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Ep. 143: SailPoint CEO Mark McClain (SAIL), New Relic. Pfizer, Chipotle Mexican Grill

The Drill Down

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New Relic, Data Dog, Datadog - Data Dog

New relic is growing double digits. Data dog is growing at 75 % last quarter, really growing at a lot faster rate. Why is there not enough room in the inn? Why can't they just compete with data dog? They cot y tseng gound, or what's the deal? 's plenty of customers plenty of companies out there that want to know what's goig withthei intostructure. But i think adding new customers is also a be really important for these guys, and that seems to be holding them back. You got to have no customers. Yougot to ae new bloodcory, what is you next? Rail down little company called fizer

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