MongoDB: The Database Platform - Business Breakdowns EP. 33


Im Jesse Pujji and today were breaking down MongoDB.
During our conversation we get a 101 on database software talk through Mongos creative approach to RD learn about how database product advantages compound and look at what protects Mongo from larger players like Microsoft and Amazon   To help break down Mongo Im joined by Ro Nagpal an investor at Holocene Advisors.
  For the full show notes transcript and links to the best content to learn more check out the episode page here:   -----   Business Breakdowns is a property of Colossus LLC.
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Sign up here.   Follow us on Twitter: JoinColossus patrick_oshag jspujji zbfuss   Show Notes 00:00:00 - Introduction 00:03:51 - First question - What MongoDB is what they do and their scale today 00:05:03 - The functions of a database and why theyre important 00:07:37 - The unmet market need that led to founding of MongoDB and the history of the space leading up to today 00:11:13 - What big data means and how it applies to MongoDB 00:12:42 - Things that would lead customers of Oracle to leave them for MongoDB 00:13:42 - The technology stack behind a company like weather.com 00:14:52 - Types of companies and services that couldnt exist without MongoDB 00:16:40 - State of the database marketplace today and where they fit into it 00:17:51 - How big the new market of big data is and current competitors 00:19:22 - What makes MongoDB so distinct and why theyre winning 00:21:34 - The most important metrics and numbers for the business 00:23:28 - Gross margins and why they spend so much on sales and marketing 00:24:55 - How investors can justify a company spending so much on marketing 00:26:19 - The PL and unit economics of the business 00:26:47 - How a customer grows after theyve been acquired 00:27:21 - Clever ways that MongoDB spends and uses their resources 00:29:26 - Different types of open source models and how they use it to their advantage 00:31:22 - One thing MongoDB does exceptionally well and something they could improve 00:34:19 - What MongoDB has managed to get so right compared to their competitors 00:36:04 - Their unique go-to-market strategy and why it worked 00:37:15 - The things that would have to go right for MongoDB to compound over a decade 00:39:00 - Market factors that may impact their future growth and potential MA opportunities 00:40:27 - Biggest risks that may affect MongoDBs growth trajectory over the next few years 00:41:01 - What allows them to exist in a world dominated by Google and Microsoft 00:42:34 - Lessons for builders and investors when studying MongoDBs story 00:44:17 - Why changing their CEO was necessary and helped the company recover and thrive businessbreakdowns MongoDB podcast

Источник: rutube.ru

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