Datadog

“Datadog is an extremely good place to actually go attack some of these opportunities in that they do the data collection natively, right? And they have a very broad suite product.”

“The best people just obliterate problem areas. You, yeah, black holes for problems. You send problems, they disappear. And that's where, you know, you can promote them. You can easily find them in organizations because [2484] Olivier Pomel: You see all the wor…”

“The main risk is that it's not that you waste the money with the acquisition, It's that you demoralize every, everybody else in the company because they see these new companies being acquired and they don't understand the value or they wonder, you know, why yo…”

“So the rule of thumb for us is about half the team is on the platform. And, but that relates to what we do, right? We sell a unified platform. So internally, you know, as I said, half is on the platform. The other half is more on the product side, like specifi…”

“In the cloud and open source generation, like the tooling is the same for all companies. If you go back 15 years, if you were a startup, you were building on open source. And if you were a large company, you were buying whatever Oracle or Microsoft was selling…”

“An example of that being observability is emerging as one big super category that really encompasses what used to be infrastructure monitoring, application performance monitoring, and log management. And we still sell those three as different skews today. But …”

“When we do so, the first thing we do is we actually re-platform the companies we've acquired. So we spend the first year really post-acquisition Rebuilding everything that the company had built on top of a unified platform.”

“And I think today it's changed quite a bit because LLMs are the killer app. Everybody is, is trying to use them. And the users, instead of just being a handful of data scientists in every company, end up being pretty much every single developer.”

“We have a plan basically that calls for shipping something together within three months of the acquisition, which is very short because the acquisition people celebrate a little bit, you know and then they have to get oriented and you HR systems and whatnot. T…”

“And that's a field, by the way, we're only watching from afar over the past few years. And the reason for that was that, you know, we saw a hundred different companies do that but few of them, you know, reaching true traction.”

“We built a company that was fairly efficient from day one and, you know, hovered around profitability throughout its whole existence pretty much.”

“So the starting point for Datadog was not monitoring it was not even the cloud initially. It was, let's get dev and ops on the same page. Let's give them a platform, someplace you can work together, see the world the same way.”

“We spent the first six or seven years of the company on our first product.”

“They bought a company that I was on the board of in a new space and then made them rewrite it over the first like year and a half onto their platform”