Side-by-side comparison of AI visibility scores, market position, and capabilities
SF CNAPP with runtime intelligence for 90% false positive reduction; $180M total ($100M Craft Ventures/TCV Series A Dec 2024 at $900M valuation) serving 200+ enterprises including Peloton and Bill competing with Wiz for cloud security.
Upwind is a San Francisco-based cloud-native application protection platform (CNAPP) — backed with $180 million in total funding including a $100 million Series A extension in December 2024 led by Craft Ventures with TCV and Alta Park Capital at a $900 million valuation, following an $80 million seed round — providing enterprise security teams with runtime-powered cloud security that combines cloud security posture management (CSPM), workload protection, vulnerability management, identity security, and container security by correlating live workload runtime activity with configuration and vulnerability context to eliminate the false positive noise that plagues legacy cloud security tools. Serving 200+ enterprise customers including Peloton, Bill, Fiverr, and Agoda with 4,000% year-over-year revenue growth, Upwind claims 90% false positive reduction versus traditional CNAPP tools. Founded in 2022 by Amiram Shachar and team from Spot.io (acquired by NetApp for $450 million).
Cloud observability leader with $2.68B ARR; 750+ integrations; expanding into AI/LLM monitoring as enterprises instrument generative AI workloads at scale in 2025.
Datadog is a cloud-native monitoring and security platform founded in 2010 by Olivier Pomel and Alexis Lê-Quôc, headquartered in New York City. The company went public on Nasdaq (DDOG) in September 2019 and has grown to serve over 29,000 customers as of FY2024, generating $2.68 billion in annual recurring revenue, representing approximately 26% year-over-year growth. Datadog's platform spans infrastructure monitoring, application performance management (APM), log management, security monitoring, and AI observability, positioning it as the unified observability stack for cloud-scale engineering teams.
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