The Ledger, every show

“AI will still go on, and this is a layer you must have. That's it. So TAM must have layer, no risk of disruption.”

“These hyperscalers, some of them, are running out of capacity, and they're running out of capacity, so this large customer in Texas, speaking to them, they have really good partnership with one of the hyperscalers. They wanted to move more workloads in cloud, …”

“Data centers are back. Nobody is now saying, hey especially in the Fortune 500, and most people get that wrong because everybody thought, hey, all the workloads are just going to move to this hyperscaler. So hyperscaler is running out of capacity and making su…”

“The, just going on the extreme terminal value being zero for some of the software, they are overblown, ah, and, you know, ah, we'll figure this out together.”

“So yes, wipe coding will allow you to create an app fast. You have a great use case. You have some disruption in mind. That's excellent. But then there is a lot of things that you need from a go-to-market perspective to be able to break in, pass all their chec…”

“There are many attempts have been made by many folks to create next version of database. This and that or next disruptive database. Nobody has passed billion, and definitely nobody has passed two billion, and MongoDB did that.”

“A lot of them tried with the office productivity type co-pilots, unclear how much value they got out of it. They're like, okay, this really works with my Excel or, you know, can I really do this thing or create a PowerPoint slide using natural language? The fe…”

“Because you will have my attention as a leader, if you say I'm going to replace it, it's going to be cheaper, it's going to be faster, it's going to be better, and oh, by the way, I have disrupted pricing, and for the value you get, that's when you pay me the …”

“Like if you think about however you define success for AI native companies, whether it's a hundred million ARR, billion ARR, pick one. There are like 10 companies like that today, today.”

“Yesterday I was with a customer, and they said, hey, I just want to tell you, we are not, and it's a large customer based in Paris, we are not going to move our workloads to public cloud. We are going to run it on-prem. Data sovereignty is highest priority. Fr…”

“Like, for coding agents, ok, you have Cloud Code, you have Codex, there is a Grok build, many options. Cursor has other options available. So what you find is, in those scenarios, you almost always use See or hear close models, not open source models. Propriet…”

“So physics-wise, at least from what I have read, It seems like it is, there is a non-zero chance of it succeeding, meaning it will succeed once you put enough attention, resources, focus on it, and like we saw some of the frontier labs, you saw that SpaceX sai…”

“One of the things is platforms are sticky, products are not. So no matter which software company you create today in the world of, ah, in the age of AI, or you created in the past, Products can be replaced.”

“And then you have enterprises who are creating agentic workloads, and that's where we feel we are still early, because I have not seen Agentic applications, whether you look at airlines, right, you look at your banking applications, whichever bank you use, you…”

“The other, you know, large telecommunications company in the United States was also similar. They had one particular hyperscaler, and they said this hyperscaler refused to give them additional regional capacity that they needed. So they signed with the second …”

“In database world, when I was at Oracle, the most expensive person you can get is called Oracle DBA, database administrator, and they were the most expensive people that you have to hire when you're running Oracle, and now These AI companies are saying, we don…”

“There is no, like, standardization even when it comes to these models, right? It goes anywhere from open source to closed source, small to large, horizontal to domain specific based on the use cases.”

“That's what if I'm an investor, and you know, we speak to investors all the time, that's what they are looking for, that hey, would this, will AI re-accelerate this company's growth? And unless you show re-acceleration, they are going to say, okay, maybe I'm n…”

“When I speak to Fortune 500, I can tell you without hesitation, they are all still talking about I need to move X percent of apps to GCP, AWS, Azure, some combination, Alibaba in Europe, whatever the case might be.”

“Out of London, and they have north of fifty million agents, depending on when you look at it, all running on MongoDB.”

“ServiceNow is now, you know, closer to a fifteen billion dollar revenue company, but he created that company when he became bankrupt at age of 50. Just a few days before 50.”

“I mean, how many companies today that are there that are more than ten billion in software, ten billion in just pure play software revenue? How many companies are there? It's single digits, ok?”

“When actually iPhone launched, I think I want to say three or five quarters after now, after the iPhone, Blackberry was still, Selling a lot, and was not being disrupted until it got really disrupted.”