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> Some tough questions to nail answers to are: What is your defensibility and competitive advantage? ... Curious to hear some of the answers you used here. Use

> Some tough questions to nail answers to are: What is your defensibility and competitive advantage? ... Curious to hear some of the answers you used here. User analytics platforms are going to be huge as LLM backed tools start entering production. No doubt that the concept is valuable. But what is to stop DataDog or some other analytics platform from adding LLM analytics? Perhaps the market will just be large enough that it doesn't matter. And people typically don't switch analytics providers once they're locked in.

BoorishBears 3y ago
The only classes of investors in these new LLM-specific analytics companies are the ones that don't know better and the ones that expect a quick exit or some pivot the rest of us aren't privy to. The only thing LLM specific in analytics right now is tracking the right REST calls. Most ultra-LLM specific analytics are an anti-pattern if anything: if your agent setup is so convoluted you can't hook up a normal tracing library to it, it's a mess. That's why 99% of them target Langchain specifically, it's so horribly written that adding basic tracing really is a challenge worth solving. But how long can you bank on the tool of the day just being that terrible?