Hot in Enterprise IT/VC - What's 🔥 in Enterprise IT/VC #245
I was out at a 🥃 cocktail party the other night (yes a party - so nice to do that!) and talking about the public markets with someone who is far from the tech field and the one company they mentioned to me was Datadog. On the one hand it was pretty cool to hear someone not in tech mention Datadog instead of Doordash or Uber and on the other hand it was kind of scary. For many years, enterprise infrastructure companies toiled away in obscurity quietly providing the picks and shovels for the leading consumer companies and over the last 12 months, the picks and shovels and jeans makers are all having their day in the sun. Just this week Barron’s wrote a great article about observability:
Morgan Stanley also released research this past week citing the same: I ❤️ it when the large investment banks get their clients 🔥 up about the opportunity ahead in infrastructure software and the ☁️ - Morgan Stanley’s report from this past week dives deep into observability, operational databases, and security analytics - bottom line - huge growth ahead 📈. As these banks and publications continue educating the market about the amazing world of enterprise infrastructure expect a continued parade of IPOs to hit the market in the coming months and perhaps one day, your non-tech friends at a cocktail party will truly understand what we as infra founders and investors actually do. Well…actually, I hope not as it’s been nice to have that secret all to ourselves 😃. As always, 🙏🏼 for reading and please share with your friends and colleagues. Scaling Startups
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