Solutions @DigitalOcean Opinions are mine
Remote →
Joined August 2018
- Tweets612
- Following367
- Followers223
- Likes2.3K
Alexis Reyes retweeted
"We have 680,000 paying customers, and no customer is bigger than high single digits in terms of concentration."
AI-native companies need more than resold GPUs. They need an integrated software and hardware platform to build, deploy, and run agents to scale.
Our CEO @paddix joined @theinformation to discuss what makes DigitalOcean different by design.
Alexis Reyes retweeted
DigitalOcean CEO Paddy Srinivasan says the company isn't a neocloud competing solely to rent GPUs.
“We don't just sell GPUs. We sell a whole cloud platform. We sell a platform for agents to execute.”
“We are different by design.”
He explains how DigitalOcean's customer base and broader software platform differentiate its business:
Supported by @digitalocean
Alexis Reyes retweeted
We @DigitalOcean are different by design.
That starts with who we serve, what we build and how we monetize our infrastructure:
→ 680,000 paying customers, spanning a broad base of developers and businesses.
→ A full cloud platform: compute, storage, databases, inference and agent execution.
→ Software that creates multiple revenue streams from the capacity we bring online.
→ A differentiated financial profile: 60%+ growth guidance for 2027 with positive operating margin and cashflow
As agents move into production, they need memory, data, orchestration and secure sandboxes. Bringing these capabilities together on one cloud creates value for customers and increases the revenue we can generate from every megawatt.
Our growth equation has two levers: expanding capacity and delivering more software value on that capacity.
In this interview, I explain how that architecture shapes our business and why we’re built for the agentic era. 👇
$DOCN
youtube.com/watch?v=DlcoL62B…
Alexis Reyes retweeted
Day zero and Kimi K3.1 Pro is now LIVE on @digitalocean serverless inferencing
.@Kimi_Moonshot K3.1 Pro is #4 of 221 models on the @ArtificialAnlys Intelligence Index (as of Oct 23), and you can download the weights.
It’s now on DigitalOcean Serverless Inference. Upgrading from K3 is a one-string change. do.co/4xsz0fI
Alexis Reyes retweeted
The smartest founders continue to flee to quality as junk data centers and missed deadlines put their businesses at risk.
I’ve spent my career working in public at startups. Earnings is a new version of it at DO. Showing the world your homework every 90 days is a unique crucible.
Q3: AI ARR crossed $376M, up 288% YoY, and profitable. We're shipping world-class metal and software. We stand alone vs neoclouds.
🚀 🌝
Q3 2026: Revenue of $321M, up 40% YoY, our highest growth in a decade and our fifth straight quarter of acceleration.
Record $160M in incremental ARR (+266% YoY). 45% adjusted EBITDA margin. 23% adjusted operating income margin.
Token volume grew ~10x QoQ, and ~60% of revenue came from customers on four or more products. The AI-Native Cloud is landing as a complete platform.
Raising $DOCN outlook again: 44-45% growth in Q4 and 60%+ for FY 2027. do.co/4iniqZZ
Alexis Reyes retweeted
Our CEO @paddix is heading to Austin for @TomorrowXSummit, Nov 17–18, joining the CEOs building across the AI stack. 🎤
Joining the @TomorrowXSummit lineup: Paddy Srinivasan (@Paddix), CEO of DigitalOcean (@digitalocean) $DOCN.
November 17-18 at the Moody Center in Austin. Hosted with @GavinSBaker and @atreidesmgmt, @antoniogracias and Valor Equity Partners, @rbiscardi and @iconnections_io.
Registration link below.
You don't want to miss these!
If you’re building with agents, models or data, we’ll probably be in the same room this month. @Box|Works, @lancedb Reverie, @sgl_project Summit, @TomorrowXSummit, @foundersysk, plus a happy hour with @sgl_project after their Summit. Come find us.
Alexis Reyes retweeted
We are going to be busy !! Our @digitalocean team is bringing Agent Flow and Token Flow conversations to BoxWorks (@Box), LanceDB Reverie (@lancedb), SGLang Summit (@sgl_project), @TomorrowXSummit, and Founders You Should Know (@foundersysk).
Come find us. We’d love to hear what you’re building, what’s working, and where you’re getting stuck.
If you’re building with agents, models or data, we’ll probably be in the same room this month. @Box|Works, @lancedb Reverie, @sgl_project Summit, @TomorrowXSummit, @foundersysk, plus a happy hour with @sgl_project after their Summit. Come find us.
Reminds me of gather.town but for agents.
Your AI coworkers now have an office.
@getskydive is open to everyone. Build a team of agents, watch them work in a 3D office, and hand them tasks over Slack, email, iMessage or the web.
Claim your company’s domain to put your office on the map. They work for free this week.
Give your @bot the ability to deploy and manage your applications. Super simple setup. It's like having an employee 24/7 running managing your @digitalocean account. Give it a try!
DigitalOcean is on @Grok @bot. Sign in once, then ask in plain English to deploy to App Platform, launch Droplets, manage databases and DNS, or check what you’re spending. It shows a cost estimate before anything billable runs. x.ai/bot/plugin/79762613
How are you all automating your agents?
DigitalOcean offers microvms!
A restored agent microVM starts running before its memory is loaded. Pages come from storage only when the guest touches them.
On the warm-template path, request to serving traffic takes under 200 ms at p50 in our internal testing. do.co/4soRAnA
