Nice summary. The lack of profitability in database companies that have IPOed in the last decade is striking. This article highlights the challenges that MongoD

Nice summary. The lack of profitability in database companies that have IPOed in the last decade is striking. This article highlights the challenges that MongoDB has in growing Atlas revenue. In fact, the analysis feels optimistic--cloud users are looking hard at bills now which affects margins. Moreover, overall public cloud platform growth also is slowing. [0] It's therefore possible that MongoDB may be chasing a market that never really materializes fully without substantial changes in their cost structure. So another outcome is that MongoDB goes private like Cloudera in order to sort things out. [0] https://www.cnbc.com/2023/02/02/amazon-aws-earnings-q4-2022.html https://www.cnbc.com/2023/02/02/amazon-aws-earnings-q4-2022....