Google buys you for the integrations.
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.
One path that gets here
C · Bits takes the pager. Bill per incident fixedA · Hold the line. Bill per incident fixedB · Observability only. Nobody watches better