$DDOG · The Motley Fool · 2026-11-06
DDOG本财报季遭抛售，叙事是企业可自建内部工具替代DataDog的功能；这一观点正被证伪——数据本身有价值，智能体的访问必须被管理，而像数据源一样行动的智能体反而加速了DataDog的数据池增长。
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对，我觉得一个很好的例子很可能是 Data Dog，这是另一家在本财报季遭到抛售的公司，当时有一种说法，尤其是在年初，认为对于所有这些类型的企业软件公司，我们只要做一个内部工具就能取代 Data Dog 所做的事。
而我认为我们在这里发现的是，数据本身是有价值的，你需要管理和控制智能体（agents）的访问权限。而这些智能体几乎就像数据源一样运作，反而成了 Data Dog 数据池的加速器。
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.