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Data is Back: MongoDB, Databricks, Snowflake

Overview

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Data is Back: MongoDB, Databricks, Snowflake

Sourcery

1 DAYS AGO
Sourcery

Sourcery

1 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

CJ Desai, CEO of MongoDB, joins Sourcery at the RAISE Summit in Paris. We cover why data is the downstream winner of the AI cycle, how hyperscaler capacity limits are pushing workloads back on-prem, the return of data sovereignty, & what a bank's real agen...

Highlights

MongoDB CEO CJ Desai discusses the evolving AI landscape, highlighting how data has become the critical foundation for AI applications. He explains that hyperscaler capacity shortages are driving a surprising return to on-premise infrastructure, and outlines the distinct needs of frontier labs, AI-native companies, and enterprises building agentic workloads.
00:00
Hyperscalers are running out of capacity.
01:12
Data layer is crucial for agentic applications
03:24
AI and agents generate massive data, positioning MongoDB as a downstream winner.
07:25
Enterprises choose MongoDB for multi-cloud resilience
09:12
Hyperscalers running out of capacity.
11:19
MongoDB is a real-time operational database for OLTP.
13:18
ElevenLabs runs 50M+ agents on MongoDB.
15:23
Data labeling companies are complementary rather than competitive.
16:25
Customer focus and team building are key
19:32
Unprecedented innovation pace in AI.
27:04
AI companies cannot afford expensive DBAs.
28:31
Agentic architecture requires deterministic outcomes and human-in-the-loop
31:22
Customers use both open and closed source models
34:39
Non-zero chance of success if resources are focused
36:55
Mixed pride and concern about competitors hiring MongoDB people.
40:32
MongoDB is the foundational data layer for AI and agentic applications.
41:38
Data is the unsung hero in AI

Chapters

CJ Desai, CEO at MongoDB
00:00
Top CEOs at the Raise AI Summit
01:12
The 3 types of companies powering the AI boom
03:24
Why on-prem is making a shocking comeback
07:25
Hyperscalers are quietly running out of capacity
09:01
What actually separates MongoDB from Snowflake and Databricks
11:06
Why Frontier Labs treat MongoDB as their memory layer
13:18
The truth about data labeling companies
15:23
From Oracle intern to first-time CEO
16:22
Becoming CEO during the AI chaos
19:19
The World Cup crisis that tested MongoDB's scale
23:53
The real complexity behind simple AI agents
28:19
Open source vs. closed models: what customers actually pick
31:22
CJ's honest take on data centers in space
34:36
The mentors who shaped a first-time CEO
36:50
MongoDB's next big bets
40:32
Data is back?
41:36

Transcript

CJ Desai: What is happening right now, Molly, is that you see these hyperscalers, some of them, are 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 m...