With an upcoming raise close to $1B LogicMonitor must be doing a few things right, right? Get the download straight from LogicMonitor’s Chief Executive Officer Christina Crawford Kosmowski and hosts Patrick Moorhead and Daniel Newman at the WEF in Davos. They discuss the future landscape of technology and how LogicMonitor is prioritizing innovation while making sure systems work as they should.
Get their take on:
- AI as the dominant theme at this year’s WEF
- LogicMonitor’s recent $800M funding round and an exciting new partnership with OpenAI
- How LogicMonitor is helping organizations monitor and manage the performance and cost of LLMs
- Discussing the crucial role of observability and infrastructure monitoring in the age of AI and hybrid cloud
- Christina’s vision for LogicMonitor in the coming years
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Disclaimer: The View From Davos is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors, and we ask that you do not treat us as such.
Transcript:
Patrick Moorhead: The Six Five is On the Road with a View from Davos. It has been an incredible event. Actually, it’s been my first World Economic Forum, and it’s really been a really nice blend of tech, politics, regulation, a lot of government officials here. A lot of really good discussions, particularly around the economic opportunities and potential risks with AI.
Daniel Newman: Yeah. We knew that AI was going to be in focus at this event, Pat. And every year there’s always thematically something that’s going on here. And you as a novice and me as a wily second year here at Davos, I’m glad I was able to implore my wisdom upon you. But it’s been a great week, and this is always a moment for that kind of public-private partnership. But it’s also a really interesting moment because this is also a year where you have major administration changes. The US obviously always drives a lot of the world, especially in technology. And now you’re starting to kind of see how does the rest of the world adjust to it? So we knew it would be a big week. It’s been a big week, and having a lot of fun here.
Patrick Moorhead: Yeah. And one of the big elements of the new AI economy, as we’ve seen IT has been fragmented.
Daniel Newman: Yes.
Patrick Moorhead: And being able to monitor whether it’s the devices, the applications, infrastructure, pretty much everything, what’s going on has become paramount. And I can’t imagine a better person to have a discussion with than Christina of The LogicMonitor.
Christina Crawford Kosmowski: Hello.
Patrick Moorhead: Welcome back to The Six Five.
Christina Crawford Kosmowski: Thank you.
Patrick Moorhead: We’re not in Las Vegas, we’re here in Switzerland.
Christina Crawford Kosmowski: It’s a little different vibe, but loving it.
Patrick Moorhead: Slightly, right.
Christina Crawford Kosmowski: Love talking to you guys no matter where we are.
Patrick Moorhead: Thank you. Thank you, same.
Christina Crawford Kosmowski: Yeah. Fun.
Patrick Moorhead: So hey, maybe a good place to start. You and I are both first-time attenders of the event.
Christina Crawford Kosmowski: Yeah.
Patrick Moorhead: Can we talk a little bit about, we’re about halfway in, a couple days in.
Christina Crawford Kosmowski: Yeah.
Patrick Moorhead: What kind of conversations are you having? Why did you come in the first place? And what are you getting out of it?
Christina Crawford Kosmowski: Yeah, absolutely. It’s definitely been an incredible experience, a little overwhelming, especially coming here with all there is to do. So we were looking for three things. One was just an opportunity to meet with all of our customers and partners in one place has just been incredible. And to be able to really have these strategic conversations with the top level folks has been extremely beneficial. The second is those who know us love us, but not everybody knows us.
Patrick Moorhead: Right.
Christina Crawford Kosmowski: And so, just being able to get our name out and people to learn about what we’re doing is very exciting. And then third, just the conversations we’re having. It’s just really insightful for me as we even think about our strategy and where we go next-
Patrick Moorhead: That’s right.
Christina Crawford Kosmowski: … has been unbelievably eye-opening this week.
Patrick Moorhead: Yeah, the concentration has definitely been one of these things. Daniel, you bring that up time and time again and I agree with it.
Daniel Newman: Well, I always say that the amount of meaningful meetings you can have in such a short period of time, it’s hard to replicate that at any other event because of just the density of executive leaders, government officials, consultants, policy makers. It’s pretty great. Christina, you had a pretty big few months. First of all, you raised a little money.
Christina Crawford Kosmowski: Just a little bit.
Daniel Newman: Just a little bit, several hundred million at a nice…
Christina Crawford Kosmowski: $800 million.
Daniel Newman: I said several hundred.
