Datadog, every mention
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every year anyone Harry Stebbings 60Jason Lemkin 43Dan Fougere 33Rory O'Driscoll 12Aaron Katz 9Olivier Pomel 8Sean Boscanian 7Eric Liaw 6Jason Calacanis 5Mitchell Green 4
Verbatim, from the transcripts: the passages where Datadog comes up
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 8:32 Aaron Katz And I distill that down to Datadog and Snowflake. 3 times in the scene
- ▶ 15:59 Aaron Katz You know, I mentioned Snowflake and Datadog.
- ▶ 22:09 Aaron Katz But then you add Datadog. 3 times in the scene
- ▶ 29:13 Aaron Katz Uh, PLG products like Datadog and ClickHouse aid in the fact that you can just spin up an environment without ever talking to anybody in the sales organization.
- ▶ 31:24 Aaron Katz Are they going to use something off the shelf like Splunk or Datadog?
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 20:08 Jason Lemkin The data dogs, Cloudflare, Palo Alto Networks from last week. 6 times in the scene
- ▶ 26:03 Rory O'Driscoll I mean, one of the big things that's happening is like a Datadog or I think a Cloudflare or JFrog or all those guys, their mid-twenties growth, 20% plus operating margins, trading at 15 to 17 times NTM, right?
- ▶ 1:21:20 Rory O'Driscoll I think, if you look at overall, it was kind of, because, you know, some people like Datadog were down a little, right? 3 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 12:06 Rory O'Driscoll I mean, look at Datadog.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 56:58 Jason Lemkin Um, Datadog's extremely expensive.
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 58:54 Everett Randle And so you, I mean, you have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again. 2 times in the scene
- ▶ 1:11:07 unnamed speaker Right, and you know, the data dogs, you know, are kind of on the positive side, and you know, are starting out to perform.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 42:01 unnamed speaker That would be a comeback that I think a little bit like you don't have to have 22 products like Datadog or 7000 like Salesforce.
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 27:04 Jason Calacanis Datadog, which everyone uses, right? 2 times in the scene
- ▶ 1:25:31 Jason Calacanis I mean, you have, of our, of the last generation, you've got open view that after their data dog and other money called it quits, right?
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 0:23 Harry Stebbings Then we dig into the public markets, Datadog up 31%, Figma up 12%,
- ▶ 20:32 Rory O'Driscoll I am in the same place, and I made some comment about that, and you know, positive reinforcement from Datadog and Figma, and everyone's like, but they'll never get back to 21 prices again. 4 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 49:31 Jason Lemkin Um, Cloudflare, Twilio, Mongo, Datadog, uh, and even DigitalOcean, which proves anybody can do it, right?
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:26:36 Jason Lemkin Um, Datadog, Databricks, they, if they can execute faster than they've executed the last 20 years or eight years, however they are, of course, CIOs want to buy from Salesforce.
This is why I don't believe in sales quotas | Figma CRO · 20VC with Harry Stebbings
- ▶ 5:50 Sean Boscanian So I joined Datadog, my previous company, similar stage in terms of revenue, nowhere near the number of customers. 2 times in the scene
- ▶ 13:54 Sean Boscanian First is, SDRs are not, um, and you probably know that you spoke to my former boss at, at Datadog, Dan.
- ▶ 1:00:03 Sean Boscanian Uh, Datadog. 4 times in the scene
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 8:35 Miles Clements Now you've had companies that have built tremendous value biting off pieces of the stack, you know, Atlassian, hugely value company, that hugely valuable company that, that we love, um, began around issue tracking data dog around…
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 50:34 Mitchell Green There are a bunch of companies out there, you know, like the Vivas of the world and Datadogs and why those companies go public.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 1:41 Harry Stebbings Because when we look at Figma down to pre-IPO levels, when we look at Datadog, now 20% down, even co-attached, Monday killed, you know, we, we talked before about, um,
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 35:15 Jason Calacanis It's not just the old days of seven years later, Datadog would decide to compete with PagerDuty, which certainly hurt them.
- ▶ 48:51 Jason Calacanis You've got to be Datadog and have so many leading products in market almost not to be maimed.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 45:11 Jason Lemkin I mean, Datadog just launched their PagerDuty competitor, like in the last 24 months.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 1:00:57 Harry Stebbings Datadog absolutely freaking crushed. 6 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 59:09 Jason Lemkin They have the AI things they built, they ship the products, but they haven't seen the bump that data dog and Twilio and, um, and Mongo have, and maybe that's okay.
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 32:18 Jason Lemkin Because I don't, I don't, I don't think anyone's just shoveling money at a data dog and Merkur without even thinking about the margins.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 1:09:35 David Cahn One big financial miss is Datadog, and I worked on this before joining Sequoia, but I remember, you know, Datadog was this amazing company. 3 times in the scene
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 1:08:18 unnamed speaker But then, um, Datadog's a great example of one that ended up being 2 times in the scene
- ▶ 1:12:15 unnamed speaker So it's a stupid model because you have to turn away clubhouse and hop in and maybe even data dog, but you got to just find the wises and go all in, but there's a, it's a big trade-off, but I do believe that you could, you could just cut… 2 times in the scene
20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- ▶ 44:14 Chris Degnan So there are, there are successful CS functions, like a Datadog does a really good job of customer success.
