software investing.

Deep dives on software and platform companies. SaaS metrics, competitive moats, and the numbers behind the narratives.

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Datadog: The Observability Tax on Every AI Workload

Datadog generated $3.43 billion in FY2025 revenue, grew bookings 37%, and landed two $100M+ deals. The stock is down 43% from its high. AI does not replace observability. It multiplies it.

·10 min·bull