I'm assuming that there's a communications lockdown and freeze ahead of an IPO, and that extends even to reviewing pull requests. But I know jack and perhaps I'm just seeing ghosts.
Datadog. I've used their products for years and I believe in their team. Picked most of what I have up after their ipo. Hashicorp is similar (but I haven't been a paying customer of theirs).
I'm a timid investor and am pretty nihilistic about tech in general. I forget the exact Charlie munger quote, but it was something about staying in your circle of competence.
