MongoDB

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 19, 2024 by Erik Bernhardsson · said 20 times in 11 episodes since 2024 · across every show →

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brought up most by Varun Mohan (3), Shawn Wang (2), Lin Qiao (1), Erik Bernhardsson (1), Dharmesh Shah (1), David Hsu (1)

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Everything said about MongoDB, oldest first

Feb 19, 2024
Insight
Cloud Infra Startups Must Capture the Entire Hobbyist-to-Enterprise Spectrum
“The only way to do, to build infrastructure to build a successful infrastructure company in the long run in, in, in the cloud today is, You have to appeal to the entire spectrum, right? Or at least like the enterprise, like you have to capture the enterprise m…”
Erik Bernhardsson Feb 19, 2024 ▶ 36:06 Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
Apr 19, 2025 bearish
Prediction Not checkable as stated
Bergum: Pinecone will not endure like MongoDB because it is too narrow
“So there's always like this convergence, but MongoDB kind of, it sticks, but I don't think that for Pinecoin that was originally leading that movement, it won't like stick in the same way. It's too narrow. It's too, too narrow.”
Jo Kristian Bergum Apr 19, 2025 ▶ 7:56 The Rise and Fall of the Vector DB category: Jo Kristian Bergum (ex-Chief Scientist, Vespa)
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