Mongo

“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”

“So yes, in some cases there are, for many use cases, you can use a general purpose database. People have built stuff on Postgres. People have built time series on Mongo. Like those are highly useful. But if you're ingesting huge amounts of data, you want the q…”

“Like I think years into the company is always tricky because, you know, both at Mongo and VM, they're pretty deep tech companies. So you spend a couple of years up front where you're really pretty heads down building. So I think you can't really count those co…”

“We talked about the shock to the system of Mongo going from 40 to 17%, Salesforce shrinking to single digit growth, UiPath cutting its guidance in half.”

“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.”

“Mongo, we lost a billion dollars before we had a profitable quarter. Over 10 years.”

“We had no revenues after three years at Mongo.”

“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.”

“Mongo has this amazing security architecture now that your applications can plug into, propagate that user information all the way up to the application layer, and enforce, you know, this visualization and the data lineage associated with it along the way.”

“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.”