{
  "title": "Databases and MariaDB | Patrik Backman | Open Ocean | Neuvottelija 177",
  "titleOriginal": "Tietokannat MariaDB | Patrik Backman | Open Ocean #neuvottelija 177",
  "episodeNumber": "177",
  "guest": "Patrik Backman",
  "publishedAt": "2023-02-26",
  "duration": "41:48",
  "durationIso": "PT41M48S",
  "youtube": "https://www.youtube.com/watch?v=aX9hTYa3Dxs",
  "fiCanonical": "https://www.neuvottelija.fi/fi/episodes/263-tietokannat-mariadb-patrik-backman-open-ocean-neuvottelija-1",
  "originalLanguage": "fi",
  "format": "full",
  "topics": [
    "saas_software",
    "investing_markets",
    "ai_enterprise_tech"
  ],
  "description": "Open Ocean's Patrik Backman explains how MySQL became the internet's bookshelf and why MariaDB had to be founded once Oracle acquired Sun Microsystems and with it the world's most popular open source database. Backman was at MySQL from the early 2000s until the billion-euro exit in 2008, and sets out the practical rather than ideological case for an independent fork: Oracle has a commercial reason not to develop MySQL into a competitor for its own systems. The episode works through MariaDB's SPAC listing, whose pricing was fixed a year before the company reached the market and whose window had closed by the time it did, and then turns to the metrics a SaaS company is valued on: the ARR multiple, Rule of 40, Net Revenue Retention and churn. Portfolio cases include Truecaller, which scaled in the Middle East and India because the recipient pays for the call there, Supermetrics, Leadoo, Nosto, AppGyver and MindsDB, with a side trip into the ChatGPT enthusiasm of early 2023.",
  "chapters": [
    {
      "t": "00:00",
      "title": "Intro: MariaDB's multiples and Supermetrics' recent growth",
      "seconds": 0
    },
    {
      "t": "00:54",
      "title": "Patrik Backman, a great fan of Argentinian football",
      "seconds": 54
    },
    {
      "t": "02:30",
      "title": "Open Ocean's investment focus, Translink's SaaS and Slack",
      "seconds": 150
    },
    {
      "t": "05:40",
      "title": "Truecaller's growth in India and elsewhere, and Fonecta",
      "seconds": 340
    },
    {
      "t": "08:40",
      "title": "Databases: MySQL, MariaDB and Oracle",
      "seconds": 520
    },
    {
      "t": "14:20",
      "title": "MariaDB's fallen valuation on SaaS multiples",
      "seconds": 860
    },
    {
      "t": "17:33",
      "title": "Metrics of a scalable SaaS company: ARR, Rule of 40, NRR, churn, 10x vs 100x",
      "seconds": 1053
    },
    {
      "t": "20:52",
      "title": "Supermetrics from Google Analytics-to-Sheets, and two chief executives",
      "seconds": 1252
    },
    {
      "t": "28:17",
      "title": "Leadoo, website marketing and sales analytics",
      "seconds": 1697
    },
    {
      "t": "32:30",
      "title": "Nosto and e-commerce software such as Shopify and Videoly",
      "seconds": 1950
    },
    {
      "t": "35:06",
      "title": "AppGyver to SAP",
      "seconds": 2106
    },
    {
      "t": "36:00",
      "title": "MindsDB, ChatGPT's brilliance and its errors; B2B SaaS vs B2C such as WordDive",
      "seconds": 2160
    },
    {
      "t": "40:45",
      "title": "Patrik Backman, Patrick Bateman and Erlich Bachman",
      "seconds": 2445
    },
    {
      "t": "41:20",
      "title": "Outro: Mikonkatu neighbours Open Ocean and Translink Corporate Finance",
      "seconds": 2480
    }
  ],
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  "subtitleMethod": "none",
  "provenance": "Owner page assembled from YouTube metadata, the neuvottelija.fi episode record and a MacWhisper transcription of the Finnish audio. The chapter marks are the publisher's own, as released with the video, and each was verified against the transcript cues. No English caption track was produced, so no transcript is published here. The host's disclosure of a small personal holding in Leadoo is made in the episode itself and is carried onto this page.",
  "slug": "ep177-tietokannat-mariadb-patrik-backman",
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    "Patrik Backman"
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  "markdown": "https://www.neuvottelija.com/podcast/episodes/ep177-tietokannat-mariadb-patrik-backman/index.md",
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  "transcript": null,
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