Kloudfuse is a Cupertino-based observability company that unifies metrics, logs, traces, real user monitoring, continuous profiling, and LLM monitoring into a single observability data lake that runs inside a customer's own cloud (VPC) rather than a vendor SaaS. Founded in 2022 by veterans of Springpath, Nicira, VMware, and Cisco, it pitches an OpenTelemetry-native, AI/ML-powered platform that gives enterprises data ownership and 60-80% cost savings versus incumbents like Datadog. It launched out of stealth in November 2023 with $23M in funding and is used by companies including GE HealthCare, Zscaler, Tata 1mg, and Automation Anywhere.
Riverbed Technology is a San Francisco-based IT software company that helps large enterprises see, optimize, and troubleshoot the digital experiences their people and customers depend on. Originally famous for the SteelHead WAN-optimization appliance, Riverbed has reinvented itself around AI-powered unified observability - stitching together network, application, and end-user telemetry, then layering predictive, generative, and agentic AI on top to spot problems and increasingly fix them automatically. Founded in 2002, taken private by Thoma Bravo in 2015 and again by Vector Capital in 2023, it serves thousands of global organizations across finance, government, healthcare, retail, and beyond.