This is what investors have wrong about the selloff

• MongoDB's Q4 results beat expectations, but Q1 and full-year guidance led to a significant stock sell-off.
• CEO CJ Desai views AI as a 'tailwind' for MongoDB, with major enterprises and AI-native companies building on their database platform.
• MongoDB is actively hiring, contrasting with broader concerns about AI-driven layoffs in the software sector.

MongoDB CEO CJ Desai addresses the recent stock sell-off, attributing it to market over-expectations rather than fundamental issues. He asserts that AI is a significant tailwind for MongoDB, positioning it as crucial infrastructure software for building AI applications, and confirms the company is actively hiring.