Скачать или смотреть Deep Dive: Is MongoDB the NVIDIA of AI Databases (MDB)

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[00:00] Introduction: Is MongoDB the NVIDIA of AI Databases?
[01:11] MongoDB's Core Identity & Products
[03:04] Developer Dominance & Competitive Edge
[05:14] The Core Architectural Advantage: Schema Flexibility
[07:57] Flexibility & Performance for AI Apps
[09:35] The "NVIDIA of AI Databases" Prophecy
[10:51] AI's Current Revenue Impact: Still Early
[12:00] The "NVIDIA Algorithm": Gen AI Migration Shortcut
[14:27] The RAG Strategy and Data Moats
[15:34] MongoDB's Integrated RAG Solution & Pitfalls
[17:03] Vector Search in Action & Voyage AI Acquisition
[18:35] Under the Hood: Engineering Trade-offs & Storage
[20:16] Architectural Evolution: MMA PV1 vs. Wired Tiger
[22:35] Latest Architecture: Clustered Collections
[23:43] Why Internal Details Matter for Developers
[24:36] Q2 FY2025 Financial Performance & Turnaround
[26:24] Earlier Challenges & Other Key Metrics
[28:07] Strategic Moats & Competitive Differentiation
[29:29] Valuation Analysis: Conflicting Signals
[30:36] Conclusion & The Future of AI Differentiation
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