YouSaid · the spoken record

Kevin Ryan

lines on the record
79
first
2024-04-10
most recent
2024-04-10
sittings or episodes
1
sources
podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

  1. “So, what I like is being industry focused. So, the team in healthcare is doing both. I'll give you a good example. We decided to look at a vertical because we're doing deep research all the time. We're much more research driven than other firms. A person or our team started being interested in the shipping industry. So shipping industry is an enormous industry that needs a lot more technology. So she spends two months interviews 50 people in that industry. What does she come away with? One, a new idea because realizes that there's a lack of a procurement marketplace. And so we started a company in that space called Pork Chop. And because she was at multiple shipping conferences, which most of us have not been at, she ran across a company that people were saying great things about called Box Hub, which is a marketplace for containers based in Toronto, which we never would have known about. And we invested in that as well. So it stems from if you know the industry and know the players and know the opportunities and know the holes, you both can start companies.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “We've been investing really my money in a different structure for the last decade. We have 120 companies in the portfolio that have made many investments started over 20 companies. But we just announced that it's the first outside fund with outside investors. So we've raised a $250 million fund to continue doing what we're doing and continue to both start companies and invest in companies largely on the East Coast of New York, but not only heavily healthcare, heavily tech, robotics, and social impact. So super excited. It's a great time.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “By definition, companies only die because they run out of cash. The question is why do they run out of cash? They ran out of cash because they don't have product market fit, because investors are looking at the numbers, looking at the team, and saying, I'm not going to put money in here.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “So nine years in, I knew it was working. There was no problem. Three years in, we were nervous. We couldn't charge for it yet. It was getting better and better. We knew the industry is very big. We knew there was an opportunity. We knew Oracle was too expensive. And we knew that a non-relational database was a good idea. But you can also just run out of money at some point. We didn't have incredibly successful fundraises during that time. But what you could see is that if I showed you one chart, which is how many people are downloading the Mongo database, that was just a straight line going up to the right all over the world. And as long as that kept happening, we thought we were on to something.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “No, I don't think that speed is the most important thing. You do need to get out your product pretty quickly, but it has to be pretty good. So for example, we had no revenues after three years at Mongo. It was not great because we had to go slower. It had to work. It had to scale. It had to be secure. Whereas for consumer apps, it can be, you can make mistakes.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “Again, if we look back at consumer businesses out of the top 25 companies, how many were spherial entrepreneurs? Almost zero. By the way, you'll see an enterprise software more of a pattern of repeat entrepreneurs. Also on average slightly older. 24-year-olds have trouble starting a database company and building up an enterprise sales force, meeting with the CEO of, or the CTO of Goldman Sachs, close that deal. Really doesn't happen that often. So industries are different. It depends whether the industry knowledge, experience, and credibility is extremely important to success. And in consumer, it isn't. Because if I just go look at your app and I like it, I don't really care whether you're 10 years old or 50 years old.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  7. “First time because they were head of business development, they'd never actually managed to CFO before having a perspective on that is important. The other thing I would say I had incredible investors at DoubleClick. When you are a CEO, you are too close to the business. That is your job. And so some distance is often helpful because they would come to a board meeting and they've worked with 20 CFOs or seen 20 sales plans. And so they just had a slightly better perspective. And once in a while, I'll be like, you know, that's a good point. I had not factored that in. I was too close to it. But my point remains, 90% of it is having the right CEO and the right team.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  8. “Easily ninety percent of the value of a company comes from the CEO and the team. Having said that, making sure you have the right CEO, which is the board slash investor's responsibility, is the single biggest decision. I mean, if you said, why is Mongo a very successful company? You could say, well, because Dave's been running it for the last seven years. I let the previous CEO go and hire Dave because we're getting to a new phase and the board as well. And I think that single decision was extremely important and well executed, even though Dave has done obviously 99% of the work. The other thing I would say is then that the early stages of a company, the investors play a much bigger role. We start so many companies. We're early stage. Often you have a CEO that has literally never raised money before. So when we get them in front of 50 venture capital firms, that is adding value. When they are hiring a CFO for”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  9. “Not sure it's changed dramatically. The one thing I've changed when I was had a small team, we weren't industry focused. So now that we have a 24 person team, I am a big believer in having more industry focus. So for example, we have five or six full-time people in healthcare. And so we're really seeing everything. We have relationships with payers. We have relationships with hospitals. There's a whole bunch of things that make us a more valuable investor. In 2021, we did not focus on robotics. We saw probably 20 robotics deals just randomly. Then I brought on now a two-person full-time team on robotics. They have visited Stanford and MIT and Georgia Tech and Carnegie Mellon, been a robotics conferences. We saw a thousand robotics deals last year. That makes you a better investor. If I show you the fifth company that is making salads, that just makes you a better investor than seeing one and having to figure out how.