And this one too!!

It all makes sense now. This thing was littered with 🚩🚩from the beginning.

Perspective

Our memo on Snyk ⬇️ https://t.co/8QiNqjdOuL

A solid primer here that covers the past, present and future of DevOps. https://t.co/KJSlm8jJ5e

Really enjoyed researching for this piece about HF. funny lil company but boy is it impactful! https://t.co/Mtu6a7isCe

GitHub crosses the $1B ARR mark 🤯 The $7.5B price tag seems like a steal, in retrospect? https://t.co/0c7j81vclY

Both Databricks & $SNOW invested in dbt labs and consider it a strategic partner but I hope it says independent for as long as it can. Great report on dbt labs here ⬇️ https://t.co/mOqzpXoBHm

30/ For the full report, please check out the Contrary Research Platform. I will analyze & publish one Infrastructure software private company every fortnight. If you've enjoyed this thread, please follow me & @Contrary_Res for similar content. https://t.co/9eN9fHJNJd

16/ e) Snyk Cloud - released in July 2022 after the acquisition of Fugue, a cloud security tool. https://t.co/cp6komtB2t

btw, I'll be writing for @Contrary_Res and will primarily cover Infrastructure software co's in DevSecOps, Data Architecture & AI/ML spaces More to come. In the meantime, check out my pieces on Snyk, Grafana & Hugging Face at https://t.co/Zev1dPCb6Y Hope you find them helpful! https://t.co/fxsygdZTpo

$SNOW is increasingly penetrating the upper echelon of the enterprise market. It counts ~26% of Forbes Global 2000 as customers, up 400 bps from a year ago. Whose lunch are they eating here? Teradata? Oracle? HPE? IBM?

$HCP implies that 60% of SMBs use multiple clouds & I'm struggling to believe it. - I understand the enterprise value prop - I also understand why a well-funded early-stage startup with global customers would do clouds for data sovereignty reasons But the majority of SMBs? Why?

@hhhypergrowth @datadoghq Too bad he doesn’t use Twitter that much. Hello @alq

@hhhypergrowth Someone get Olivier Pomel next lol

@InvestiAnalyst Infrastructure software lol

$HCP crossing $100M ARR in just over 4yrs despite being an OSS is not talked about enough.

Dbt Labs, Monte Carlo, Airbyte - 3 very promising startups but should never have been valued this richly in the 1st place Airbyte reached unicorn status w/out even making $1m in rev. Its lead investor is now saying it’d need to make $50m before it can even justify a flat round

@InvestiAnalyst @ppgosavi But it (Snyk) is growing 150% YoY in ARR as of July/22. It should be fine as long as it can maintain close to that rate, methinks.

- Datarobot (again) missed Q2 rev target - it was projecting a Q2 ARR of $190M vs $183 in Q1 or 3% QoQ growth - this means it may had -ve QoQ growth - CFO, Chief product officer, chief people officer, chief GTM officer all leaving - CEO already gone - 2nd round layoff coming

“We think our security TAM opportunity will grow over time to be of the same order of magnitude as observability” ~ Olivier Pomel, Investor meeting 2021.