The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
MongoDB CEO Dev Ittycheria calls Oracle the most hated tech vendor
“Oracle is the most hated vendor in our tech industry. In the tech industry today”
Managed cloud services are the optimal open-source monetization strategy
“The best way to monetize open source is open source as a service.”
MongoDB replaced six C-level executives in the three years post-IPO
“It's a, it's not a secret, but since we've gone public three and a half years ago, we've had six C-level changes, right?”
MongoDB spent over $700M on R&D, dedicating half to free software
“We've invested over seven hundred million in R&D since we started the company, and more than 50% of that goes with the free product.”
Open-source companies must target massive markets to offset unmonetized usage
“The most successful open source companies go after big markets because by definition you can't monetize all your usage.”
MongoDB grew from $30M to $700M run rate under Dev Ittycheria
“The business would then was roughly about 250 people trailing about 30 plus million in revenue, and today we're approaching 4000 people and about seven hundred million dollars in run rate.”
Dev Ittycheria hired MongoDB's first CRO and CMO on West Coast
“In the early days when I joined actually my first CRO, my first CMO were actually on the West coast because I couldn't find enough depth and experience in New York city.”
MongoDB Atlas hit $350M run rate with 66 percent annualized growth
“So it went from zero To a three hundred fifty million dollar run rate business, you know, when we announced our last quarter's earnings. And it's growing at about a 66% annualized growth rate.”
Snowflake S-1 filing entirely omitted the word developer
“If you read Snowflake's S-One, they never mentioned the word developer. That's all about the business analysts, The data scientists, et cetera, to help them kind of get, you know, insight into the data.”
MongoDB had more software downloads in 2020 than its first decade combined
“Last year we had more downloads of our software than in the first 10 years of the company's history.”