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  10. “Want a big market, you'd like to have as little competition as possible, it's very hard to find that you know Piero Paulo, starting a mobile bank in Argentina, guess what? We didn't have as much competition, but there was geopolitical risk, you know, all kinds of risk, and he's been remarkably successful. But that's why it's going to be a $10 billion company because he went after a big market and there wasn't a lot of competition.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  11. “So, I completely agree, and I'd use the example, a better example for me is that's at the consumer level is more like Salesforce. So we've seen 20 companies saying we're going to build a new product that uses AI that allows you to contact substantial contacts. But the truth is that Salesforce is going to incorporate that in. And a large company with a thousand person Salesforce is not going to easily switch off to a startup company. And so I have confidence that Salesforce will incorporate AI into their product. Maybe it's six months late. Maybe it's a year late, but they're going to do it. And the switching costs are so high. And that's true of the pharma industry. That's true of the banking industry. That's true of everything. So I agree with that.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  12. “Think it's less about incumbent advantage than it is that it's just an extraordinarily mature business. So unless there is a step function where consumer businesses came in was and all of a sudden mobile came and Uber made sense when the internet came that made sense. We're going to have some consumer businesses in AI. We don't know five years from now if Google is going to be the number one search engine. I just think that media and e-commerce are both sexy and accessible industries. So 50,000 entrepreneurs have gone after them. The next guy right now just probably isn't going to come up with a good idea. Whereas in the B2B that you're talking about, there are some things that have changed fundamentally either because they're science driven. They're breakthroughs in regulation or in science allowing, I don't know, gene editing or psychedelics or something else. And so that's different than just another consumer application.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  13. “Dave's done a great job at Mongo when he took over, we had $50 to $100 million in revenue. And today there's $2 billion in revenue. Just enormous. It's scale. And he has really scaled.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  14. “We had trouble raising money, even though we had already had a very successful company, was because people said, you've never done a database before. Three of you have ad tech backgrounds. It's not the same thing. You've never done true enterprise software that you sold to a bank. We're not going to back you.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  15. “Going to be a littlewhere in the middle there. So I would say that a lot of the people we back are first time founders, almost never back someone who comes from Procter& Gamble, a large company and seems like a smart person, but they don't know startups. I once looked through the top 100 consumer internet companies. And the one pattern was that most of the people who were very successful had actually not come from that vertical, but they had come from another startup in the same way that Henry and I had not been in media. thought we could do media different. When I went out to ask people to the Wall Street Journal about my idea, they all said it was a terrible idea because they were too close to it. And so, you know, the guys from Airbnb, did they come from the hotel industry? No, they didn't. They came from outside and as a consumer and thought, hey, why can't we do it better? I will tell you that in the B2B space, there aren't that many people that come into enterprise software and weren't in enterprise software. So it's a little bit harder there. And actually, when we started Mongo, the reason.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  16. “Generally, yes, because if you can raise a lot of money, it increases your odds of doing well dramatically and allows you to make some mistakes. In the long run, every round that goes along, it's more about the business and a little bit less about the CEO. Because obviously one guy shows up right now with a PowerPoint. There's just a person in a PowerPoint. You know, that's it. If we're around B, the investors looking at unit economics, turnover, churn. There's a lot of things that are going to help that fundraise.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  17. “You have a sense of two things ahead of time. One, you know whatever fundamental numbers how they're doing, which that helps. I mean, you know, I don't have any companies going out that have quadrupled their revenues in the last year that don't get funded. The second thing you know is you can have a sense of how your CEO does it fundraising. I've had examples of CEOs who are incredible CEOs, great managers, visionary, but just don't present that well are disconfident and are worse at fundraising than they are in running the business. And they get penalized often in the market for that, especially in the beginning when it's less about numbers and more about the vision. So those two things you know and then sometimes you're surprised. I mean, I have one example of a company that just couldn't raise money and I thought it was going to be easier for them than it turned out to be.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  18. “I'm not sure that we do or I do, or anyone does. And I see it all the time when we have a company going out and we approach 10 DCs and three of them will say, I invested in this sector eight years ago and I lost all my money. I'm out. They haven't even read the debt yet, but I'm not saying I don't do that as well. I mean, when I've had a bad experience, I think it sometimes does influence my thinking. I try intellectually to not let it happen. And I think I let it happen sometimes.