Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
Liberty's Highlights
00:00
DataDog
The top 10 percent of DataDog's customers may drive like 89% of their overall revenue. The challenge with usage-based model is your customer will always end up having a very power law distribution, you know, the revenue distribution will have power law in attendance. And then the challenge, I think, that DataDog may have, all of you are explaining how they price their product, right? So, they say, hey, before launching a product, we was thinking about launching this product at like $12 per instance, right? They decided to go with 15 and it increased to 18 over time. But my concern is for them to generate outsized profit, which is possible if they
Transcript
Play full episode
