No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
Why are there only a handful of companies in the world with over $10 billion in pure-play software revenue? CJ Desai believes the reason is that products are replaceable, but platforms are forever. For No Priors’ very first live from MongoDB.local SF, Sarah Guo is joined by CJ Desai, CEO and President of software developer MongoDB, to discuss the shifting landscape of enterprise software. CJ discusses whether AI will erode the value of software, and what truly constitutes a “moat” in the age of generative AI. CJ also talks about why AI adoption with Fortune 500-sized companies is still lagging…
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Chapters (13)
Cold Open
0:58
CJ Desai Introduction
1:38
The AI Stack and the Future of Software
4:18
Why Platforms, Not Products, Are Sticky
9:59
Vibe Coding and the Threat of On-Demand Apps
12:15
Paths to Success for Software Vendor Incumbents
14:24
How CJ Chose MongoDB
18:55
Debunking the SaaS Bear Thesis
22:07
Fortune 500 Perspectives on AI Value
24:24
Can AI Native Startups Replace Systems of Record?
28:10
The Importance of Customer Relationships
31:46
Managing Through Massive Technology Transitions
36:37
Conclusion
Playlist
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No Priors Ep. 13 | With Jensen Huang, Founder & CEO of NVIDIA
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
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No Priors Ep. 7 | With Stanford Professor Dr. Percy Liang
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No Priors Ep. 1 | With Noam Brown, Research Scientist at Meta
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No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
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No Priors Ep. 10 | With Copilot's Chief Architect and founder of Minion.AI Alex Graveley
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No Priors Ep. 11 | With Matei Zaharia, CTO of Databricks
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No Priors Ep. 12 | With Noam Shazeer
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 14 | With Sarah Guo and Elad Gil
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No Priors Ep. 2 | With Runway ML’s Cristobal Valenzuela
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No Priors Ep. 3 | With Stability AI’s Emad Mostaque
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No Priors Ep. 15 | With Kelvin Guu, Staff Research Scientist, Google Brain
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No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 16 | With Mustafa Suleyman, Founder of DeepMind and Inflection
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 17 | With Karan Singhal
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 5 | With Huggingface’s Clem Delangue
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 6 | With Daphne Koller from Insitro
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No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 19 | With Anduril CEO Brian Schimpf
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 20 | With Sarah Guo and Elad Gil
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 21 | With Datadog Co-founder/CEO Olivier Pomel
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 22 | With Instacart CEO Fidji Simo
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No Priors Ep. 23 | With Snowflake's CEO Frank Slootman
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No Priors Ep. 24 | With Devi Parikh from Meta
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No Priors Ep. 25 | With Palantir's CTO Shyam Sankar
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No Priors Ep. 26 | With Weights & Biases CEO Lukas Biewald
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 27 | With Sarah Guo & Elad Gil
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan (Japanese Version)
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 29 | With Inceptive CEO Jakob Uszkoreit
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 30 | With Vercel CEO Guillermo Rauch
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No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
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No Priors Ep. 32 | With NEAR’s Illia Polosukhin
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No Priors Ep. 33 | With Replit's CEO & Co-Founder Amjad Masad
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 34 | With Ginkgo Bioworks Co-Founder and CEO Jason Kelly
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 35 | With Sarah Guo and Elad Gil
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 36 | With Hubspot's Co-Founder Brian Halligan
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 37 | With Kawal Gandhi
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 38 | With Material Security Co-Founder Ryan Noon
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 39 | With OpenAI Co-Founder & Chief Scientist Ilya Sutskever
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 40 | With Arthur Mensch, CEO Mistral AI
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 42 | With Sarah Guo and Elad Gil
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 43 | With Clara Shih, CEO of Salesforce AI
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No Priors Ep. 44 | With Former Square CEO Alyssa Henry
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 45 | With Reid Hoffman
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No Priors Ep. 46 | Best of 2023 with Sarah Guo and Elad Gil
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No Priors Ep. 47 | With Sourcegraph CTO Beyang Liu
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 48 | With Covariant CEO Peter Chen
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No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
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No Priors Ep. 50 | With Stripe Head of Information Emily Glassberg Sands
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No Priors Ep. 51 | With Notion CEO Ivan Zhao
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No Priors Ep. 52 | With Pinecone CEO Edo Liberty
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No Priors Ep. 53 | With AMD CTO Mark Papermaster
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No Priors Ep. 54 | With Sarah Guo & Elad Gil
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No Priors Ep. 55 | With Figma CEO Dylan Field
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No Priors Ep 56 | With Baseten CEO and Co-Founder Tuhin Srivastava
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No Priors Ep. 57 | With LangChain CEO and Co-Founder Harrison Chase
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No Priors Ep. 58 | The argument for humanoid robots with Brett Adcock from Figure
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No Priors Ep. 59 | With Sarah Guo & Elad Gil
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