No. of Recommendations: 10
Just posting below the key question that hits the key hypothesis as to why MDB’s market is a winner take most. It also answers the questions of Amazon, Azure, et al.:

Question: In terms of the competitive landscape against both the public cloud guys and the new NoSQL players or the pure play no NoSQL players, any comments on win rates? Who is MDB seeing in the marketplace as competition and are people are standardizing on a single NoSQL offering or they're choosing still the best database for every use case?

Dev Ittycheria - President and CEO

- There is some talk by the cloud providers about having a database - a different database for every solution. MDB doesn't think that that makes complete sense. One, it's very hard for an organization to train, support and build applications across all these disparate databases. Moreover, they would then have to spend a lot of time making sure all that data sync across all these different databases and so that becomes pretty expensive and time consuming.

- MDB believes that customers want a general purpose database to serve a majority of their use cases and MDB believes they're well positioned to do that.

- MDB supports a breadth and scale of the use cases that most customers want.

- MDB believes that they're well positioned to go after the market and that's a function of why they believe their developer mindshare is really second to none when it comes to next generation databases and that's referenced by all the external market data out there.

Will this be true? MDB, by design, does not have the lock in that Oracle has. Then again, multiple examples were given during the call regarding customers who switched over completely from Oracle to Mongo without having to recode. Thus Oracle may not have the lock in they once had either.

So no, MDB is not going to be as big as Oracle. Much of Oracle is built on its enterprise applications. Much of Oracle is built on its database lock in to customers. Maybe MDB will grow enterprise apps, maybe MDB will have switching costs by networking effect (tools created to work just with MDB, people trained to work with MDB, and so on).

But therein lies why MDB the stock has done so well as to reflect MDB the business. There is no other “modern” database that can compete, either from the above sort of thing, or from the complete functionality perspective from serverless to ACID transactional.

Tinker
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