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▶ 2:42 · Developer Tools · Observability market broken by volume-based pricing; OpenTelemetry + AI agents fix cost/value mismatch
episode briefing
Scaling Europe

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

2026-03-23 · 3 company · 5 thematic
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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.

now playing · Developer Tools
Developer Toolstailwindscore 8/10mirko novakovic
Observability market broken by volume-based pricing; OpenTelemetry + AI agents fix cost/value mismatch
Current observability vendors charge by data volume (logs, metrics, GBs) which explodes with AI-generated code, but more data doesn't improve signal. Dash0's OpenTelemetry-native platform r…
AI Coding Agentstailwindscore 9/10mirko novakovic
90%+ code now AI-generated; observability becomes essential insurance policy for high-velocity deployments
Coding agents generating 90%+ of code (30k-line PRs impossible to review) dramatically increase deployment frequency and production risk. Observability platforms with AI agents (like Dash0'…
Open Source AItailwindscore 8/10mirko novakovic
OpenTelemetry standard creates LLM-ready data moat; all major LLMs pre-trained on OTel semantics
Because OpenTelemetry is an open standard with public semantic conventions and open-source instrumentation agents, all major LLMs (Claude, ChatGPT) are already trained on it. This makes OTe…
SaaS Business Modelstailwindscore 7/10mirko novakovic
Consumption-based pricing aligns vendor incentives with customer adoption; PLG fuels enterprise pipeline
Dash0's consumption-only pricing (no license fees) means revenue only grows when customers successfully adopt and send data. This forces investment in solution architects (forward-deployed…
AI Agentstailwindscore 7/10mirko novakovic
Observability, security, and product analytics converging on unified production data with agentic layer
Observability, security, and product analytics operate on the same production data; AI agents can unify these domains by correlating traces, logs, metrics, and user behavior to automaticall…