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 39:12 Harry Stebbings I want to start on, I want to start on Datadog because wow, best net new ARR quarter in company history.
- ▶ 46:01 Rory O'Driscoll Yeah, definitely Palantir, probably Datadog, not so much Outdog, HubSpot, and Shopify benefiting from that, right? 3 times in the scene
- ▶ 1:08:34 Harry Stebbings Datadog, HubSpot, 5 times in the scene
Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings
- ▶ 1:18:58 Martin Mignot Yeah, Adyen, Datadog, Roblox.
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
20VC: Four Traits of the Most Successful Founders | How to Hunt and Close Talent Like a Pro and Where All Founders Go Wrong | Lessons Raising $397M From the Best Investors in the World with Eléonore Crespo @ Pigment
- ▶ 15:12 Eleonore Crespo I was very lucky to be close to people like Olivier at Datalog or Dylan at Figma.
20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
- ▶ 5:27 Ishan Mukherjee Like a person that comes to mind is Amit Agarwal at Datadog. 2 times in the scene
- ▶ 8:20 Ishan Mukherjee Datadog and Amit, they were pouring all their capital in reInvent, and they were doing a phenomenal job.
- ▶ 14:30 Harry Stebbings If we go back to the New Relic, Datadog bluntly dominated the market over the last few years. 6 times in the scene
- ▶ 21:00 Ishan Mukherjee Datadog has a similar model.
- ▶ 23:01 Harry Stebbings It's fine if like Datadog is exceptional and there's shit other people, but if there's like killers in Datadog and I'm really average, it creates this two-tiered culture.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 13:16 Mitchell Green It's the next data dog.
- ▶ 31:38 Mitchell Green They just need to pivot the business and realize they're not building the next data dogs and snowflakes, and they need to get them to rule authority.
- ▶ 1:11:04 Mitchell Green If we could get a 30% drawdown, like I would buy Snowflake or buy, ah, Datadog and put it in, you know, put it in a drawer and let those compound for 10 plus years.
Mike Maples: Three Frameworks to Evaluate Startups and Founders | E1242 · 20VC with Harry Stebbings
- ▶ 37:53 Mike Maples Data dog.
Dan Fougere, CRO @Datadog: Why Discounting is Dangerous and Contract Sizes are Misleading | E1229 · 20VC with Harry Stebbings
- ▶ 0:39 Harry Stebbings I am in awe of the Datadog journey and your role in it, so thank you so much for joining me today.
- ▶ 3:36 Dan Fougere Why should it be data dog or whatever?
- ▶ 5:02 Dan Fougere And so the fact that I was at Medallia and Datadog back to back are two extremes. 6 times in the scene
- ▶ 8:07 Harry Stebbings It's very hard to say that you have to have data dog right now. 5 times in the scene
- ▶ 19:29 Dan Fougere And so I can know, like at Datadog, when I left, it was one
- ▶ 20:38 Dan Fougere So, when we started the enterprise at Datadog in early 2017, as I mentioned, there were no big deals to be had.
- ▶ 29:22 Dan Fougere At Datadog, there was something brilliant there where, I don't know if you've talked about this with anybody, but 2 times in the scene
- ▶ 36:44 Dan Fougere I would say at Datadog, Ahmet probably did it. 2 times in the scene
- ▶ 38:34 Dan Fougere Like I went to Datadog, which in, you know, 4 times in the scene
- ▶ 42:30 Dan Fougere Both Medallion and Datadog happened in 2019. 3 times in the scene
- ▶ 46:43 Harry Stebbings You said 67 from Datadog. 3 times in the scene
- ▶ 48:55 Dan Fougere Like when I went to Datadog, people didn't want to go there. 3 times in the scene
- ▶ 49:47 Dan Fougere What I said at, I put a mission statement up that I stole from one of my mentors at Medallia, and I used, I, I iterated a little bit at Datadog that we will be known, we, we will, we will have a legendary sales team that will be known for…
- ▶ 57:47 Dan Fougere Um, and we were always trying, when I got to Datadog for sure, I was working with product all the time on how, how little can we discount?
- ▶ 1:02:15 Dan Fougere You know, that's a, my, my mom can get behind that at data dog, super technical sale. 2 times in the scene
- ▶ 1:14:16 Dan Fougere And then Dave said, well, too bad you wouldn't move back to New York because I'm on the board of this hot company called data dog. 4 times in the scene
- ▶ 1:21:13 Dan Fougere He has been able to take over Datadog. 2 times in the scene
Mark Goldberg: Why Politics is Rife & Decision-Making is Broken in Large VCs | E1219 · 20VC with Harry Stebbings
- ▶ 44:57 Mark Goldberg I mean, if you look at, you know, I was very fortunate to see some amazing companies from index from the early days, whether it was a Figma, whether it was a whiz, whether it was a data dog companies that, you know, have been able to build…
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 58:41 Harry Stebbings I mean, to be fair on him, he, he's got data dog and whiz.
