Aug. 8 at 4:44 PM
$DT $ESTC $DDOG $QQQ Historically speaking, money managers are absolutely stupid when it comes to tech investing-- they really just don't know anything about tech and will listen to a Silicone valley founder/CEO/VC say disrupt, existential, and obsolescence 15 times in one sentence and actually believe 'em... because they don't know what to believe. These words are thrown around liberally in the valley to raise money. Just ask Elizabeth Holmes. East coast managers fall for it every time. The truth is, there is a different winner in this "AI Race" everyday and because of that, every business I know uses multiple AI models to operate their business. Observability helps manage the use of multiple models. AS a CO, you know better than to put all your eggs in one basket. So, today, while east coast money managers decide to sell everything at the release of another GPT model, as evident in DDOG's numbers, the business community continues to diversify its tech.
