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I don't disagree, but we haven't seen them close the distance in terms of performance.

Let me clarify a bit, I'm not saying that this tactic is invalid or inefficient within our current system, in fact this is a great way to land a good payday if you can pull it off. My point was more that MongoDB is going to implode when their performance shortfalls become visible to the wider populace, if that happens, of course. It's still possible they take the earnings from this IPO and dump heavy into R&D investment to make up the lost ground, but it's also very possible they take this payday and ride out the tech until it breaks down.



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