The discussion centers on the future of software, SaaS, and where value will reside, particularly with the rise of AI. CJ Desai emphasizes that platforms are more durable than products, advocating for companies to build platforms to achieve stickiness through multiple integrated products and deep integrations within customer infrastructures. Desai points out that only a few software companies reach $10 billion in revenue because platforms are rare. He shares an anecdote about a bank with 300 applications built on MongoDB, illustrating the platform's entrenchment. Desai also addresses investor anxieties about SaaS and AI-native companies, highlighting the importance of a strong data layer and focusing on specific use cases to demonstrate value. He recounts advice from John Thompson on customer interaction, stressing the need to understand customer pain points and see around corners.
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