MongoDB offers a commercial version of their product with enterprise features (encryption at rest, LDAP auth, etc) and support - MongoDB Enterprise.
Additionally they also offer managed, cloud hosted MongoDB deployments - MongoDB Atlas.
Over the last few years the valuation of MongoDB, Inc. has been slashed by institutional investors such as Fidelity and BlackRock. While they haven't had mass layoffs or some other negative corporate event, they have clearly had some difficulty making their (and apparently your) business model work.
Do you agree that this is a fair comparison? And what do you makes CockroachLabs more likely to succeed with this business model than MongoDB?