Cloud

NOVEMBER 10, 2025

Datadog: As Reliable as Your Golden Retriever

Datadog's platform transition drives remarkable consistency: 25% YoY growth for 12 straight quarters, 120% net dollar retention recovery, 84% multi-product adoption, & 15 AI native customers >$1M ARR as security suite accelerates to mid-50s% growth.

OCTOBER 30, 2025

$555B of Cloud Spend

Microsoft & Google commit $555B in cloud backlog & $232B in annualized capex, driving unprecedented AI infrastructure buildout despite spending 93-137% of cash reserves.

AUGUST 1, 2025

The AI-Driven Cloud Market Share Shift

Explore how GPT-4 and AI reshapes cloud market dynamics, as Azure surges to 46.5% share while AWS's dominance wanes. Key data for startup founders & investors.