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Cisco Is Said to Have Offered $7B-Plus for DataDog

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Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#52

I am very keen on picking up some $DDOG shares tomorrow when it IPO'S. As part of my DevOps consultancy I recommend DataDog to nearly all my clients. They check all the boxes in one unified platform: [X] Server / cloud resource monitoring and alerting [ https://www.datadoghq.com/dashboarding/ ] [X] Logging [ https://docs.datadoghq.com/logs/ ] [X] APM (application performance) [ https://docs.datadoghq.com/tracing/ ] […

I am a Datadog fan, but I'm looking at migrating most of my workload to Honeycomb. It seems to do everything I normally do with Datadog, but better.

Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#53
post #25

Earlier quoted context omitted.

I would expect this exactly. Why work at all when I can drive my Ferrari collection, all damn day.

> Why work at all when I can drive my Ferrari collection, all damn day. That's fun for a week, maybe even a month, then you'd get bored. Humans need purpose and we like structure. Complete freedom terrifies and unsettles us. Source: All my life I wanted nothing but to have enough cash in bank to take a year off and do whatever. When I got it ... at first I panicked, then I considered the boundless possibilities, then…

I dunno, man, I think everyone's different. I'm planning on retiring (early) within the next few years. Obviously I won't know for sure until I've been retired for a bit, but I can't imagine ever wanting to have a job again.

I enjoy my current job, but it's still a job. I have people to answer to, politics to deal with, work that I dislike that I have to do in order to do the work that I do like, frustrating people who I have to work with sometimes... the usual.

If that just went away, and I could choose what to do with every moment of my time, and associate with who I wanted, and focus on passions rather than work I don't care about... that would be the best.

I took four months off last year and it was absolutely incredible. Even to the point where when I was (very rarely) bored, I even enjoyed being bored. Sure, four months isn't a year, or ten years, or 40 years, but it just felt like the right way to live. In a weird way it actually felt more structured; I actually planned things with friends (or by myself) at particular times, stuck to the things I'd committed to, exercised more, cooked more, and just felt so unhurried and relaxed all the time.

We'll see, I guess.

Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#54
post #9

Earlier quoted context omitted.

A core team of pre-millionaires won't necessarily, or even likely, work the same as a core team of post-millionaires.

I would expect this exactly. Why work at all when I can drive my Ferrari collection, all damn day.

There's plenty of examples. Stewart Butterfield, the entire PayPal mafia, etc. If you were right, Slack, LinkedIn, SpaceX, YouTube and Yelp wouldn't exist.

Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#55
post #9
post #8

I always wonder in these situations if there is a counter of the form, "Sure, we'll take the cash, up front please, and nobody on the team will be required to go with the company." Most people assume that this sort of demand would 'kill the deal' but sometimes there are exceptions. The reason I wonder about this is because it could create what is essentially a very wealthy core team that can already work well togethe…

A core team of pre-millionaires won't necessarily, or even likely, work the same as a core team of post-millionaires.

Offtopic, but I'm not sure I've ever read a more American phrase than "pre-millionaire".

Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#56

Thank God they didn't take it. Cisco turns awesome products into crap.

opendns, duo, meraki, appdynamics?

Only one anecdotal data point, but:

We use OpenDNS (now Cisco Umbrella) at work. I'm often hit with Umbrella pages denying access to random websites. The usual message is that the site "distributes malware", but none of the sites it blocks actually deserve that block. Our security team says they can manually add exceptions, but they have no visibility into why Umbrella blocks particular sites.

We used Meraki WiFi APs at a previous office, and they were abysmal. We had networking consultants come in several times to do site surveys and attempt to fix things, but we were still plagued with connection drops, poor throughput, and weird dead areas that made no sense. Eventually we trashed the Meraki gear and went with one of Cisco's other product lines, and everything works quite well now. (Well, now we just have issues with macOS being terrible at WiFi radio management.)

I don't have any experience with the other two. I also didn't have experience with OpenDNS or Meraki pre-acquisition, so it's possible they've always been bad products, and Cisco has either maintained status quo, or made them better but still bad.

Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#57
post #29
post #24

Interesting since Cisco already owns AppDynamics. Apparently they think or even know AppDynamics is not good enough to compete with Datadog. Very bad news for AppDynamics.

I interviewed there a year ago - the person on the phone told me I was an idiot for using Cassandra when I should be using HBase like they were; ok, lol

HBase has got to have been the biggest source of job insatisfaction I've ever had.

Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#58

Earlier quoted context omitted.

I don’t think Datadog falls into that category..

They may be great, but are they 7.8 billion dollars of great? For comparison, Hanes (the underwear people) has a 6 billion market cap and Dish Network is 18 billion.

Why would you compare Datadog to Hanes and Dish Network? How is that relevant at all?

Re: Cisco Is Said to Have Offered $7B-Plus for DataDog

#60

Earlier quoted context omitted.

They may be great, but are they 7.8 billion dollars of great? For comparison, Hanes (the underwear people) has a 6 billion market cap and Dish Network is 18 billion.

Why would you compare Datadog to Hanes and Dish Network? How is that relevant at all?

Because they are real companies that we know and recognize and can compare the valuation to.
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