Steve Koenig
U.S. head of software and services research at Macquarie, providing analysis of MongoDB's quarterly results, guidance, and enterprise AI adoption trends.
Best podcasts with Steve Koenig
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Mar 3, 2026 • 45min
OpenAI & Anthropic Execs Leading the Pentagon AI Showdown, Amazon Explores AI Chabot Ads
Stephanie Palazzolo, AI policy reporter covering the OpenAI–Anthropic–Pentagon talks and talent shifts. Catherine Perloff, Amazon ad and product reporter, on chatbot ad plays. Matt Harp, CEO of Basis, on building AI accounting agents and fundraising. Tom Schmidt, partner at Dragonfly Capital, on a new crypto fund and crypto–AI overlap. Steve Koenig, Macquarie analyst, on MongoDB results and enterprise AI trends.
