Datadog
8 statements across 7 episodes · 4 bullish · 2 bearish · 6 people on the record · first statement Jun 29, 2020 by Somesh Dash · said 26 times in 11 episodes since 2020 · across every show →
Mentions by year
brought up most by Manish Jindal (5), Siddhartha Ahluwalia (4), Bhaskar Ghosh (4), Shashank Saxena (2), Rohit Agarwal (2), Nishit Garg (2), Dheeraj Pandey (2), Sanjay Nath (1)
tap a year for its mentions
2026 10 mentions in 4 episodes 3 per episode
- Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize
- Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
- Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
- How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
- every mention in 2026, scene by scene →
2025 7 mentions in 2 episodes 4 per episode
2024 2 mentions in 1 episode
2022 2 mentions in 1 episode
2021 1 mention in 1 episode
Everything said about Datadog, oldest first
Jun 29, 2020 bullish
Dash: Datadog, CrowdStrike, and Rubrik can reach $1B in ARR
“Many times we do get involved in companies where they not only reach a hundred, but they have a path to a billion of revenue or ARR, as we've seen with Netflix, and we think that potential exists with, Datadog and CrowdStrike and many other companies that are …”
Mar 15, 2021 neutral
India's lack of infrastructure startups is ecosystem-driven, not a skills gap
“I think it's not about capabilities. It's not about the skills or capabilities. It's about the ecosystem, which is there or exists, the problem exists or not there. And that's why it is a lot more easier when you are based in the US where you have a lot of thi…”
Jul 20, 2024 positive
Garg: Datadog and Delivery Hero were RTP Global's power-law drivers
“Globally delivery hero data dog have been data dog continue to be Shareholders. Great, great outcomes for us. Even in the country, like free charge was a very good outcome for us early days. ... I think some of these are the real power law examples that happen…”
Nov 18, 2025 positive
Nov 21, 2025 bullish
Ghosh: LLMs Will Disrupt Massive Observability and Security Markets
“So, in the observability area of the site observability. Similarly, for security observability, I think there is a massive area SIEM. I would say these are backward facing categories which are massive TAM which will be impacted by LLMs and by using Gen AI.”
Nov 21, 2025 bearish
Ghosh: IT Teams Will Ditch Datadog and Splunk for Cheaper Alternatives
“There are two pieces of software that people always complain about from the IT side, and the op, and the IT ops side, and the data ops side, site ops side, SRE side, but they still pay, but they will absolutely switch if something cheaper comes. One is called …”
Apr 2, 2026 negative
Jindal: Traditional observability tools like Datadog show green even when AI hallucinates
“In the world of agents, if you think about it you could be in a world where you actually, agent is perfectly, you would get, you know, you have a Datadog dashboard and everything is green on the dashboard that, you know, they, it's doing all the right thing, b…”
Jun 11, 2026 neutral
Saxena: AppDynamics could have reached a $50B-$70B valuation like Datadog
“Datadog was a much, much smaller company when AppDynamics was out there killing it. And Datadog today has, what, a 50, 60, seventy billion market cap. I don't even know. I haven't tracked it. That could have been AppDynamics.”