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Which podcasts are discussing DDOG?
13 ATTRIBUTED IDEAS · 12 EPISODES · 8 SHOWS
The shows
The Twenty Minute VC
Barron's Streetwise
Bloomberg Surveillance
Excess Returns
Motley Fool Money
The Compound and Friends
The Pomp Podcast
Value Investing with Legends
Where the discussion went deepest
16 JUN16 JUNTHE COMPOUND AND FRIENDS
AI threat creates severe software dispersion
“Legacy application software faces existential AI disruption risks, driving deep valuation discounts, while cybersecurity names remain insulated.”
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Core thesis · 5/5Verify in source →
10 JUN10 JUNBLOOMBERG SURVEILLANCE
Tech sell-off is a temporary bump before Nasdaq 30,000
“Dan Ives argued that recent semiconductor and tech weakness from capital raises is temporary, with visible AI monetization and tight supply supporting a multi-year tech bull run.”
Bloomberg Surveillance TV: June 10th, 2026
Core thesis · 5/5Verify in source →
7 NOV7 NOV 2025VALUE INVESTING WITH LEGENDS · 25:10
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.”
Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages · with Richard Brekka
Core thesis · 5/5Verify in source →
13 AUGTODAYTHE TWENTY MINUTE VC · 3:00
Infrastructure providers ride the AI wave
“The thesis argued: infrastructure and observability companies like Datadog, Cloudflare, and JFrog are the clear beneficiaries of the AI build-out, as they simply sell more of their existing products to a booming market.”
20VC: Canva Slashes Growth: How Much is it Really Worth | Demis Hassabis and Jeff Dean: Talent Exodus at Google | Revolut's $50BN CEO Pay Package
In depth · 4/5Verify in source →
21 JUL3W AGOEXCESS RETURNS · 51:28
AI erodes general software moat and data network effects
“Generative AI models erode traditional software IP and data network effects by making models increasingly generalizable and interchangeable, forcing legacy SaaS providers to rely on switching costs or pivot commercial models.”
We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money
In depth · 4/5Verify in source →
12 JUL12 JULMOTLEY FOOL MONEY · 08:15
Data infrastructure stands as main AI beneficiary
“The guest argued that data infrastructure, automation, and governance platforms are the true long-term beneficiaries of enterprise AI adoption.”
Why Most AI Projects Will Fail — And How to Find the Companies That Won't · with Steve
In depth · 4/5Verify in source →
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