Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants โ The Disney Dilemma โ focuses on Disneyโs ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
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Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
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Manage episode 349599848 series 3370843
Content provided by Liberty. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liberty or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
First, something to keep in mind: This is a conversation about these companies not an interview of MBI. We both talk about equally and ask each other questions. I want to mention it upfront just so you donโt expect a different format going in.
I had a great time discussing these two very interesting companies with my friend MBI (๐๐).
When I saw on his 2022 deep dive calendar that he was going to write about Cloudflare and Datadog, I knew we had to find time to talk about them at some point, since I had independently studied both and had a few things to say.
We discuss the businesses, technology, products, and management.
We also analyze the rise and fall of cloud software stocks over the past few years, issues with stock-based compensation, competition for engineers from Big Tech, how profitable can these companies be at maturity, and a bunch of other related topics and companies.
๐ Full transcript
* Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (Transcript)
๐ More podcasts with MBI:
* ๐ง Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe
31 episodes
Share
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on February 14, 2025 15:56 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 349599848 series 3370843
Content provided by Liberty. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liberty or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
First, something to keep in mind: This is a conversation about these companies not an interview of MBI. We both talk about equally and ask each other questions. I want to mention it upfront just so you donโt expect a different format going in.
I had a great time discussing these two very interesting companies with my friend MBI (๐๐).
When I saw on his 2022 deep dive calendar that he was going to write about Cloudflare and Datadog, I knew we had to find time to talk about them at some point, since I had independently studied both and had a few things to say.
We discuss the businesses, technology, products, and management.
We also analyze the rise and fall of cloud software stocks over the past few years, issues with stock-based compensation, competition for engineers from Big Tech, how profitable can these companies be at maturity, and a bunch of other related topics and companies.
๐ Full transcript
* Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (Transcript)
๐ More podcasts with MBI:
* ๐ง Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe
31 episodes
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Similar to Liberty's Highlights
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants โ The Disney Dilemma โ focuses on Disneyโs ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions youโve been asking about -- financial planning, investing, retirement and everything in between. Whether youโre navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
It didnโt all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a โnice to haveโ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
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