May. 8 at 2:53 AM
$DDOG earnings just proved high value SaaS isn’t dying because of AI, it’s accelerating.
AI workloads need more:
• observability
• monitoring
• telemetry
• data infrastructure
• orchestration
That’s why names like
$SNOW and
$MDB reacted positively alongside
$DDOG.
Different layers of the stack, same AI infrastructure tailwind.
The market is starting to separate legacy SaaS from mission critical AI infrastructure software.