Episode
Data is Back: MongoDB, Databricks, Snowflake
- Podcast
- Sourcery
- Published
- Jul 20, 2026
- Duration seconds
- 2591
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Summary
CJ Desai, CEO of MongoDB, joins Sourcery at the RAISE Summit in Paris. We cover why data is the downstream winner of the AI cycle, how hyperscaler capacity limits are pushing workloads back on-prem, the return of data sovereignty, & what a bank's real agentic architecture actually looks like. "Data is the unsung hero and data is back. You cannot create an AI application without a great data layer, and your AI application is as good as your data." "You see these hyperscalers, some of them are running out of capacity. And the hyperscaler said, 'Sorry, we don't have a capacity.' And they are one of the top 50 customers for that hyperscaler." CJ took over MongoDB (NASDAQ: MDB) in November 2025 after Dev Ittycheria's 11-year run, with a mandate to reposition the company as the default modern database for AI applications. MongoDB carries a market cap of roughly ~$25 billion. CJ runs on a cadence of speaking to 10 to 12 customers a week, and in this conversation he brings that view straight from frontier labs, AI-native startups, and Global 2000 enterprises. Plus prediction markets under World Cup load, the open vs closed source model debate, data centers in space, and the mentors who shaped him. We cover: › The 3 classes of AI customers MongoDB serves › Why hyperscalers are telling top-50 accounts "no capacity" › On-prem, sovereign AI, and the data-center comeback › ElevenLabs running 50M+ agents on MongoDB › MongoDB (OLTP) vs Snowflake and Databricks (OLAP) › Why there is no standardization in enterprise AI models › Auto-scaling and the death of the expensive DBA CJ Desai: https://x.com/cj_mongodb Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊 YouTube: https://youtu.be/Ts-f5ZBwDFw 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • Brex…