Datadog isn't just another software company. It's a capital-light, founder-led, high-margin compounder powering the infrastructure of modern digital enterprises. In a world of microservices, cloud complexity, and AI-native systems, Datadog has quietly become essential.

What started as a mission to reduce gun violence has evolved into a $20B public safety tech powerhouse. Axon Enterprise (NASDAQ: AXON), founded in 1993 by Rick Smith, has gone from making stun guns to becoming the backbone of modern policing through software, AI, and cloud integration. It’s not just a hardware company anymore—it’s public safety, reimagined.