No Priors Live: Building Durable Software in the AI Age with MongoDB President & CEO CJ Desai

The discussion centers on the future of software, questioning the long-term value of software companies in light of AI and technological advancements. MongoDB CEO CJ Desai emphasizes the importance of platforms over products, arguing that platforms offer greater customer stickiness due to their integration with existing systems. Desai points out that very few software companies reach $10 billion in revenue because platforms are rare. He also highlights the need for speed and adaptability in technology transitions, using ServiceNow as an example of a durable enterprise software company facing new challenges. Desai shares his perspective on AI, noting that while it presents opportunities for innovation and growth, companies must demonstrate tangible value and re-accelerated growth to maintain investor confidence.

Outlines

Part 1: Software Evolution, Platforms, and Strategy

Part 2: MongoDB Case Study and AI Moats

Part 3: AI Implementation and Enterprise Disruption

Part 4: Leadership, Change, and Intellectual Honesty

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No Priors: Artificial Intelligence | Technology | Startups

Part 1: Software Evolution, Platforms, and Strategy

The Pivotal Moment for Software: Platforms, Speed, and the Future of Companies

Platforms vs. Products: Stickiness, Integrations, and the Path to $10B+ Revenue

Enterprise-Class Applications: Go-to-Market Challenges and Regulatory Hurdles

Part 2: MongoDB Case Study and AI Moats

Protecting the Moat: Strengthening Platforms with AI for Re-Accelerated Growth

Choosing MongoDB: Durable TAM, Mission-Critical Apps, and Disruptive Potential

MongoDB's Disruptive Force and the Investor Anxiety Around AI Value

Part 3: AI Implementation and Enterprise Disruption

AI in the Enterprise: Coding Assistance Successes and Customer Support Skepticism

Replacing Systems of Record: A Platform Approach and the AI-First Organization

Part 4: Leadership, Change, and Intellectual Honesty

From Product to Business Strategy: Customer Intimacy and Go-to-Market Understanding

Technology Transitions: Change Management and Overcoming Comfort Zones

Intellectual Honesty and the Truth About AI's Impact on Core Business Growth

No Priors Live: Building Durable Software in the AI Age with MongoDB President & CEO CJ Desai

No Priors: Artificial Intelligence | Technology | Startups

Part 1: Software Evolution, Platforms, and Strategy

00:00The Pivotal Moment for Software: Platforms, Speed, and the Future of Companies

The Pivotal Moment for Software: Platforms, Speed, and the Future of Companies

04:18Platforms vs. Products: Stickiness, Integrations, and the Path to $10B+ Revenue

Platforms vs. Products: Stickiness, Integrations, and the Path to $10B+ Revenue

10:00Enterprise-Class Applications: Go-to-Market Challenges and Regulatory Hurdles

Enterprise-Class Applications: Go-to-Market Challenges and Regulatory Hurdles

Part 2: MongoDB Case Study and AI Moats

12:14Protecting the Moat: Strengthening Platforms with AI for Re-Accelerated Growth

Protecting the Moat: Strengthening Platforms with AI for Re-Accelerated Growth

14:24Choosing MongoDB: Durable TAM, Mission-Critical Apps, and Disruptive Potential

Choosing MongoDB: Durable TAM, Mission-Critical Apps, and Disruptive Potential

18:11MongoDB's Disruptive Force and the Investor Anxiety Around AI Value

MongoDB's Disruptive Force and the Investor Anxiety Around AI Value

Part 3: AI Implementation and Enterprise Disruption

22:06AI in the Enterprise: Coding Assistance Successes and Customer Support Skepticism

AI in the Enterprise: Coding Assistance Successes and Customer Support Skepticism

25:30Replacing Systems of Record: A Platform Approach and the AI-First Organization

Replacing Systems of Record: A Platform Approach and the AI-First Organization

Part 4: Leadership, Change, and Intellectual Honesty

28:09From Product to Business Strategy: Customer Intimacy and Go-to-Market Understanding

From Product to Business Strategy: Customer Intimacy and Go-to-Market Understanding

31:47Technology Transitions: Change Management and Overcoming Comfort Zones

Technology Transitions: Change Management and Overcoming Comfort Zones

34:07Intellectual Honesty and the Truth About AI's Impact on Core Business Growth

Intellectual Honesty and the Truth About AI's Impact on Core Business Growth