The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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
Azam: MongoDB took 10 years to hit $100M ARR, four for $500M
“Took us about a hundred to get to a hundred million took our company about 10 years, you know, and granted, there was a lot of adoption that needed to happen there, you know, a lot of early development of our technology. So it's not a perfect apples to apples …”
Lemkin: MongoDB delivered its best quarter in six years
“MongoDB, which is another one, you know, they just had their best quarter in six years. They're just rocking it. Right? They're rocking it. Some of their strongest revenue growth they've seen since IPO.”
Azam: MongoDB cloud business accounts for 47% of total company revenue
“We had our earnings call last night, you know, our cloud business is growing over. You know, year over year, it's now 47% of our total company revenue.”
Azam: Early MongoDB revenue was concentrated exclusively in large enterprises
“Where our revenue really came from was only in the top segment of the market. And the reason I bring this up is MongoDB is adoption and product market fit for our free technology. Serves the entire market, every segment, every vertical, you know, almost every …”
Azam: MongoDB had zero self-service revenue before its SaaS pivot
“And we had effectively zero self-service business. We didn't have a product that developers could come onto in a B to C like model, swipe a credit card and start consuming and a pay as you go model.”
Azam: Open source served as MongoDB's market-seeding and monetization foundation
“First and foremost, you know, we wanted to describe sort of how our company and our technology MongoDB really started with open source that sort of like a seeding mechanism for driving or adoption in the market. And building the foundation of the early phases …”