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
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.”
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.”
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 …”
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…”
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…”
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 …”
Dash: Three IVP portfolio companies entered the S&P 500 in 14 months
“We had three companies in the last 14 months enter the S&P 500. CrowdStrike, Datadog, and Coinbase.”
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…”