Substack · The Inflection · Miguel | The Inflection
MongoDB’s Growth Went From 13% to 30%. Then Its CEO Left. Opportunity or Warning?
An interim CEO, three-quarters of revenue from one product, an AI story that is still early. The numbers did not change when the CEO left; what changed is who runs MongoDB next.
Desde publicación +6,2 % α +7,0 p. p. vs S&P 500 · USD