Christina Crawford Kosmowski: Yeah, yeah, yeah. Exactly the same, yeah.
Daniel Newman: Effectively, but I didn’t have it memorized.
Patrick Moorhead: I think the correct word is almost a billion dollars.
Christina Crawford Kosmowski: Almost a billion. Yeah, yeah, yeah.
Daniel Newman: It was almost a billion dollars at a valuation north of that.
Christina Crawford Kosmowski: Yes.
Daniel Newman: Seeing great support later stage.
Christina Crawford Kosmowski: Yeah.
Daniel Newman: And of course, this week you also said, “I want to top that here at the World Economic Forum.” And I’m going to announce a partnership with probably, if not the most prolific, one of the most prolific names in LLMs, in AI, OpenAI.
Christina Crawford Kosmowski: Right.
Daniel Newman: Talk a little bit about the progress you’re making and share a little bit more about that announcement.
Christina Crawford Kosmowski: Yeah. Oh, my gosh. We’re having so much fun right now at LogicMonitor and doing lots of great stuff. And the raise is really exciting because it’s a testament to the work we’re doing, and it gives us an opportunity to get the work we’re doing in the hands of more customers and more markets. And that’s really important for us to accelerate that. And then, this OpenAI announcement is just really important to us. I think there’s three areas that we’re partnering with them on. And the first is obviously we ingest over a trillion records a day, and so we’ve got this tremendous amount of data. And so, AI is a huge part of our strategy ourselves. We launched Edwin in June last year, so six months ago. And that’s our AI ops kind of agentic product. And we’re building off of OpenAI’s LLM, so that’s super important to have that framework. And then two, our customers have asked us to monitor LLM.
Patrick Moorhead: Right.
Christina Crawford Kosmowski: So this opportunity to be able to monitor the LLMs for the performance and the cost and the sustainability impacts is another big area. And then finally, internally, we also are reskilling, upskilling our team to think about how we take advantage of AI in our internal operations. And ChatGPT for the enterprise is a big part of that as well, so it’s super exciting.
Daniel Newman: So I may say real quickly here, I would like to suggest that the keynote speakers you brought over the last few years to open up your sales kickoff.
Christina Crawford Kosmowski: Let’s do it.
Daniel Newman: And all this success, I don’t know, but I’m seeing a pretty big connection there.
Patrick Moorhead: Somehow I knew Dan would get in a plug for himself.
Daniel Newman: Wait, didn’t you do it?
Patrick Moorhead: I did.
Daniel Newman: Okay. So I said-
Patrick Moorhead: You can do that one.
Christina Crawford Kosmowski: You guys were very super high rated.
Daniel Newman: That last few years.
Christina Crawford Kosmowski: Yes. Both of you were.
Daniel Newman: Yeah. I appreciate that.
Christina Crawford Kosmowski: I think you’re the highest rated.
Daniel Newman: Nice.
Christina Crawford Kosmowski: So yeah, I’m going to give you that.
Daniel Newman: Well, thank you.
Christina Crawford Kosmowski: So let’s get you back.
Patrick Moorhead: I think she was looking at me, but anyways.
Christina Crawford Kosmowski: Yeah.
Patrick Moorhead: No, as you’re having these conversations, we talked a little bit about, “Hey, I want your help to monitor these LLMs.” As we’re moving into this world of generative and agentic AI, I know we’re here already in certain areas, particularly on the training side and a lot of consumer applications. But it’s really just the start when it comes to enterprises and governments.
Christina Crawford Kosmowski: Yeah.
Patrick Moorhead: What requests are you getting that you can fulfill or you’d like to put a solution against?
Christina Crawford Kosmowski: Yeah. Well, I think first and foremost and the heritage of our company is ensuring the performance of the infrastructure and ensuring that it stays up and running, right? And that’s critical, and it’s even more critical now that everyone’s rushing to do all of these different use cases in AI. If you’re building your businesses and your workflows on it and it’s not up and running and there’s latency, that can be a problem, right?
Patrick Moorhead: Latency matters. So many different connective tissue.
Christina Crawford Kosmowski: Right.
Patrick Moorhead: It’s not just the compute and the GPUs.
Christina Crawford Kosmowski: Right. Right.
Patrick Moorhead: It’s the connectivity between the networking.
Christina Crawford Kosmowski: Right. It is.
Patrick Moorhead: The storage system.
