Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 6d ago
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
That stock was up between 40% and 50% this week.
They announced their latest quarterly results on Tuesday, and they had a bunch of AI-related news that helped build sentiment.
They launched their AI-native cloud product during the quarter.
As a result of that, they saw recurring revenue from their segment of AI-specific customers triple year-over-year.
They posted 22% sales growth in the first quarter of 2026, but they now expect that 2027 revenue growth will accelerate to greater than 50% because of its embrace in AI.
And I think to Tim's point, one of the most interesting points inside of the report was, DigitalOcean said that they saw by far their biggest growth come from customers that are spending at least $1 million on the platform.
They saw a 78% increase in the number of million-dollar customers that they have.
That, I think, is important because the SaaSpocalypse assumes that those big clients are the ones that have the most financial incentive to do things on their own.
Exactly.
And what DigitalOcean is saying is that, if anything, the opposite is true.
It's the biggest customers that are the most likely to value the company-specific AI integration that a DigitalOcean, that a software-as-a-service company is doing.
That, I think, is the takeaway for SaaS companies, is build those relationships with your strongest customers because they're the ones that are going to be able to
let AI evolve with you, partner with you to take the best from AI rather than becoming shadow competitors.
I'd agree with that in the sense that, I mean, there's still, you know, when I was a kid and learning programming, I learned machine language.
And there's still machine language out there.
It's just so deeply embedded in language after language after model that nobody, hardly anybody, would be able to follow the path all the way down to the zeros and ones that make the computer do the things that the computers are doing.
So...
For me, it's going to be a question of user experience more than anything else.
I think that what the chatbots are doing are collecting valuable data on how do their human users best relate to AI technology.
They'll take that data.
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