
"MDB: AI apps need flexible DB schema; Mongo's unique architecture well-suited. Q3 FY25: AI not yet meaningful, but potential tailwind. Popular w/ devs, 29x rev growth since FY16. GenAI eases migration, boosting enterprise sales. Pilots show 50% effort reduction. Risk: potential disruption by more flexible, cheaper competitor."
Mongo DB: The Nvidia of AI Databases.
Investment Ideas by Antonio
December 20, 2024
Stock Idea