Datadog, every mention

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every year 2025 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

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Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings Dec 18, 2025 · 2 mentions

  • ▶ 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 Dec 4, 2025 · 1 mention

  • ▶ 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 Nov 13, 2025 · 6 mentions

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 Nov 6, 2025 · 1 mention

  • ▶ 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 Oct 30, 2025 · 1 mention

  • ▶ 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 Oct 27, 2025 · 3 mentions

  • ▶ 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 Oct 16, 2025 · 4 mentions

  • ▶ 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 Oct 10, 2025 · 1 mention

  • ▶ 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 Aug 14, 2025 · 9 mentions

Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings Aug 11, 2025 · 1 mention

Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings Jul 18, 2025 · 1 mention

  • ▶ 13:38 Scott Wu All right, here's, here's how to go, you know, to Datadog and pull up the logs for this thing.

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 May 9, 2025 · 1 mention

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 Apr 4, 2025 · 11 mentions

  • ▶ 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 Mar 26, 2025 · 3 mentions

  • ▶ 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 Jan 6, 2025 · 1 mention

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