Wondered the same. Assume this is a threat to their business? An open source competitor can do something cool so they want to kill the functionality?

We use DD, and we have to use Otel for our Elixir apps to ingest spans into DD because there are no DD SDKs for Elixir or Erlang.

From the perspective of a customer, I can tell you that DD already has quite a bit of a moat. Their main competitive advantage, and what got us into using it, is being able to correlate data across APM, custom metrics, and logging through the use of tagging. They then densely link data together across the platform. There is also a built-in Jupyter-style notebooks. By correlating data like that, you get more value out of ingesting as much data into DD as you can. There are some additional services we're not using, such as auto-correlation with ML (and alerting for anomaly detection), and security monitoring that also looks across the entire platform using their ML tech.

Like AWS/GCP/Azure, it can get expensive, quite fast, using on-demand pricing, so there are negotiated annual contracts. Right now, our team is small, and to replicate the functionality we do use, using self-hosted open-source tooling, we might as well hire another engineer for just setting up and maintaining such a platform.

I get it that, you want to defend the moat and that eroding the little things can lead to eroding the big things. As I see it though, if you need those correlations, you'll need a certain scale and team size before it makes sense to build out something like that for yourself.

I am one of the maintainers. We are building a DataDog alternative with native support for opentelemetry.