Cloud monitoring and analytics company that invested in MokN's Series A.
- 20VC_ The AI Bubble Is Wrong _ AI Margins Need to Improve _ Revenue Concentration Should be a Concern _ Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz,
- 🔥Record Investments, Slowing Economy - Here's the State of the Market in August 2026
- 20VC_ Canva Slashes Growth_ How Much is it Really Worth _ Demis Hassabis and Jeff Dean_ Talent Exodus at Google _ Revolut's $50BN CEO Pay Package _ Elon Musk's $55BN Terrafab
- Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
- AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
“I just thought it was going to be a lot easier to follow the Datadog playbook than the Snowflake playbook.”
Source→“Datadog is a new entrant at 18.8x, 81% gross margin, and 26% EBITDA margin.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.