MongoDB

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 9, 2025 by Roelof Botha · said 6 times in 5 episodes since 2021 · across every show →

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brought up most by Brad Gerstner (3), Roelof Botha (2), Satya Nadella (1)

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Everything said about MongoDB, oldest first

Oct 9, 2025 bullish
Assertion Supported
Botha: Palo Alto, ServiceNow, HubSpot, and MongoDB scaled 10x post-IPO
“And by the way, even in more recent memory, if you look at the last ten-ish years, Palo Alto, ServiceNow, HubSpot, MongoDB, these companies have all been 10 Xers as public companies.”
Roelof Botha Oct 9, 2025 ▶ 16:44 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Jun 6, 2026 neutral
Disclosure
Gerstner: Altimeter distributed MongoDB shares before it grew to $50B
“10 years ago, we invested pre-IPO at a billion dollars. We distributed the shares, I think, at three or four billion, and then it went to fifty billion over, you know, the course of the next 24 months, and we had people who called us who said, well, why didn't…”
Brad Gerstner Jun 6, 2026 ▶ 26:20 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
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