Cloud Subscriptions

MongoDB CEO Dev Ittycheria is stepping down after 11 years, replaced by Chirantan “CJ” Desai, previously of Cloudflare, effective November 10th. Ittycheria will remain on the board. The change follows Ittycheria’s decision not to commit to another five-year term. Under Ittycheria, MongoDB IPO’d in 2017 and shifted to cloud subscriptions, achieving significant growth. Desai aims to grow MongoDB to “$5 billion-plus” in revenue. MongoDB anticipates exceeding its Q3 revenue and earnings guidance.

Google Cloud has launched Gemini Enterprise and Business, subscription-based AI agents targeting enterprises of all sizes. Priced at $30/$21 per user monthly, these subscriptions enable businesses to create custom AI agents integrating with platforms like Box and Salesforce, and leverage pre-built Google agents. Model Armor, a built-in security feature, addresses data privacy concerns. Google aims to automate entire processes, differentiating from OpenAI’s plugin approach. Analysts emphasize security and continuous model upgrades (Gemini 3.0) as critical for wider adoption.