MongoDB
includes MongoDB Atlas
9 statements across 4 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Aug 6, 2025 by Henry Ward · said 104 times in 13 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Molly O'Shea (78), CJ Desai (23), Henry Ward (1), Grace Isford (1), Alfred Lin (1)
tap a year for its mentions
2026 102 mentions in 11 episodes 9 per episode
- Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- 3 more episodes that year, every mention in 2026 →
2025 1 mention in 1 episode
Everything said about MongoDB, oldest first
Aug 6, 2025 neutral
Ward: Startups are either execution-focused or multi-product innovators
“I think there's like two types of startups. There's innovation startups and execution startups. So an execution startup is like a rippling or a MongoDB, where it's just like, if you build a better database or a better HRIS system, you have line of sight to bil…”
Mar 9, 2026
Jul 20, 2026 positive
Desai: AI startups demand machine-driven database administration over human DBAs
“In database world, when I was at Oracle, the most expensive person you can get is called Oracle DBA, database administrator, and they were the most expensive people that you have to hire when you're running Oracle, and now These AI companies are saying, we don…”
Jul 20, 2026
Desai: Large Paris Enterprise Refuses Public Cloud Over French Sovereignty Rules
“Yesterday I was with a customer, and they said, hey, I just want to tell you, we are not, and it's a large customer based in Paris, we are not going to move our workloads to public cloud. We are going to run it on-prem. Data sovereignty is highest priority. Fr…”
Jul 20, 2026 positive
Jul 20, 2026 negative
Desai: Hyperscalers are turning away top-50 enterprise customers due to capacity limits
“These hyperscalers, some of them, are running out of capacity, and they're running out of capacity, so this large customer in Texas, speaking to them, they have really good partnership with one of the hyperscalers. They wanted to move more workloads in cloud, …”
Jul 20, 2026 neutral
Jul 20, 2026 positive
Jul 27, 2026 positive
Wu: Devin's breakthrough first task was autonomously fixing a MongoDB setup
“And, like, Devin just ran a bunch of stuff for a few minutes, and then fixed it. And then, like, sent Walden a message, like, hey, I got it, it's up now. Walden didn't really, he didn't really believe it at first. I think we still have the video recording of t…”