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2026-07-13 15:56:01 · role: mention · x
@gokulr: EVIDENCE LOOP FOR PRODUCTSPEC
A Product Spec should not stop at launch.
The common failure mode with product docs is that they describe intent before the work, then disappear onc
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2026-07-07 16:45:00 · role: mention · gdelt · 130 Threaten
· tone +1.28
10 ai stocks on wall streets radar datadog microsoft and more
co-mentioned: France · Paris · Microsoft
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2026-06-30 20:34:00 · role: mention · x
@jasonlk: It's the best of times for B2B + AI. But it's the worst time to be selling your grandpa's software:
1. The recovery isn't coming if you're not getting AI budget. There is no more
co-mentioned: Salesforce · Atlassian · Twilio · Cloudflare · HubSpot
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2026-06-25 20:18:00 · role: mention · x
@jasonlk: Figma has to be the most oversold software stock
▶️ Down ~87% from its peak. ~50% just in 2026. ~$19 a share
▶️ ~$10B market cap even with 46% (!) growth
▶️ The part
co-mentioned: Anthropic · Figma · Snowflake · Cloudflare · HubSpot
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2026-06-11 21:29:27 · role: mention · x
@john_ssuh: Increasingly, I believe companies may need to be rebuilt from the ground up, where you have a single timeline of all observability + product metrics + file changes laid out in a re
co-mentioned: Google · Slack
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2026-06-10 15:00:00 · role: mention · rss
Datadog veterans launch AI coding startup Niteshift on a bet against Big AI lock-in
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2026-06-08 22:05:11 · role: mention · x
@t_blom: I'm excited to be back in Paris on June 29th for @ycombinator Startup School.
We'll be joined by the founders of some incredible companies; PostHog, Datadog, Supabase, AMI, and m
co-mentioned: Paris · Supabase
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2026-05-29 17:45:43 · role: mention · x
@jasonlk: Ok the SaaSpocolypse is now really, truly over. All the loses, in the aggregate, have been pared. Public software stocks are finally back in the green for the year.
After big ru
co-mentioned: Salesforce · Twilio · Snowflake · ServiceNow · HubSpot
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2026-05-29 17:18:45 · role: mention · x
@jasonlk: Ok the SaaSpocolypse is now really, truly over. All the loses, in the aggregate, have been pared. Public software stocks are finally back in the green
After big runs from Snowfl
co-mentioned: Salesforce · Twilio · Snowflake · ServiceNow · HubSpot
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2026-05-29 16:12:51 · role: mention · x
@jasonlk: Ok there's a new software IPO that just filed.
Entrata filed to go public this week (NYSE: ENT) at $575M+ ARR, growing 23% and cash-flow positive. It's PE-backed, and the first
co-mentioned: Snowflake · HubSpot
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2026-05-26 15:33:19 · role: mention · x
@datadogdevs: Huge one for developers building with AI.
Excited to announce @ClementDelangue (CEO @huggingface) is joining DASH 2026 for a fireside chat with @oliveur.
Open source changed sof
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2026-05-14 18:24:52 · role: mention · x
@ClementDelangue: Are scaling laws finally working for time series foundation models?
Today, @datadoghq is releasing Toto 2.0 weights in Apache 2.0 on @huggingface. It's a family of open-weights TS
co-mentioned: Scale AI
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2026-05-14 14:20:16 · role: mention · x
@datadoghq: Toto 2.0 is here: Datadog AI's 5 open-weights forecasting models (4m-2.5B params) finally make scaling work for time series forecasting! #1 on BOOM, GIFT-Eval, and TIME. Weights/co
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2026-05-14 03:44:14 · role: mention · x
@gokulr: HEADLESS
The reason more “dashboard” software companies will push to become headless stores (that is, become “pipes” companies) is for two reasons:
(A) one of the most du
co-mentioned: Databricks
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2026-05-08 06:15:56 · role: mention · x
@dessaigne: Paris, we're back for one day only on June 29th! The founders of Datadog, Supabase, PostHog, AMI, and many more will be sharing the real stories behind their companies. See you the
co-mentioned: Paris · Supabase
