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Show Notes

[00:02:54] - [First question] - What Datadog does and their current scale

[00:03:58] - Their customer base today and noteworthy growth metrics

[00:05:21] - The basics of a tech stack business and Datadog’s approach to it

[00:07:31] - What problem Datadog solves and how they came across it

[00:08:26] - An overview of a typical backend infrastructure and how Datadog improves it

[00:11:52] - Who Datadog's actual customer is

[00:13:21] - The founding story and what fuelled their rapid growth

[00:15:58] - What the market looks like today and who their competitors are

[00:18:35] - Scaling the business so quickly and how they measure it

[00:21:07] - Their unique and highly successful marketing approach

[00:24:06] - Parallels between the user experiences of Datadog and Twilio

[00:26:00] - The gross margin profile and how it’s trending

[00:26:58] - Dollar revenue retention and how pricing unlocks sales and marketing spend

[00:29:18] - How Datadog’s pricing stacks up against their competitors

[00:30:41] - The advantages of using Datadog versus AWS and pre provided solutions

[00:33:49] - Their M&A strategy and what makes it unique

[00:36:46] - What would have to go right for their market cap to double over the next decade

[00:39:12] - Potential risks or threats to Datadog’s potential success

[00:41:28] - Lessons for builders when studying Datadog’s story

[00:42:52] - Lessons for investors to take away from Datadog’s success

[00:43:57] - Where to learn more about Datadog