This is what investors have wrong about the selloff

MongoDB CEO CJ Desai joins 'The Claman Countdown' to discuss the company's Q4 performance, which beat guidance across all metrics, and addresses investor concerns regarding its 1Q guidance. Desai highlights how MongoDB's infrastructure software is positioned to thrive amidst the rise of AI and why it shouldn't be grouped with application layer software companies.

00:00 - Introduction & MongoDB's Market Reaction
00:50 - Strong Q4 Results & FY Guidance Exceeding Expectations
02:48 - MongoDB's Unique Infrastructure Software Position Amid AI
04:57 - Why AI is a Tailwind for MongoDB, Not a Threat
06:20 - MongoDB's Hiring Strategy & Future Optimism
07:20 - Conclusion

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