Datadog（DDOG）深度研究：AI 可觀測性霸主，LLM 監控開啟第二成長曲線 Datadog 是雲端可觀測性市場龍頭，Q1 2026 首破 $10 億季度營收（+32%）、ARR $40 億+。LLM Observability 首次實質貢獻帳單，AI Agent 監控正式上線。資料留存效應護城河：換掉 DDOG 等同重建整個可觀測性架構。Rule of 40 達 54 分。PVL：✅ 可深入研究。
Datadog (DDOG) Deep Research: The Observability Platform at the Center of AI Infrastructure Cloud observability's pure-play leader. Q1 2026: first $1B quarter (+32%), ARR $4B+. LLM Observability hits first material billing. Data Retention Moat: switching means rebuilding 20+ modules. Rule of 40 = 54. Cisco-Splunk risk real but bounded. PVL: ✅ Deep Research.
