Rory O'Driscoll

Jason, who else is being maimed?

Well, I mean, Atlassian is slowing down, right?

GitLab is arguably being maimed.

I mean, many public companies are being maimed.

You've got to be Datadog and have so many leading products in market almost not to be maimed.

It looked like Mongo was being maimed until they fought back, right?

It really looked like they were being maimed by all the new Postgres and other competitors.

They're back, although maybe they're maimed in the sense they should be growing faster given the growth of AI.

Like Mongo should be this great Broadcom-like AI beneficiary, and they are, but they have so many competitors now.

There's so many super bases and others that are taking pockets of market share away from them that you might not even see some of them aiming, right?

Maybe Mongo should be growing 50%.

Why shouldn't it be?

It was the leading platform and the explosion of apps that we're building today is unprecedented.

Why isn't Mongo growing 50%?

I mean, maybe the most maimed that I can think of, it may not be fair, is UiPath.

Like we can say, hey, until Daniel came back, we missed the AI wave.

But it's not that simple.

UiPath is not hemorrhaging customers.

It's back to 16% growth.

Stock's up 27% this year.