The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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 …”
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 …”
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 …”
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…”
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…”
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…”
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…”
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…”