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20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors

With Harry Stebbings, Jason Lemkin, Rory O’Driscoll, and special guest Dev Ittycheria, back in the CEO seat at MongoDB Dev Ittycheria joined us one week into his second run as CEO of MongoDB. CJ Desai stepped down on September 28, effective immediately, and the board named Dev interim President and CEO. Desai left to run…
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5 Interesting Things, Blog Posts, Scale

5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue

Cloudflare latest quarter reported of $696.1 million, up 36%, which annualizes to $2.8 billion. Three months earlier, it had cut more than 1,100 roles, about 20% of the company, and the stock dropped 23%. In Q2 growth accelerated, and the stock jumped 17% after hours. Four days later Cloudflare raised $2.5 billion at a 0%…
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"SaaStr is the largest community of people who like enterprise software on the planet. It’s a great community of people trying to build companies and learn from one another. It’s pretty amazing to see."

Aaron Levie, CEO and Co-Founder of Box

"If you really want to be good at building up your company, read SaaStr."

Eric Yuan, CEO & Co-Founder of Zoom

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew Cirne, CEO of NewRelic

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew Cirne, CEO of NewRelic

"SaaStr has pulled the entire SaaS community together in a powerful way."

Scott Dorsey, CEO of ExactTarget

"SaaStr is definitely the largest collection of people who like enterprise software — on the planet."

Aaron Levie, CEO and Co-Founder of Box

"SaaStr’s all about helping the younger founders be successful."

Phil Fernandez, CEO & Co-Founder of Marketo

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Dharmesh Shah, CTO of Hubspot

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