big differentiation. There's only one database that every application pulls from.”
David Rosenthal Apr 21, 2025 ▶ 34:36 Epic Systems (MyChart) · Acquired
Bergum: In-database ML like PostgresML is the wrong architectural direction
“No, I'm not. I'm sorry. I, I'm not. I think this is, yeah, we also seen other players that tries to, you know, move a lot of the logic into the database, agentic embedding inference and whatnot. I think if the right direction is to Keep infrastructure a little…”
Jo Kristian Bergum Apr 19, 2025 ▶ 17:24 The Rise and Fall of the Vector DB category: Jo Kristian Bergum (ex-Chief Scientist, Vespa)
20VC 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
20VC 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
a16z Prediction Not checkable as stated
Horowitz: No closed-source database will ever be popular again
“There will never be a Really popular database that isn't open source ever again. That just can't happen.”
Eliot Horowitz Dec 13, 2024 ▶ 2:07 Building a $20B+ Open Source Business with MongoDB and Viam's Eliot Horowitz
Dessaigne: New databases and APIs handling sensitive data must be open-source
“A new database would need to be open source or an API connecting with sensitive data in a CRM or maybe an EHR needs to be open source.”
Nicolas Dessaigne Nov 26, 2024 ▶ 16:49 How To Start A Dev Tools Company | Startup School · Y Combinator
LENNY'S PODCAST Prediction Not checkable as stated
Aman Khan: AI will become as standard as databases in SaaS
“It almost feels a little bit like AI will be as common as the database to some degree for SAS applications.”
Aman Khan Nov 14, 2024 ▶ 10:13 Becoming an AI PM | Aman Khan (Arize AI, ex-Spotify, Apple, Cruise)
MAD Assertion Contradicted
Hitchcock: No existing database was designed for historical temporal querying
“There's not a single, really a single database out there designed in that specific way to be able to do that”
Tobie Morgan Hitchcock Oct 3, 2024 ▶ 8:03 Building The Database That Can Do It All | Tobie Morgan Hitchcock, CEO of SurrealDB
MAD Insight
Hitchcock: Rewriting a database entirely in Rust beats incremental migration
“What you'll see with other databases is they then design parts of it in Rust, and then gradually more and more that becomes Rust over time, and maybe some of it doesn't, but it's much easier when you go forward from the basis of everything is built in Rust.”
Tobie Morgan Hitchcock Oct 3, 2024 ▶ 12:23 Building The Database That Can Do It All | Tobie Morgan Hitchcock, CEO of SurrealDB
KNOWLEDGE PROJECT Assertion Not checkable as stated
Dunford: Large enterprises do not buy databases without consulting Gartner
“No large enterprise buys a database without talking to Gartner Group first.”
April Dunford Aug 20, 2024 ▶ 1:02:12 April Dunford: The Marketing Expert
NO PRIORS Insight
Liu: Most spreadsheet use cases should actually be databases or apps
“And a lot of use cases of spreadsheets really should be databases or apps, right? Anytime you're dealing with something that's not like number crunching and instead is some kind of tabular data, a workflow, like a database like thing of customers, or it could …”
Howie Liu Jul 25, 2024 ▶ 5:22 No Priors Ep. 73 | With Airtable co-founder and CEO Howie Liu
20VC 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
Birmingham: Excel is a calculation engine, not a database
“Many folks might still be in the Excel world where you use Excel as a database, but Excel is actually a calculation engine. It's not supposed to be a database.”
Jen Birmingham Sep 4, 2023 ▶ 35:06 Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
20VC 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
AMERICAN OPTIMIST Assertion Supported
Lonsdale: Intelligence community spent over $30 billion on databases and data
“They had spent over thirty billion dollars on databases and gathering data.”
Joe Lonsdale Aug 18, 2023 ▶ 4:33 Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
STARTUP IDEAS Prediction Not checkable as stated
Lawler: Web3 wallet and identity innovations will enter standard databases
“So I expect that some of the innovations that came from there like wallets, like identity, like verified credentials will just make its way into normal databases and already are.”
Emma Lawler Jun 29, 2023 ▶ 28:12 Business ideas worth paying attention to
MAD Prediction Not checkable as stated
Huber: AI-native databases will be much thicker than traditional databases
“We think the database will be, like, much thicker than it's been before.”
Jeff Huber Jun 28, 2023 ▶ 22:31 Why Vector Databases Are Exploding: Chroma Co-Founder Jeff Huber on Building AI-Native Infra
MAD Prediction Not checkable as stated
Huber: Multimodal models will run directly inside application code and databases
“There'll be language models running inside the application code, obviously, language models running inside the database as well or large models more broadly, multimodal models will run, you know, everywhere as well.”
Jeff Huber Jun 28, 2023 ▶ 23:02 Why Vector Databases Are Exploding: Chroma Co-Founder Jeff Huber on Building AI-Native Infra
WE LIVE TO BUILD Prediction Not checkable as stated
McGarry: Blockchain bridging will operate invisibly in the background by 2027
“In five years from now, this is all gonna be in the background. Like, this is just going to be something that operates in the background, just like a database.”
Steve McGarry Dec 22, 2022 ▶ 25:53 Builders Are the Ticket Before Interoperability Ever Gets Solved
MAD Disclosure
Graettinger: Estuary Flow is not a database and stores no data copies
“But a key thing to understand about Flow is that it is not a database. It is not storing copies of your data. It is really concerned just with coordinating your existing data systems and how data is moving between them.”
