Paddy Srinivasan, DigitalOcean CEO: Fortt Knox Earnings

DigitalOcean CEO Paddy Srinivasan tells Jon Fortt that his AI-native cloud has 3-4x pipeline coverage vs. capacity, with AI customer revenue up 221% to $170M and million-dollar customer ARR up 179% to $183M—at zero churn. He's taking share from hyperscalers, guides 2027 growth to over 50%, quadruples his GPU footprint to 135MW, and insists that profitability and growth aren't trade-offs. Even NVIDIA H100/H200 prices are still appreciating.