database
also referred to as: databases
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 26, 2026 by Jay Kreps · across every show →
Everything said about database, oldest first
Mar 26, 2026
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…”
Jun 25, 2026 positive
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…”