The Motley Fool on $DDOG (Nov 6, 2026)
DDOG sold off this earnings season on the narrative that enterprises could build internal tools replacing what DataDog does; that view is being disproven — data itself is valuable, agent access must be managed, and agents acting like sources of data have accelerated DataDog's pool.
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Yeah, I think a great example is probably Data Dog, another business that sold off during this earning season where there was a narrative, especially at the beginning of the year that um for all of these types of enterprise software companies, we would simply produce an internal tool that could replace what data dog does.
And then we I think are discovering here is that data itself is valuable and that you need to manage and control the access that agents have. And these agents are then operating almost like sources of data that have acted as an accelerant to data dog's pool.