Datadog
8 statements across 7 episodes · 3 bullish · 1 bearish · 7 people on the record · first statement Feb 19, 2024 by Erik Bernhardsson · said 56 times in 20 episodes since 2024 · across every show →
Mentions by year
brought up most by Shawn Wang (11), Sam Whitmore (9), Samuel Colvin (4), Anish Agarwal (4), Alessio Fanelli (4), Sarah Sachs (3), Cole Murray (3), Rohit Agarwal (2)
tap a year for its mentions
2026 24 mentions in 6 episodes 4 per episode
- Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor
- Notion’s Sarah Sachs & Simon Last on Custom Agents, Evals, and the Future of Work
- Devin’s 80% Moment: Background Agents, 7x PRs, & End of Hand-Held Coding — Walden Yan & Cole Murray
- Extreme Harness Engineering: 1M LOC, 1B toks/day, 0% human code or review — Ryan Lopopolo, OpenAI
- When AI Agents Run Businesses — Lukas Petersson and Axel Backlund of Andon Labs
- The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
- every mention in 2026, scene by scene →
2025 22 mentions in 8 episodes 3 per episode
- Agent Engineering with Pydantic + Graphs — with Samuel Colvin, CEO of Pydantic Logfire
- ⚡️Traversal: Causal ML and Reinforcement Learning
- Why every AI Engineer needs an AI Gateway (ft Portkey.ai CEO)
- [State of RL/Reasoning] IMO/IOI Gold, OpenAI o3/GPT-5, and Cursor Composer — Ashvin Nair, Cursor
- ⚡️ Ship AI recap: Agents, Workflows, and Python — w/ Vercel CTO Malte Ubl
- The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
- The AI Coding Factory
- [Lightning Pod] Evals: How to Improve AI Consistently — with Hamel Husain and Shreya Shankar
- every mention in 2025, scene by scene →
2024 10 mentions in 6 episodes 2 per episode
- The Winds of AI Winter (Q2 Four Wars of the AI Stack Recap)
- Agents @ Work: Dust.tt — with Stanislas Polu
- Production AI Engineering starts with Evals
- How NotebookLM Was Made
- High Agency Pydantic over VC Backed Frameworks — with Jason Liu of Instructor
- Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
- every mention in 2024, scene by scene →
Everything said about Datadog, oldest first
Feb 19, 2024
Cloud Infra Startups Must Capture the Entire Hobbyist-to-Enterprise Spectrum
“The only way to do, to build infrastructure to build a successful infrastructure company in the long run in, in, in the cloud today is, You have to appeal to the entire spectrum, right? Or at least like the enterprise, like you have to capture the enterprise m…”
Apr 24, 2024 negative
Liu: LLM observability startups ignore full systems; just use Postgres
“The issue really is the fact that these observability companies isn't actually doing observability for the system, it's just doing the LLM thing. Like I still end up using like Datadog, right? Or like, you know, Sentry to do, like, latency. And so I just have …”
Oct 11, 2024 neutral
Goyal: Observability Giants Built Custom Databases Because Packaged DBs Ignored Variant Types
“My conclusion is that this is a very real problem for a very small number of companies, and that is why Datadog, Splunk, Honeycomb, et cetera, built their own database technology, which is, in some ways, it's sad because all of the technology is a remix of pie…”
Feb 5, 2025 bullish
Agarwal: AI production will require operational tools just like DevOps enabled cloud
“The more they want platforms like this, and I feel this is similar to what happened with the cloud era back in 2012. You will not have cloud adoption till the time DevOps did not take off, and companies like Datadog, Cloudflare, et cetera, didn't help you buil…”
Feb 6, 2025 neutral
Colvin: Gen AI observability will merge into general-purpose observability platforms
“Web observability stopped being a thing, not because the web stopped being a thing, but because all observability had to do web. If you were talking to people in 2010 or 2012, they would have talked about cloud observability. Now that's not a term because all …”
Feb 6, 2025 neutral
Colvin: GenAI telemetry carries vastly more sensitive PII than traditional metrics
“With Gen AI, that, that distinction doesn't exist because it's all just like messed up in the text. If you have that same patient asking an LLM how to, what drug they should take or how to stop smoking, you can't extract the PII and not send it to the Observab…”
Dec 30, 2025 bullish
Nair: Cursor aims to automate end-to-end software engineering process
“What we're really aiming for is, like, more, like, you know, automate software engineering as a process where you, like, write code, you go look at Datadog look at what's, like, happening, then come back and, like, you know, maybe have some hypotheses about wh…”
Apr 15, 2026 bullish
Notion Will Beat Frontier Labs in Collaboration Like Datadog Beat AWS
“Datadog could not exist without cloud storage, right? That it's kind of fundamental that that works. And AWS has like a cloud watch product, but Datadog is an expert on understanding how people want observability on the products they launch. And we're experts …”