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  19. “No, because, yeah, there are examples where that happens, and you assume a good founder will do that. But if you are going into an industry that ends up just not happening, you know, you can't pivot and you won't be able to get the money to do that. If you're going to pivot into something that's slightly different, that's okay. But you're not going to start a lab-grown meat company and then decide to go to solar energy. That's just not going to happen. So you just got the industry right or wrong and that will happen. E-commerce, there's been no value created in five years. Same with media, you know, with the exception of”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  20. “They're both really important. And if I said, if someone comes to you tomorrow and says they're going to start a new department store selling clothes online, I don't care how good that person is, it's not going to work. Not a single one of those has worked in 10 years. So the market is a factor.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  21. “And I can almost guarantee you that there's going to be a recession during that time. And I have no idea when it's going to be. I don't worry about that. What I worry about is we're big investors, for example, in the psychedelic industry, is the psychedelic industry going to be 20 times larger 10 years from now than today? Absolutely. We have to create the right products, navigate our way, and get there. But if I get that assumption right, you have a much, much better chance of having success.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  22. “I don't. I'll tell you why I don't. First of all, we're doing very early stage work. So the bet we are making is that when we have an off-site, we think about, we put up the number 2034, 10 years from now. So all of the conversations we're having are about trends that we believe are 10-year trends. And the reason is I know that unfortunately you have to assume it takes 10 years to build a really successful company.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  23. “More women will have egg freezing, more women will be doing IVF than they do it today. That's just going to grow regardless of the economy. And so there's a lot of things like that that are going to happen and are going to be fine.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  24. “I do. I mean, right now, the economy is very good. If we look over 30 years, on average, if the stock market is at an all-time high and unemployment is at an all-time low, if you said, are the odds that things are going to get better or worse? By definition, there's a reversion of the mean at some point. I don't plan for that. Things right now look pretty good, pretty stable. There's another characteristic in our business is there's actually a lot of VC money, tons of cash sitting on the sidelines. That money is not going to be given back. That money is going to be spent. We're only debating whether people are going to spend it over two and a half years, which they were doing four years ago, or over five years, which they're probably going to do now. But there's a lot of money out there that is going to keep this industry going. And the second thing that independent of any macro factors you're talking about or thinking about, most things happen at a micro level. So we started a company in assisted fertility. Assisted fertility is going to grow. I can guarantee you that 10 years from now,”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  25. “You have to do that when 70% of your clients go away and they don't even pay their last bill as well. So you eat tens and tens of millions of dollars of revenue you thought you had and then have to write off.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  26. “When two years ago, people were complaining about it's hard to get money and things like that. I really felt like your grandfather talking about the depression, where you just don't understand. We had no food in the depression. Because in 2001, 2002, there was just no money. And when I mean no money, no money. There were companies that went under that shouldn't have, everyone pulled back two years ago or last year, things were tighter, but the vast majority of our companies raised rounds. It was okay. So yeah, it was brutal. We did, by the way, we did seven rounds of layoffs. We went from 2,000 people back down to 1,000 doing layoff after layoff. 70% of our clients went bankrupt. If anyone's taking notes, don't do that. It's not helpful for your business.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  27. “It did. It would have existed, and we would not have been able to invest as much and not been able to grow as much. Today, I don't know that many companies outside of AI where people will give you a billion dollars to lose. But today, that exists in AI. It doesn't exist in a lot of other areas.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  28. “It's true that sometimes the early bird gets the worm, but the second mouse gets the cheese. That can happen. Unfortunately, you never know. There are many, many examples where the first player who moves very quickly and gets critical mass is the winner. Now you have to see, is that a business where it matters? So in things like Uber being five times bigger than Lyft ultimately does make the difference. And so it was worth it for them to just go, we're going to be number one or we're going to die. In other businesses, though, that's not true. You don't have to be scale isn't quite as important. Quality is important. And also you have to adjust all of this to the capital available. It's all fine and good when people will give you a billion dollars. You know, Mongo, we lost a billion dollars before we had a profitable quarter over 10 years. You know, a scary number.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source

  29. “So, this doesn't apply to every company, but we move faster than everyone else. And so we started at the same time as some other people, but we were able to raise more money. People believed in what we were doing. We spent the money. We took the chance. But to open offices in 25 countries before your first country is profitable in retrospect is a bold move. Now, what was the result of that? If you were Procter& Gamble or Microsoft and you have operations in 50 countries, we at least had offices in your 25 biggest countries and my competitor was only in six. Who are you going to work with? You're going to work with us. The reason today, which is literally more than 25 years later that DoubleClick, which is part of Google, dominates the world in ad technology is because we won the battle of the first five years by moving faster and more aggressively, took chances, made some mistakes, and have never given up that position ever since.”

    2024-04-10 · The Twenty Minute VC · 20VC: Are the Best CEOs the Best Fundraisers, Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp · IDENTIFIED FROM THE TRANSCRIPT · source