AI-Era Observability

Overview

Shift from sampled, SaaS-volume-priced monitoring toward full-fidelity, often byoc, telemetry that both humans and agentic-ai agents can use for autonomous operations.

Timeline

• 2026-07-29: groundcover $100MSeriesC($500M valuation per CTech) for eBPF + OTel + Agent Mode (2026-07-30-groundcover-100m-series-c)
• 2026-06-29: groundcover Agent Mode toolchain expansion (2026-06-29-groundcover-agent-mode-toolchain-expansion)
• 2026-07-30: databahn $40M Series B for agentic-data-control-plane feeding agents with curated telemetry

Key Players

• groundcover
• datadog
• one-peak
• databahn
• insight-partners

Analysis

Capital is concentrating on the thesis that agents need unsampled context and that legacy sampling economics conflict with autonomous ops.

Related Topics

• observability-agents
• agentic-ai
• devops
• ebpf
• opentelemetry