Investors

The memory layer is being decided now.

Every platform shift mints a data-infrastructure giant. The agentic shift needs a memory layer the way the app era needed a database. That is the seat we are taking.

The deck

The investor briefing.

Eighteen slides: the moment, the product, the MongoDB playbook applied to memory, and where this goes. Flick through here or open it full screen.

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If we get this right

Every platform shift mints a data-infrastructure giant.

MongoDB

~$38B

The database of the app era. $2.46B FY26 revenue, 75% from Atlas, 65,200+ customers landed free.

Palantir

~$300B+

Made data operational for institutions. $4.47B 2025 revenue; government trust became commercial scale.

Supabase

$10.5B

The database of the AI-coding era. ~$170M ARR; databases up 600% YoY, most now created by AI coding agents.

Public figures as of August 2026: company filings and press (MongoDB FY26 results; Palantir FY25; Supabase Series F).

The team

Philosophy, product and growth.

Ryan David Mullins

A philosopher by training. A decade in Germany building AI and publishing ventures; Director of Future Trends at adidas. Writes on AI, skills and world models.

Owen Batt

Product and deep technology across Europe and Australia. Author of the trajectory model, and of Strider, the redaction pipeline at the heart of governed capture.

Matt Taylor

Two decades commercialising technology across AI, travel, retail and telecommunications. Leads growth: the narrative, the capital conversation, the pipeline and the partner channel.