Infrastructure Vendors
topic on 1 show · 1 statements across 1 episodes
1 statements about Infrastructure Vendors, every show
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,…”