Datadog

DDOG Q3 CY2023 (ended Sep 30, 2023). 10-Q filing. Revenue $547.5M. LLM Observability and Bits AI were announced as preview/beta at DASH in August 2023. These products existed BECAUSE of recent AI/deep learning advances (Ring 1): LLM Observability monitors LLM applications, traces prompt/completion pairs, evaluates model performance. Bits AI is a generative AI assistant for DevOps. However, both were in preview with limited monetization this quarter. Conservative estimate: minimal Ring 1 revenue from early adopters, ~$1.4M. AI-native customers were not yet a tracked metric publicly. Math: $1.4M / $547.5M = 0.25%. Source: 10-Q filing, DASH 2023 product announcements (Aug 2023).