Executive Summary
Market Consensus: IT operations is a mature, commoditized space dominated by legacy players like Splunk and Datadog. The Variant Perception: We're entering an infrastructure complexity crisis that creates a $100B+ opportunity for AI-native solutions. Gou Rao's revelation that delivering a simple TikTok video requires dozens of interdependent layers exposes the hidden fragility of modern digital infrastructure. While the market obsesses over AI model improvements, the real alpha lies in AI-powere...
Key Investment Opportunity
The AI-Native IT Ops Revolution
Neubird represents the vanguard of a fundamental shift from reactive to predictive infrastructure management. The company's 90%+ MTTR reduction isn't just an efficiency gain—it's a preview of how AI will make complex systems manageable. As infrastructure complexity grows exponentially (evidenced by ...
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