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 14 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
Pomel: The main acquisition risk is demoralizing existing staff, not wasting money
“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…”
Pomel: Datadog requires every acquired company to ship something within three months
“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…”
Pomel: Following where work naturally flows reveals an organization's top performers
“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…”
Pomel: Shared cloud infrastructure allows software vendors to serve startups and enterprises alike
“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…”
Pomel: Infrastructure, APM, and log monitoring will merge into one category
“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 …”
Pomel: Datadog spends the first post-acquisition year completely re-platforming technology
“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.”
Pomel: LLMs Expand AI Tooling Users From Data Scientists to All Developers
“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.”
Pomel: Datadog Avoided MLOps Tooling Because Startups Struggled for Traction
“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.”
Pomel: Datadog was founded for Dev-Ops collaboration, not monitoring
“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.”
Guo: Datadog is well positioned to capture enterprise AI automation
“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.”
Guo: Datadog spent 1.5 years rewriting an acquired startup onto its platform
“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”
Pomel: Datadog splits engineering evenly between platform and product use cases
“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…”