Desai: Database infrastructure carries no risk of disruption from AI
CJ Desai · No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers · Jan 22, 2026 · at 18:08
CJ Desai, CEO of MongoDB, explains why he chose to lead MongoDB and why data platforms will endure through the AI platform shift.
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“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.”
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