database platform

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2026 by CJ Desai · across every show →

Everything said about database platform, oldest first

Jan 22, 2026 bullish
Opinion
Desai: Database infrastructure carries no risk of disruption from AI
“AI will still go on, and this is a layer you must have. That's it. So TAM must have layer, no risk of disruption.”
CJ Desai Jan 22, 2026 ▶ 18:08 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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