Datadog becomes a tab in CloudWatch.

Six strong quarters. Then renewals come due, customers drop Bits for the agent in their Support plan, and Amazon calls.

The Buyer: Amazon admires a good dashboard. 20% over market. CloudWatch could use the color.

The Buyer: Bits can stay, of course. We're very good with dogs.

Outcome: Lost as a feature

You charged credits for an agent Amazon gave Support customers nearly free. The cloud that runs the servers won the right to watch them.

One path that gets here

A · Bits runs on AI Credits. On top of usageA · Bundle Bits into every host. Outbuild Amazon

Play it yourself

Other endings where you lose as a feature

All 12 endings · The cast · The thesis