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▶ 19:04 · Public Markets & Valuation · Public investors lack VC-style concentration, requiring consistent story-and-numbers execution over quarters
episode briefing
Y Combinator

How Two French Engineers In New York Built The Company That Monitors The Entire Cloud

2026-07-24 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
speakers
olivier pomel

Co-founded Datadog with Alexy after 10 years working together at startups and IBM Research. Led the company from cloud-first observability to a 20-25 product platform, public since 2019. Known for pragmatic culture, deep product involvement, and early bets on cloud and AI.

now playing · Public Markets & Valuation
Public Markets & Valuationmixedscore 7/10olivier pomel
Public investors lack VC-style concentration, requiring consistent story-and-numbers execution over quarters
Public market investors cover 20-30 names with shallow engagement versus VCs' deep 5-10 year commitment, so CEOs must craft a durable narrative backed by quarterly results rather than relat…
AI Agentstailwindscore 8/10olivier pomel
Datadog pivots platform for AI agent-native observability as top AI labs become customers
Datadog is investing heavily to make its observability platform usable by AI agents, not just humans, and gains early signal from top AI labs pushing the product to its limits with infinite…
AI Coding Agentstailwindscore 9/10olivier pomel
Datadog internal AI adoption: senior engineers rebuild systems in days not months, triggering org pivot
A threshold crossing in model quality has enabled experienced developers to automate entire system rewrites, collapsing team sizes and cycle times, forcing Datadog to reorganize around AI-f…