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 14:00 unnamed speaker Databricks, Datadog, you know, basically what is the software that you need confluent?
Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
- ▶ 12:35 Shardul Shah Every investment in Datadog
- ▶ 16:45 Shardul Shah When we invested in, um, Olivier and Alexi Series A at Datadog, so he was not a great fundraiser.
- ▶ 22:32 Harry Stebbings Like, when you look at, say, like a Wiz or a Datadog, can you just talk to me about, like, break one down.
Chad Peets: Why Most Sales Reps Underperform & Remote Reps Ignore Development | E1193 · 20VC with Harry Stebbings
- ▶ 11:11 Chad Peets The generation from Blade Logic, which includes some home, like, right, I mean, Dan Fougere from Datadog, Adam Ahrens from Okta, right, I mean, look at all of the different app dynamics, Dolly Rogic, who's a close personal friend of mine,…
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 24:48 Jason Lemkin What it is, this is what Datadog perfected. 2 times in the scene
- ▶ 43:20 Jason Lemkin Here's, just like data, everyone loved Datadog back in the day, right?
Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
- ▶ 40:08 Danny Rimer So that's a, that's a really tough thing, but it's, it's made an enormous amount of difference, you know, from Audien to Datadog to Roblox.
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 40:08 Jason Lemkin So what's my, is it going to be better than data dog?
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 18:01 Jason Lemkin Some are great that they worked at data dog, throw it out and just, just listen.
- ▶ 20:15 Jason Lemkin You're, you're gonna lose, you're gonna lose the ripplings, and, and the gustos, and the deals, and the date, you're gonna lose Datadog, because you're gonna say, you know, New Relic owns the market.
- ▶ 30:47 Jason Lemkin That's what Olivier has done at Datadog, uh, uh, decimated multiple categories because it's a founder-led company, and he comes in and says, we're gonna own these categories. 2 times in the scene
- ▶ 1:20:56 Jason Lemkin So make so much money on Datadog. 6 times in the scene
Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
- ▶ 59:30 Kevin Ryan So we talk about Mongo and Datadog. 2 times in the scene
Roger Ehrenberg: Why VC Returns Will Get Worse & Why LP Incentive Structures are so Broken | E1117 · 20VC with Harry Stebbings
- ▶ 43:22 Harry Stebbings And I guess when you look at Datadog, when you look at the Trade Desk, you have many absolute bangers. 3 times in the scene
- ▶ 57:44 Harry Stebbings Because IA has amazing bangers, Wise, Datadog, um, yeah, the trade desk, great founders come to you, LPs come to you, and success is this cyclical snowball down a hill?
Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
- ▶ 45:49 Martin Gontovnikas (Gonto) They were very big and they were poised to be the data log. 2 times in the scene
Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
- ▶ 30:59 Jamin Ball Um, and you see some of the most successful public companies today, the crowd strikes of the world, the data dogs of the world, right?
Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
- ▶ 1:10:55 Jason Lemkin Do you have one data dog? 2 times in the scene
Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
- ▶ 1:11:00 Jason Lemkin Unless you're at the snowflake data dog level, they're at, they're at six
Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
- ▶ 27:07 Rick Zullo I mean, look at businesses like Datadog that saw so much acceleration as they kind of hit that later phase of company, both on a product side, as well as, you know, a revenue acceleration perspective.
- ▶ 30:01 Jason Lemkin They're most aren't going to be data dog or snowflakes on the other hand there earlier.
DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
- ▶ 42:50 Jason Lemkin Uh, seed investors might not like 40, 48 people out in the round, but if the seed guys will, the A guys will still do the deal, maybe the founders are happy with John Collision and, uh, and Olivier from Datadog and, uh, you know, all the…
- ▶ 54:29 Jason Lemkin There isn't a ceiling to some of these folks, like the HubSpots, the data dogs I'll take.
- ▶ 58:59 Jason Lemkin How can I put two hundred million of the four hundred million going into Datadog?
Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
- ▶ 1:35 Jason Lemkin And it's interesting how it happened, but I tell everyone if you have something, if you have a hot hand, if you have a brand like, like a 20 VC or anything behind you or a great network, if you came out of data dog or stripe or wherever…
- ▶ 27:44 Jason Lemkin Everyone saw workflow optimization, Datadog, right?
- ▶ 46:00 Jason Lemkin Cause he went from an amazing solo GP and did data dog and then he built them into it.
Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
- ▶ 0:49 Harry Stebbings From Lee Fixel, Pat Grady, Oli at Datadog, Dev at Mongo, Thibaut Elzier,
Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
- ▶ 54:41 Tomasz Tunguz Yeah, I've missed so many companies like Datadog and Twilio, um, many others.
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