Datadog was started in 2010. Even though the cloud existed, it was relatively immature in that it frequently required ssh into a box to fix something. Devops wa

Datadog was started in 2010. Even though the cloud existed, it was relatively immature in that it frequently required ssh into a box to fix something. Devops was big. This is why SaaS worked and was so valuable. I've started thinking SaaS is over. Most startups will still do software as a service, but that alone will not create a defensible moat with crazy high growth rates. The green pasture is gone and the fences are being torn down. Something else like network effects, proprietary data, foundation models that are truly excellent, etc. has to be part of the offering now.