THE SECOND-ORDER EFFECTS OF AI

Summary from the TLDR AI newsletter

AI vendor revenue outpaces traditional software, doubling in new bookings and impacting MongoDB's Atlas, which saw a resurgence with 29% growth. AI-native companies increasingly choose Atlas for its scalable vector search capabilities, adding over 5,000 customers in the last two quarters. This AI-driven demand shift not only boosts MongoDB but also significantly affects broader software distribution channels.