Datadog, Inc. Class A Common Stock Goldman Sachs Communacopia + Technology Conference 2026

Yeah, great question. We used to call it ML or correlation. For a long time, Datadog's, one of their strengths has been to be able to aggregate enough information around the signals of the functioning of client-facing applications, and to be able to be somewhat predictive. AI and models have provided a very unique opportunity. We recently made an acquisition of a company called Adaptive ML, which is a specialist in reinforcement learning around areas in IT management and observability that we cover.

That, with the data we have on observability and the functionality of applications and the research lab that we've created, we put out a model a while ago called Toto, but that's just the beginning of what we think will be a very strong competitive advantage, which is using AI and models, some of which will be open source, some of which may be the foundation companies, to own the data and produce models which are going to be predictive of issues around the functionality of applications, observability. We're investing behind that. We talked about that last night, both in terms of people, the GPUs, the inference, et cetera, and that data is not public.

That data Datadog has because of our position and size and observability, and we think that will deliver a lot of value to clients and also be a competitive advantage in the evolution of the platform.

Yeah. The vision here is to produce more accurate and quicker real-time signals which can improve the functionality of the platform and go on the continuum to allow for auto-remediation or close to it. That will be the speed of analyzing problems all the way towards having the platform able to act independently. That will be when we get there, we're not there yet, will be a combination of the evolution of the platform. Our Bits product line is what is going to use these models and data to be predictive, and then clients, in our vision, will be able to make the choice of how much to auto-remediate. To say, for this type of issue, the platform can auto-remediate. For this type, there'll be a suggestion, and then someone will have to press yes.

That has tremendous ramifications, both in terms of the speed and also the efficiency in human capital in this endeavor, that is the vision of our founder, Oli, and where we are investing behind.