Released September 8th, 2021
Peter Offringa - Datadog: The Realtime Data Monitor
Peter Offringa is the author of Software Stack Investing. We cover Datadog’s unique product development cadence, how they’re able to grow their top line at 60% a year while staying profitable, and why Web3 might be their biggest competitive threat.
Public Equity
Professional Investors
Business Building
Want to dive deeper? Check out Blocks - the best content to keep learning on any topic, curated by Colossus®.
Chetan Puttagunta - Go Slow to Go Fast: Software Building and Investing
Chetan Puttagunta is a general partner at Benchmark Capital. We cover how to implement empathy-led software product development, build an effective recruiting pipeline, and operate a remote-friendly culture.
Eric Vishria - The Past, Present, and Future of SaaS and Software
Eric Vishria is a general partner at Benchmark Capital. We cover the different generations of SaaS and software businesses, why the future remains brighter than ever for companies building software products, and what impact their products will have on business in general.
Jeff Lawson - How to Build a Platform
Jeff is the Founder and CEO of Twilio. We cover why it pays to be a platform, the power of APIs, and how to sculpt a company culture.
How Datadog Generates Over Half a Billion in Revenue with Their Product-led Go-to-Market Strategy
An interview with the VP of Marketing discussing Datadog's bottoms-up and top-down Go-to-Market strategy.
How to Engage Your First Customers, with Olivier Pomel of Datadog
An interview with the CEO that highlights Datadog’s customer-centric approach as the key to their success.
Fireside Chat with Olivier Pomel, Founder & CEO of Datadog
Matt Turck's in-depth interview with the CEO covers Datadog's origins story, its IPO, how to write good content for engineers, and more.
Investment Memo
Datadog (DDOG) Stock Analysis
Peter Offringa's comprehensive report that covers Datadog's history, business, and competitive position.
Investment Memo
Datadog Investment Thesis
Seifel Capital's deep-dive on monitoring and analytics industry trends and Datadog's competitive advantage and valuation drivers.
Growth, Sales, and a New Era of B2B
Keynote presentation outlining the principles and dynamics of a B2C2B Go-to-Market strategy.
The Three Pillars of Observability
An accessible guide to the observability of complex distributed systems.
Datadog IPO & S-1 Teardown
Analysis of Datadog’s value proposition as a cloud infrastructure monitoring business and a benchmarking of metrics against key competitors.