Agree that product quality will matter more than distribution or inertia once agents are doing the research.
AI is moving from generating answers to taking action. That changes what we need from the data layer.
AI is moving from generating answers to taking action. That changes what we need from the data layer...
No company has meant more to me professionally than MongoDB. I spent more than 11 years as CEO, and even after stepping down last year, I never really left. Serving on the board kept me close to our people, our customers and the business, and only strengthened my conviction in MongoDB’s future.
No company has meant more to me professionally than MongoDB. I spent more than 11 years as CEO, and ...
The people I have seen grow the fastest continually ask for feedback, both good and bad. They assess it based on the credibility of the source and the persuasiveness of the logic, then act on it when appropriate. The goal isn’t to accept every piece of feedback. It’s to have the humility to change when the feedback has merit.

Being a founder is one of the loneliest roles there is. Everyone's livelihood rides on your decision...
Being a founder is one of the loneliest roles there is. Everyone's livelihood rides on your decisions, but no one else carries the same weight of responsibility. The hardest calls are made in isolation, and you own the outcome either way. The job is only getting harder. AI is changing what companies build, what small teams can do, how they reach customers, and the capital required to scale. The rate of change is accelerating, so the advantage goes to whoever learns and adapts fastest.
You find out who someone really is when facts challenge something they deeply believe. Do they get curious? Or do they dismiss the evidence, attack the source, or suddenly discover nuance they never afforded the other side?
Yesterday, the founder of a well-known, successful company called me to reference check two people he was considering for a senior role. He wasn’t looking for reassurance. He was genuinely trying to understand them, including anything that might cause him to reconsider either hire. He’s called me before about other hires, including people who wouldn’t even report directly to him. He doesn’t delegate this to others. He calls himself. I'm sure that kind of rigor is part of why his company has been so successful.
We have more than 100 years of evidence to compare socialism & capitalism. The results have made it clear which system creates more prosperity & improves more lives.
I don’t agree that enterprises will choose building over buying all sw, even in the age of AI.