The Ledger
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Katz: ClickHouse raised at a $2B valuation with zero revenue
“The Series B that Cotu and Altimeter jointly led at two billion felt expensive. We had no revenue. We had no product. We had control of an open source database. We had no customers. We had 15 employees.”
Katz: AI customers represent less than 12% of ClickHouse's revenue
“The basket of AI companies that's using us in nearly every AI companies built on ClickHouse from Harvey, Sierra, Decagon, Anthropic, OpenAI, et cetera, represents less than 12% of revenue.”
Katz: ClickHouse could go public next year if it wanted to
“We could take the company public next year if we wanted to.”
Katz: ClickHouse generates over $100M with about 100 quota-carrying reps
“We've got about a hundred quota caring salespeople, for example, and I think, you know, our revenue scale is significantly more than a hundred million. And so our average rep productivity is quite high relative to the industry average.”