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DDOGDTBULLISHCore thesis · 5/5

Gomez pivot to observability SaaS

The guest argued that salvaging and pivoting the core 'observability' technology of the failing dot-com company Gomez into a SaaS model created immense value, foreshadowing the rise of companies like Datadog and Dynatrace.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE