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.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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 frequency, evidenced by 5x plan beat, 150% net revenue retention, and 15-20 new PLG customers weekly.
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 commoditization within 5 years.
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 open-source models reach parity at a fraction of the price.