Google buys you for the integrations.
You kept Datadog to watching software and nothing else. Meanwhile, general agents learn to watch, fix and ship it themselves.
Datadog still watches software better than anyone. To an agent that writes, ships and fixes code, watching is one step of many. Google calls.
The Buyer: Google will pay 25% over market. Mostly for the 1,000 integrations and the FedRAMP paperwork.
The Buyer: Gemini will watch its own code through your eyes. It finds that very efficient.
Outcome: Lost as a feature
Agents that write and ship code learned to watch it too. Observability sold on its own became one step inside Google's agent.