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Tsuga：BYOC可观测性；总融资4500万美元
前Datadog团队的BYOC可观测性平台；种子轮870万欧元，A轮3500万美元。
Tsuga
做的是什么生意
Tsuga builds an AI-era observability platform: deployed into customers' own cloud environments via Bring Your Own Cloud (BYOC), unifying logs, metrics, and traces in OpenTelemetry format, with a focus on controllable cost and data sovereignty.
起因
In 2024, Gabriel-James Safar and Sébastien Deprez founded Tsuga in Paris; the two had previously founded Madumbo (acquired by Datadog) and later led product and engineering at Datadog. Their core judgment was that data volume had a ten-year CAGR of about 30% while IT budget growth was under 10%, AI development made telemetry explode faster, existing 'single pane of glass' promises failed, and what remained was tool fragmentation and runaway bills.
经过
In November 2025 (2025-11), Tsuga came out of stealth and completed a €8.7M seed round led by General Catalyst, with participation from Singular and several angels (Amjad Masad of Replit, Charles Gorintin of Mistral, etc.); the team came from Cognition, Datadog, and Palantir. In June 2026 (2026-06), it raised a $35M Series A led by Singular, with General Catalyst, DST Global, Quantumlight, Picus, and Databricks Ventures participating, for about $45M cumulative; the funds were used to expand GTM and launch the platform, focusing on observability in the AI agent era.
结果
Expanding: as of September 2026, the product uses BYOC plus OpenTelemetry to focus on AI-era observability; after Series A, the team expanded sales and platform implementation, and revenue and customer count have not been disclosed.
背景
Tsuga于2024年在巴黎由Gabriel-James Safar和Sébastien Deprez创立：两人先创建了Madumbo，公司被Datadog收购后，他们在Datadog领导产品和工程。产品是一个“AI时代可观测性平台”，通过“自带云”（BYOC）部署到客户自己的云中，统一日志、指标和追踪，统一采用OpenTelemetry格式，重点控制成本、可扩展性和数据主权。
赌注是结构性错配：过去十年遥测数据（日志、指标、追踪）每年增长约30%，而IT预算增长不到10%；AI驱动的发展使自主代码和临时微服务的遥测数据爆炸式增长。Tsuga认为现有“单一面板”承诺失败；现实是工具碎片化、账单失控和合规盲区——企业需要一个部署在自己环境中、开源优先的可观测性基础。
2025年11月，Tsuga结束隐身并完成870万欧元（约1000万美元）种子轮，由General Catalyst领投，Singular参与；天使投资人包括Replit的Amjad Masad、Alan/Mistral的Charles Gorintin、Mirakl的Philippe Corrot等；团队成员来自Cognition、Datadog和Palantir。
2026年6月，公司完成3500万美元A轮，由Singular领投，General Catalyst、DST Global Partners、Quantumlight、Picus以及Databricks Ventures参与，累计约4500万美元。资金用于扩大销售和市场活动，加速平台推出；官方定位是支持“下一代AI代理”的可观测性需求。
这件事要成立，得有什么
- 团队了解痛点：Madumbo被Datadog收购；核心成员见证了碎片化和失控账单。
- 结构性错配：遥测数据年增30%，预算增长低于10%；按量计费在AI时代恶化。
- BYOC加开源优先实现差异化：部署在客户云中，确保主权、治理和成本控制。
- 快速扩张：种子轮后7个月完成A轮；DST Global和Databricks Ventures投资。
可借鉴之处
寻找范式差距：可观测性需求存在，但成本模型在新数据量下失效；BYOC加开源优先将自主权变成卖点。
后续进展
截至2026年9月1日：Tsuga完成种子轮（870万欧元，2025年11月）和A轮（3500万美元，2026年6月），累计约4500万美元；投资者包括General Catalyst、Singular、DST Global和Databricks Ventures；资金用于GTM扩张和平台推出，聚焦AI代理时代的可观测性。公司处于早期扩张阶段，未披露客户数或营收。
资料来源
- Tsuga Raises €8.7 Million to Help Enterprises Manage Exploding Data Volumes
- Tsuga: €8.7 Million Raised To Help Enterprises Manage Rapidly Increasing Data Volumes
- Paris-based observability startup Tsuga raises $35 million Series A
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