$MDB 🔥MongoDB: The Agentic + AI Data & Memory Layer Powering the AI Revolution 🔥 I’ve been working tirelessly to build the ultimate AI Leaders Portfolio to mint AI millionaires during the coming AI market boom. As the U.S. embraces AI innovation and AI transforms every industry for the future, this portfolio is built to ride that wave. You’ve seen my thread on Vinod Khosla and investing in the future. You know I invest in what’s next, and I only pick the highest quality names. And MongoDB is the single most important "pick-and-shovel" for all AI application development powering data and memory layer of the agentic and LLM-powered AI revolution. But the market has been totally snoozing on it. MongoDB $MDB goes alongside $GTLB, $NBIS, and $TEM in my AI Leaders Portfolio for Growth. These aren’t the noisy, overhyped megacaps. These are the real small-cap and mid-cap growth names quietly powering the AI economy from the bottom up. It's foundational infrastructure the market still doesn’t fully understand, but will power the technological revolution and make you rich. MongoDB ($MDB) is that layer. This isn’t just another database company: it’s the memory engine of the AI stack. Agentic AI, copilots, autonomous apps, LLM workflows, none of it works without fast, scalable memory. Models are just math. But AI agents and AI apps using LLM models need memory to reason, recall, and act. MongoDB makes that possible. MongoDB pulled in $2.01 billion in revenue for fiscal 2025. That sounds large, but it’s just the start. According to The Wall Street Journal, the vector-database market alone is expected to grow from $1.5 billion in 2023 to $4.3 billion by 2028. Meanwhile, the broader AI data-management market is projected to grow from $25.5 billion in 2023 to over $100 billion by 2030. MongoDB is one of the few platforms actually ready to scale into that massive demand. Over 320 customers currently spend over $1 million annually on MongoDB, and with its AI offerings acerating as EVERY business needs to build out real AI capabilities, MongoDB still has enormous runway and will easily reach more giant deals out of its storehouse of over 50,000 customers, as they need to integrate AI into their data. This could easily be a 3-5x revenue story by the end of the decade. It doesn’t matter which AI model wins or which company wants to build an AI with their data. MongoDB is agnostic. It plugs into all of it. This is the an AWS moment for AI memory built on technology that just happened to be perfect for it. It is one of the highest quality, most misunderstood infrastructure plays in the entire AI economy. Let’s do a deep dive 🧵