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Elastic

includes Elastic Cloud, Elastic Search

5 statements across 5 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Nov 20, 2017 by Ash Fontana · said 36 times in 10 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Matt Turck (16), Mike Volpi (7), Dev Ittycheria (4), Aaron Katz (4), Tristan Handy (1), Jeff Huber (1), Clement Delangue (1), Ash Fontana (1)

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2024 11 mentions in 3 episodes 4 per episode
2023 1 mention in 1 episode
2021 8 mentions in 2 episodes 4 per episode
2019 12 mentions in 1 episode
2018 1 mention in 1 episode
2017 1 mention in 1 episode
2016 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Elastic, oldest first

Nov 20, 2017 negative
Assertion Partly supported
Ash Fontana: Data isolation prevents Algolia and Elastic from improving search algorithms
“Now, Algolia, Elastic, like, all these companies do that. They make it very easy to deploy a very fast search box on your website, but the thing is, because they guarantee you that they're not going to share any data in any way with anyone they can't really im…”
Ash Fontana Nov 20, 2017 ▶ 12:39 The Evolution and Impact of AI // Ash Fontana, Zetta Venture Partners
Sep 17, 2018 positive
Assertion Supported
Kulkarni: Elastic filed for IPO making $160M in revenue, more than MongoDB
“I think Elastic, which is Filed Furnace for a IPO, is an example of that. I think they're already making a hundred and sixty million In revenue, which is more than Mongo's making already, which is crazy.”
Ajay Kulkarni Sep 17, 2018 ▶ 16:46 3 Heretical Ideas on the Future of Data // Ajay Kulkarni, TimescaleDB (FirstMark's Data Driven NYC)
Nov 16, 2021 positive
Assertion Supported
Katz: Elastic hit $500M+ ARR with 41% international revenue mix
“When I left Elastic, I believe the company was doing a little bit north and a half a billion in recurring revenue at the time. I'm almost certain it was north of 40%. I think 41% of revenue was coming outside of the U.S.”
Aaron Katz Nov 16, 2021 ▶ 27:46 Fireside Chat: Aaron Katz (Co-Founder & CEO, ClickHouse) with Matt Turck (Partner, FirstMark)
Jun 28, 2023 bullish
Disclosure
Chroma is developing an open-source distributed version of its database
“We're working on a distributed version of Chroma. So in the same way that Elastic for those of you that are familiar with TextSearch, Elastic picked up Lucene, made it developer-friendly, they made it distributed, Chroma picks up some of these ANN algorithms, …”
Jeff Huber Jun 28, 2023 ▶ 9:32 Why Vector Databases Are Exploding: Chroma Co-Founder Jeff Huber on Building AI-Native Infra
Oct 17, 2024 bullish
Prediction Not checkable as stated
Delangue: AI will create open-source commercial giants like Red Hat and MongoDB
“And I would expect there to be even more in AI. We'll have kind of like the MongoDB, the Elastic, the Red Hat of AI, which are going to be like open source AI, AI companies.”
Clement Delangue Oct 17, 2024 ▶ 9:58 The $4.5B Platform Driving the Open Source AI Revolution | Clem Delangue, CEO, Hugging Face
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