Watch more from .local San Francisco: https://www.youtube.com/playlist?list=PL4RCxklHWZ9s7IrElTzddaZ2w5uupd6TQ Subscribe to MongoDB YouTube→ https://mdb.link/subscribe Join us for a special live recording of No Priors, as MongoDB CEO CJ Desai sits down with Sarah Guo — investor, founder, and one of the most influential voices in AI. Together they’ll explore what it means to build, lead, and innovate in an era defined by rapid technological change.Hear candid perspectives on where software is headed, how AI is reshaping every layer of the stack, and what leaders need to think about next. This conversation will be recorded for a future episode of the No Priors podcast. 00:00:00 Welcome to No Priors Live 00:01:02 The Value of Software in the AI Era 00:04:21 Why Platforms Win and Products Fail 00:05:47 The Problem with "The Wedge" Strategy 00:07:20 Why $10B Software Companies are Rare 00:09:43 Vibe Coding vs. Enterprise Resiliency 00:12:06 Strategies to Protect and Strengthen Your Moat 00:14:15 Investor Shifts from SaaS to AI Infrastructure 00:15:12 Why MongoDB is Disrupting a 50-Year Market 00:17:42 The Relationship Between LLMs and the Data Layer 00:20:01 The Future of AI Natives and Agentic Frameworks 00:22:28 Feedback on Coding Assistants and AI Productivity 00:24:43 Replacing Systems of Record with AI-First Tools 00:28:18 Leadership Lessons: Customer Intimacy and Strategy 00:32:07 Navigating the AI Transition as an Incumbent Visit Mongodb.com → https://mdb.link/MongoDB Read the MongoDB Blog → https://mdb.link/Blog Read the Developer Blog → https://mdb.link/developerblog

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