I imagine we will see a bit of a reckoning & consolidation in the space. For a lot of non-megacap companies, while observability is nice.. it might not meet th

I imagine we will see a bit of a reckoning & consolidation in the space. For a lot of non-megacap companies, while observability is nice.. it might not meet the ROI hurdle in a high rate / low growth environment. That is - its hard to reconcile sending $$ Millions out the door to Datadog, Splunk, Pagerduty while you are trying to cut budgets elsewhere. Some of the disclosures by companies of what they've been spending on SaaS are pretty eye popping.