Really thorough analysis of Datadog here. The section on their customer cohort dynamics was partcularly insightful. One thing I'm curios about is how they'll maintain their competitive edge as AWS and Azure keep improving their native observability tools. Do you think the multi cloud capabilty will be enough of a moat?
Really thorough analysis of Datadog here. The section on their customer cohort dynamics was partcularly insightful. One thing I'm curios about is how they'll maintain their competitive edge as AWS and Azure keep improving their native observability tools. Do you think the multi cloud capabilty will be enough of a moat?
It would be interesting to see a short thesis on this
By short do you mean in length or in sentiment?
Sentiment
Fascinating company, enjoyed reading.
Cheers Jon, appreciate the feedback