Christina Crawford Kosmowski: Yeah. Exactly.
Patrick Moorhead: Pretty much everything. And they’re so interconnected. Even these reasoning systems are systems that are talking to each other that are across the data center.
Christina Crawford Kosmowski: Right. Definitely. Yeah, it’s all interconnected, and I think that’s the theme here this week of World Economic Forum, is around this connected collaborative intelligence, right? And I think one, we’re seeing this connectedness of devices, and that’s really where we play, is there’s this hybrid world which you think of as on-premise and in the cloud. But there’s also these connected devices. And so, we monitor connected devices for our companies as well. And so, being able to pull all that together is critical. And then, as you mentioned, the stack is getting more complicated. And I was in a roundtable panel on chips, and everyone’s thinking, “What does LogicMonitor have to do with chips?” Well, no. The chips are coming into these data centers, and they’re having to be more efficient. And all of the customers are saying, especially in the IT departments, they’re like, “I have got to deliver all this innovation, but I also have to think about the long-term sustainability of both cost and energy at compute. So how do I think about managing that?”
Daniel Newman: Interesting.
Christina Crawford Kosmowski: And so, we’re able to kind of bring all that metadata together as well and give those recommendations around how do you think about where those workloads go? How do you think about fulfilling this demand? And then, we also have our collector architecture is on the edge, so we can also provide the efficiency. So while the chips themselves are getting more efficient, we also can do some of that balancing where we don’t have to bring all the data in, pass it all through it all the time. We can say, It’s not necessary to pull all 24 by seven. And so, there’s lots of ways I think we’re bringing that connectedness from the devices through the stack in the technology and just trying to kind of bring it all together.
Daniel Newman: Yeah. So Christina, as we sort of wrap up here, I’d love to get a little bit of your outlook. So we talked about all the success that’s been built up, a combination here a little bit of this experience. But we’ve got this big transition going on. You’re hearing a lot about deregulation.
Christina Crawford Kosmowski: Yeah.
Daniel Newman: That should be exciting for your own possibilities with M&A.
Christina Crawford Kosmowski: Right.
Daniel Newman: Continued investment growth and IPO, which finally the market might actually support.
Christina Crawford Kosmowski: Yes.
Daniel Newman: I’m not suggesting you do that, I’m also not suggesting you don’t.
Christina Crawford Kosmowski: Maybe not.
Daniel Newman: But what do you think the outlook for ’25, what are some of your big objectives, and what are some of the things you’re really paying attention to?
Christina Crawford Kosmowski: Yeah. I think this word collaboration I think sometimes gets overused, but it is really true. It’s about how can you collaborate across the data so you’re bringing the data in a unified view. And that’s critical because data is kind of going everywhere. As you said, it’s fragmented. There’s all these different devices, there’s connectedness in the supply chain and the tech stack, and then there’s connectedness in regulation and policies and frameworks. And so, I think collaboration’s one word. I think interoperability is going to be really important.
Patrick Moorhead: Right.
Christina Crawford Kosmowski: And so, all of that, and we’re certainly looking for seeing here, coming out with these frameworks. But then our technology ourselves, we’re saying, “where can we build these partnerships so that we can have that interoperability with the entire stack that companies are looking for?”
Patrick Moorhead: Yeah, it makes sense. That interconnectedness is literally everything. Just when you think things could get simpler and we figured this things out, we add another layer and more complexity.
Christina Crawford Kosmowski: That’s Right.
Patrick Moorhead: So absolutely company adding value in the stack, it’s great to hear.
Daniel Newman: Christina, I just want to thank you so much for joining us. It’s great to meet with you here.
Christina Crawford Kosmowski: Yes.
Daniel Newman: I’m sure we’ll see you a lot this year. As you continue your journey, you will show up more and more on our radar.
Christina Crawford Kosmowski: Yes. Great.
Daniel Newman: And we’re wishing you all the best and success, and enjoy the rest of your event.
Christina Crawford Kosmowski: Thank you. Thanks for having me.
Patrick Moorhead: Thank you very much.
Christina Crawford Kosmowski: And yeah, we’re ready to crush 2025, for sure.
Daniel Newman: And thank you everybody for being part of The Six Five On the Road with A View from Davos. Hit subscribe, join us for all of our content coverage and conversations here on the ground. It’s been a great event right here on the way in the middle of the World Economic Forum with the backdrop of the Magic Mountain behind us. See you all later.
