Datadog’s Dip: A Cosmic Opportunity in a Sea of Code
Datadog (DDOG), provider of cloud-based observability tools and security services, is the IT equivalent of a Swiss Army knife with a PhD in existential dread. Its customers monitor cloud infrastructures, scan for vulnerabilities, and now, increasingly, chase AI-driven insights. The irony, of course, is that the tools designed to make sense of chaos are themselves part of the chaos. But here’s the kicker: demand for these tools is exploding, thanks to AI-the universe’s latest attempt to reinvent itself as a spreadsheet.