why aren't all 6 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
Assertion Supported
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?”
Assertion Supported
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.”
Assertion Supported
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.”
Assertion Supported
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.”
Assertion Not publicly verifiable
MongoDB achieved 99 percent of its growth organically without acquisitions
“99% of our growth has been organic, and the market's very big, so we really focused on organic growth versus, like, trying to grow through acquisition.”
Assertion Supported
MongoDB holds just 1 percent of the massive enterprise database market
“Going after the database market is one of the largest markets enterprise software. And so, as I said, we only have one percent share, and I think we're doing quite well.”