MongoDB

includes MongoDB Atlas

3 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jan 22, 2026 by CJ Desai · said 30 times in 2 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by CJ Desai (21), Sarah Guo (2), Clem Delangue (1)

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2026 29 mentions in 1 episode
2023 1 mention in 1 episode

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Everything said about MongoDB, oldest first

Jan 22, 2026 bullish
Assertion Contradicted
Desai: MongoDB is the only new database to cross $2B revenue
“There are many attempts have been made by many folks to create next version of database. This and that or next disruptive database. Nobody has passed billion, and definitely nobody has passed two billion, and MongoDB did that.”
CJ Desai Jan 22, 2026 ▶ 18:33 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
Jan 22, 2026 bearish
Insight
Desai: Fast AI Code Generation Cannot Bypass Enterprise Security and Compliance Barriers
“So yes, wipe coding will allow you to create an app fast. You have a great use case. You have some disruption in mind. That's excellent. But then there is a lot of things that you need from a go-to-market perspective to be able to break in, pass all their chec…”
CJ Desai Jan 22, 2026 ▶ 11:57 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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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