“A lot of them tried with the office productivity type co-pilots, unclear how much value they got out of it. They're like, okay, this really works with my Excel or, you know, can I really do this thing or create a PowerPoint slide using natural language? The feedback is not great on the value they got. The feedback on coding assistance that kind of took off in twenty-twenty-four in a meaningful way, very, very positive.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from CJ Desai
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 DesaiJan 22, 2026▶ 18:08No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
Opinion
Desai: SaaS zero-terminal-value AI bear thesis is overblown
“The, just going on the extreme terminal value being zero for some of the software, they are overblown, ah, and, you know, ah, we'll figure this out together.”
CJ DesaiJan 22, 2026▶ 4:06No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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 DesaiJan 22, 2026▶ 11:57No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
AssertionContradicted
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 DesaiJan 22, 2026▶ 18:33No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
Insight
Desai: Enterprise leaders want AI that replaces legacy systems of record
“Because you will have my attention as a leader, if you say I'm going to replace it, it's going to be cheaper, it's going to be faster, it's going to be better, and oh, by the way, I have disrupted pricing, and for the value you get, that's when you pay me the …”
CJ DesaiJan 22, 2026▶ 25:12No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
AssertionNot checkable as stated
Desai: Only about 10 AI-native companies have reached $100M ARR
“Like if you think about however you define success for AI native companies, whether it's a hundred million ARR, billion ARR, pick one. There are like 10 companies like that today, today.”
CJ DesaiJan 22, 2026▶ 35:40No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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