infrastructure vendors
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 12, 2026 by Rory O'Driscoll · across every show →
Everything said about infrastructure vendors, oldest first
Aug 12, 2026 positive
Datadog benefits from AI scale without changing its core business model
“Because if you think about Datadog, they sell observability. They sell it to infrastructure vendors. Nothing in their model has changed except there is now an infrastructure vendor who needs to buy a hundred times more Datadog than anyone else has ever bought,…”