Johnny Graettinger Aug 11, 2022 ▶ 2:22 Building Real-Time Data Pipelines | Estuary's Johnny Graettinger
MAD Assertion Not checkable as stated
Graettinger: Estuary Flow collections enable reuse without impacting source databases
“So these collections are, can, you know, can be repeatedly used for different downstream kind of data processing tasks without ever impacting or touching that database again.”
Johnny Graettinger Aug 11, 2022 ▶ 10:52 Building Real-Time Data Pipelines | Estuary's Johnny Graettinger
ACQUIRED Assertion Contradicted
Gerstner: Database software market cap was roughly $1T in 2000
“In 2000, if you aggregate the total enterprise value of companies that were principally driving their revenue from databases, it's about a trillion dollars in market cap in 2000.”
Brad Gerstner Mar 15, 2022 ▶ 54:35 Altimeter (with Brad Gerstner) · Acquired
Evans: Crypto enables governance and portability impossible with standard databases
“And crypto is basically sort of SaaS meets open source. So it's all sort of running publicly in the cloud. And so you can make different applications with this. You can do these incentive structures and open governance structures and portability that you can't…”
Benedict Evans Mar 1, 2022 ▶ 17:32 Talking about crypto
ALL-IN Prediction Not checkable as stated
Friedberg: Hundreds of drug startups will be created using AlphaFold
“And you know, there will be hundreds of drug companies that will now start because of what's in that database.”
David Friedberg Jul 23, 2021 ▶ 51:12 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
ANOTHER PODCAST Assertion Supported
Walmart's Historic Advantage Came From Database-Driven Supply Chain Efficiency
“An awful lot of the Walmart story is actually about computers because they use databases to have much more efficient supply chain and much more efficient inventory than a traditional supermarket did.”
Benedict Evans Dec 22, 2020 ▶ 26:01 What comes next?
MAD Insight
Fraser: Syncing a single database can support an entire company
“You can make a whole company just out of syncing one database”
George Fraser Sep 18, 2020 ▶ 14:54 Fireside Chat: George Fraser (Founder & CEO, Fivetran) with Matt Turck (Partner, FirstMark)
TOP FOUNDERS Assertion Not checkable as stated
Param Solutions holds a proprietary database of over 380,000 cleared candidates
“And we have grown our own proprietary database system over the past seven and a half, eight years. We have over 400,000 records in that system, right? Over 95% of the records that we have in our system actually have clearances, right?”
Anil Kasablada Aug 7, 2020 ▶ 16:33 Param Solutions hits $35k MRR helping People Get Gov Developer Jobs
20VC 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
MAD Insight
Kulkarni: Popularity of Kafka will not replace traditional databases
“Like, I don't think the popularity of Kafka means that, that, that databases, you know, go away.”
Ajay Kulkarni Sep 17, 2018 ▶ 21:06 3 Heretical Ideas on the Future of Data // Ajay Kulkarni, TimescaleDB (FirstMark's Data Driven NYC)
TOP FOUNDERS Assertion Not checkable as stated
SalesScout database contains 10M companies and 3.5M decision makers
“We have ten million companies, three and a half million decision makers.”
Chris Lynde Aug 26, 2018 ▶ 11:37 1128 New CEO with New Funding Grows SalesScout from $35k to $260k MRR
a16z Insight
Rampell: Most people discussing blockchain actually just need a database
“Most people that are talking about blockchain, they're really looking for a database.”
Alex Rampell Dec 9, 2017 ▶ 3:22 Decrypting Crypto: From Bitcoin and Blockchain to ICOs
a16z Prediction Not checkable as stated
Chen predicts AI will be embedded in all software like databases
“So fundamentally, I believe that AI is going to get into every piece of software that we write in almost exactly the same way that databases got inside all the software.”
Frank Chen Dec 8, 2017 ▶ 0:51 AI: What's Working, What's Not
20VC 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
MAD Assertion Supported
AI cannot yet perform database-style reading and QA on unstructured Wikipedia text
“Nobody can answer on Wikipedia the way that you would answer with a database or anything like this, doing reading.”
Antoine Bordes Nov 9, 2016 ▶ 15:54 Artificial Intelligence at Facebook // Antoine Bordes, Facebook [FirstMark's Data Driven]
MAD Insight
Steier: Data volume limits drove the split between spreadsheets and databases
“So the reason why you switched from spreadsheets to databases, which is a completely different kind of thing, right, is because of spreadsheets couldn't handle the larger amounts.”
Sandy Steier Mar 3, 2014 ▶ 11:34 Sandy Steier, 1010data // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital)
MAD Assertion Not checkable as stated
White: 80 to 90 percent of Sailthru's infrastructure is databases
“80, 90% of our infrastructure is databases because we're storing all this data.”
Ian White Mar 3, 2014 ▶ 17:05 Ian White, Sailthru // Data Driven NYC 23 // January 2014 (Hosted by FirstMark Capital)
MAD Prediction Not checkable as stated
Sqrrl's Oren Falkowitz predicts large enterprises will adopt polyglot database architectures
“So, I think for large enterprises, they'll probably want one of everything.”
Oren (Sqrrl) Dec 5, 2013 ▶ 13:24 Panel discussion // Data Driven NYC #13 // Dec 2012
MAD Prediction Not checkable as stated
Merriman: Developers will use a few specialized database tools within 5-10 years
“My belief, I'm a little biased, but my belief is that if we kind of project out Say five years, 10 years, is that what we're gonna see is you'll have a few tools in your toolbox for databases.”
Dwight Merriman Dec 5, 2013 ▶ 8:57 Fireside chat with Dwight Merriman // Data Driven #8 // Sep 2012 (interviewed by Matt Turck)

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