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Dev Ittycheria

Showing 1–2 of 2 transcripts.

  1. 20VC with Harry Stebbings1h 16m

    Cognition vs Factory | Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B

    Dev Ittycheria, Jason Lemkin, Rory O'Driscoll, Harry Stebbings

    OpenAI's accelerating revenue growth contrasts with a delayed 2027 IPO, while Anthropic targets a November 2024 public offering and Salesforce executes a $2 billion acquisition of Listen Labs to capitalize on rapid AI application exits. Concurrent market turbulence includes the withdrawal of Aura's IPO filing and the erosion of executive loyalty norms, exemplified by a board observer's swift transition from Factory to competitor Cognition. Additionally, the sector faces emerging legal challenges regarding Grok's acquisition structure and shifting consumer behaviors driven by the Jevons Paradox, which fuels increased AI usage despite falling costs.

  2. Sequoia Capital44 min

    MongoDB ft. Dev Ittycheria - How an Early Pivot Catalyzed an Open Source Movement

    Dev Ittycheria, Roelof Botha, Dwight Merriman, Tom Killalea, Rolof Huerta, David Echeria

    Founded in 2007 as 10Gen, the company executed a critical 2009 pivot to isolate its database component from an unviable Platform-as-a-Service stack, establishing MongoDB as an open-source NoSQL solution. Facing threats from hyperscalers in the early 2010s, leadership later shifted its business model to the managed cloud service MongoDB Atlas, a strategic move that ultimately generated 70% of the company's revenue and drove a transition to an IPO. To protect its commercial viability against cloud providers, the firm also adopted the restrictive Server-Side Public License (SSPL) in 2018, a controversial decision that secured long-term sustainability despite initial community friction.