Over the last six months, SumoLogic, NewRelic, and Splunk have all been sold off to private equity firms (or noted tech graveyard Cisco). I think it's harder than people realize to innovate for the next generation of observability when you were built to solve the last one.
Observability is a UI/UX problem, an instrumentation problem, a scale problem... but it is also very much a data problem. The shape of the data and the way that you store it will confine your product decisions for years to come, in ways that can be non obvious at the outset.
@mipsytipsy I thought it's Oracle where tech products go to bloat and die...
@mipsytipsy To whit, all those companies took advantage of that exact same issue to take the market from Wily, Precise/Veritas and Mercury Interactive - 15+ years ago.