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This seems like a dead-end purchase. I like both companies, but there is strongly negative synergy. I'm sure there's some vision behind it, but like most such
by frognumber 2y ago
This seems like a dead-end purchase.
I like both companies, but there is strongly negative synergy. I'm sure there's some vision behind it, but like most such purchases, one side or both will likely crash-and-burn. That would be sad.
Aside from technology issues, the companies have a completely different culture and ethos. Universally, that's not preserved in acquisitions like these. Gitlab has a very unique culture of transparency, remote work, etc. which won't mesh at all with Datadog.
If the goal is some kind of integration, a much better model is a significant investment and partnership agreement. It's possible to have those permanently binding, while still being attached at the hip.
- deleted 2y ago[deleted]
- nickorlow 2y agoYeah I don't see how gitlab fits nicely into Datadog's business. Maybe they just want some foothold in developer tooling (similar to Microsoft's moves with GitHub and NPM)?
- deng 2y agoWell, one thing they have in common: both are insanely expensive.
- bdcravens 2y agoIf they become part of Datadog, that kills the likelihood of doing business with anyone who as had a bad experience with DD (I'm in that camp)
- mosh6 2y agoThere's no transparency since they were going IPO. Being transparent is just a storytelling