$ANTHROPIC · Dash0 CEO sees Anthropic's foundational model moat as robust near-term but questions 5-year durability

episode briefing

extracted intelligence

Scaling Europe

Dash0 raises $110M Series B at $1B valuation: Mirko Novakovic, CEO at Dash0

now viewing▶ 17:55

Dash0 CEO sees Anthropic's foundational model moat as robust near-term but questions 5-year durability

2026-03-23 · 3 company · 5 thematic

sentiment

3 bull0 bear0 neu

speakers

mirko novakovic

Mirko Novakovic is the CEO and co-founder of Dash0, an OpenTelemetry-native observability platform with AI agents. He has 26 years of experience in the observability space and led Dash0 from founding in May 2023 to a $100M Series B at $1B valuation in 2025, achieving $10M ARR with 150% NRR.

quote

“At the moment, I would say that the companies like Anthropic, who really build foundational models that everyone is using in that area of code, production data, I I don't know, but I think they have a very robust business model at the mome…”

—mirko novakovic

now playing · $ANTHROPIC

$DASH0bullish· high· posmirko novakovic

Dash0 CEO reveals 5x growth, $10M ARR, 150% NRR driving $100M Series B at $1B valuation

Dash0's OpenTelemetry-native architecture and AI agent platform (Agent Zero) are capturing massive demand as observability costs explode and AI-generated code increases deployment…

$ANTHROPICbullish· mediummirko novakovic

Dash0 CEO sees Anthropic's foundational model moat as robust near-term but questions 5-year durability

Anthropic's scaling from $1B to $13-14B revenue in a year demonstrates a robust business model protected by billions in training costs, but long-term durability is uncertain if op…

$OPENAIbullish· mediummirko novakovic

Dash0 CEO views OpenAI as promising near-term but faces same commoditization risk as Anthropic

OpenAI benefits from the same foundational model moat — billions in training costs create a near-term barrier — but faces identical long-term risk of open-source model commoditiza…