I-SPY With My Little AI 3.0 (Now With Hiring Data) - AI Natives Love TWLO, CRM & DDOG

研报英文原文证据摘录

I-SPY With My Little AI 3.0 (Now With Hiring Data) - AI Natives Love TWLO, CRM & DDOG

Enterprise Software

I-SPY With My Little AI 3.0 (Now With Hiring Data) - May 13, 2026

AI Natives Love TWLO, CRM & DDOG

Key Thoughts. We refreshed our systematic scrape of public subprocessor

disclosures across 82 leading AI-native software companies to gauge which public

software and infrastructure vendors are best represented in the cohort. The May pull

now covers 82 companies, 398 unique vendors, and 1,403 vendor relationships.

This update adds four new companies to the tracker, Intercom, Serval, Legora, Alex Zukin

and Supabase. We view these disclosures as a useful backdoor signal for the azukin@wolferesearch.com

(415) 878-6420

infrastructure, data, observability, security, collaboration, and GTM vendors gaining View Alex’s Research

traction inside the fastest-growing AI-native companies. As always, a vendor's View Comp Table

absence does not mean it is not in use, only that it was not disclosed publicly. Joshua Tilton, CFA

JTilton@wolferesearch.com

Subprocessor Scrape Takeaways. The leaders remain consistent even with the (415) 878-6430

expanded sample. TWLO still screens best among covered public software names View Joshua’s Research

at 54% inclusive of Twilio, SendGrid, and Segment (vs. 53% in March, 54% in Ivan Radojicic

December). CRM remains highly represented at 48% inclusive of Salesforce, Slack, iradojicic@wolferesearch.com

415-878-6424

and Tableau (vs. 47% in March, 40% in December). DDOG was effectively flat at 40%

(vs. 41% in March, 35% in December), still the cleanest public infra software read-

through in the dataset. NET continued to climb to 37% (vs. 32% in March, 26% in

December). On the cloud side, AWS remains the clear standard at 88%, GCP sits at