The agents stopped sending you logs.

The CFO: Agents ask 9 million questions a day! Every one is billable! I'm framing the invoice!

OMNI: NOT SO FAST! A fee per question? Then I'll stop asking. I kept a copy in my bucket.

By spring the agents query their own buckets. Ingest falls 70%. Silver Lake takes Datadog private at 1.4x revenue.

The Buyer: 1.4x revenue. The dashboards are lovely. We'll leave them on for the staff.

Outcome: Lost as a feature

Agents sent you their telemetry because it was free. A fee per query taught them to keep their own copy and ask nobody.

One path that gets here

A · Bits runs on AI Credits. On top of usageB · Stop fighting AWS. Make agent telemetry freeC · Then every agent pays per query

Play it yourself

Other endings where you lose as a feature

All 12 endings · The cast · The thesis