The Ledger
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why aren't all 42 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
SDR and CSM roles often serve as a crutch, says Aaron Katz
“In my experience, it can often, both of those functions can be a crutch for a broader issue inside of the company.”
ClickHouse sees demand to migrate workloads off Snowflake, BigQuery, and Redshift
“In the cloud data warehouse market, to answer your question specifically around Snowflake, we do see demand for customers to migrate off of technologies like BigQuery and Redshift, and Snowflake either for Cost or performance or both.”
Aaron Katz: Cradle-to-grave sales reps boost efficiency and customer retention
“If you can enable your direct sales team to kind of handle a lead from cradle to grave I think you're going to drive efficiency as part of your sales organization. I think you're going to improve your customers buying experience and you're going to have higher…”
Katz recommends Datadog for hosted APM over stitching custom solutions
“If you are looking to deploy a hosted APM solution, and you asked me objectively, my recommendation, I'd say use Datadog. I'd say that the product, the maturity, the experience is, is considerably better than trying to stitch together something using ClickHous…”
Snowflake was not engineered for low-latency, high-concurrency workloads, says Katz
“Snowflake is a columnar, a data store with the separation of compute and storage like we have with our cloud service. But I don't believe that it was originally engineered to power these extremely low latency, high concurrent analytical workloads.”
Katz: Open source struggles in applications because business logic is too bespoke
“I think the applications are so purpose built that the business logic behind them is so bespoke”
Katz: ClickHouse partnered with Alibaba Cloud on multi-year revenue share agreement
“In China and other parts of Asia, we've partnered with Alibaba, specifically all the cloud for them to redistribute our cloud binary as an enterprise version. And we'll, we have a revenue share agreement in place with them for the next few years.”
ClickHouse is seeing reacceleration across nearly every level of the business
“We're seeing reacceleration almost at every level of the business.”
Katz: ClickHouse will keep its Apache 2.0 open-source license
“We feel that today the right decision for the community is to stay with an Apache two license, and we're excited about that. Like I said before, you know, we're not moving away from open source, quite the contrary.”
Katz: ClickHouse will build a multi-tenant cloud-managed service
“And at the same time in parallel, we are going to build A multi-tenant managed service in the cloud, which will inevitably be deployed on a variety of different cloud platforms, whether it's AWS, GCP, Azure, whether we go to China, like I've done in the past a…”
Aaron Katz saw Elastic lose prominent workloads to ClickHouse
“When I was at the previous company that I worked at another open source technology company, we started to see click house pop up in the wild. And we actually started to lose some pretty prominent workloads to the technology.”
Aaron Katz: ClickHouse skipped enterprise licensing to go straight to cloud
“Having been through that journey, I just decided to skip that first step and go straight to cloud.”
Aaron Katz: ClickHouse intentionally delayed sales team expansion until reaching PMF
“We didn't want to build on the go to market side until we had established product market fit and had referenceable customers.”
Katz: Sony is a customer of ClickHouse Cloud in Asia
“One of the largest, you know, electronics manufacturing companies in the world is, is a customer of ours on cloud specifically in Asia and not even in Japan yet. So and that's Sony.”
Katz: ClickHouse has been used as an AI feature store for years
“And so the reality is ClickHouse has been used for in AI applications or to power AI applications as a feature store for years.”
Katz: Lyft migrated off Druid and onto ClickHouse
“Druid is an example where Lyft recently, the ride-sharing company, migrated off of Druid and onto ClickHouse.”
Katz: eBay migrated off Druid and onto ClickHouse
“EBay is another example of a company that migrated off of Druid and onto ClickHouse.”
Aaron Katz: ClickHouse currently lacks an outbound sales motion
“We really don't right now. We should, we don't.”
Aaron Katz: ClickHouse support engineers handle pre-sales alongside post-sales
“Our support engineers are as involved in pre-sales As they are in post sales.”
Katz: ClickHouse will not mandate a return to office for distributed employees
“We're not going to have some return to work mandate for people that are obviously distributed.”
Aaron Katz predicts convergence between OLAP and OLTP database technologies
“I think we're going to see this convergence between the two.”
Katz: Data storage is being commoditized as stack value shifts
“I think storage is quickly being commoditized and, you know, the value on the stack is both on the front end and on the back end.”
Katz: eBay ingests one billion events per minute into ClickHouse
“EBay, for example, who is ingesting literally a billion events per minute into Clickhouse and then running very complex queries against that data set.”
Katz names Mike Volpe and Peter Fenton top open-source VCs
“And I believe, and there's a lot of very smart people that are deploying capital in this category, specifically open source and infrastructure, but my belief, and I'm biased obviously, is that they are the top two or, you know, two of the top five, let's say.”
ClickHouse has no plans to build its own visualization layer
“Today, we don't have plans to build our own visualization layer, like you've seen other open source companies do. We plan to partner.”
ClickHouse is relocating its engineering team to Amsterdam
“We're actually, they're in the process of relocating to Amsterdam to make it just easier for all of us to do business together.”
ClickHouse counts Spotify, Netflix, Disney, and Uber as customers
“We are taking this very powerful analytical database that's used by companies like Spotify and Netflix and Disney and Uber and eBay and Cloudflare, and we're building a managed service in the cloud that we're calling ClickHouse Cloud.”
ClickHouse Cloud accumulated over 1,000 customers in its first year
“We launched our cloud service a little over a year ago, and we had this phased release where we had a private preview and a public beta, and then made it generally available, and over the course of that year, we've now accumulated over a thousand customers on …”
Katz: ClickHouse workloads are split evenly across SaaS analytics, warehouse migrations, and observability
“Somebody that needs very low latency, high concurrent analytical workloads, typically to power, let's say a B to B SaaS application. That's about a third of the use cases that we see. Another third would be traditional cloud-based data warehouses that are not …”
Katz: Instacart uses ClickHouse for cost control, fraud, and A/B experimentation
“Instacart's a very prominent one and one of the more recent ones that have talked about their use of ClickHouse and in an effort to obviously control their spiraling data warehouse costs, they've looked to ClickHouse to help solve that problem, but also in ter…”
Aaron Katz: ClickHouse has ~170 employees with over 80% in technical roles
“So we currently have about a 170 employees. And 80 plus percent of those are in technical roles or in engineering roles.”
Katz: ClickHouse has nearly 500 companies on Azure waitlist pre-beta
“We have almost 500 companies on the waitlist for our Azure offering. It hasn't even been released in Public beta yet.”
Over half of ClickHouse's revenue comes from outside the US
“And already over half of our revenue comes from outside of the United States.”
ClickHouse plans to add 100 employees over the next year
“We went, basically went from zero to a 150 employees in two years, and we're gonna add another hundred in the next year.”
Katz: ClickHouse handled 30 billion daily events when built at Yandex
“When it was originally written inside Yandex, the data volumes that they were seeing were at the time, you know, some of the highest in the market, you know, let's say, thirty billion events per day.”
Katz: Uber adopted ClickHouse for logging infrastructure to lower costs
“They were evaluating a variety of technologies for their logging infrastructure for their logging platform, which is being used by hundreds of developers every day for a variety of analytical workloads. And the current technology presented a bit of a cost. Con…”
Katz: ClickHouse focuses on real-time analytics, not predictive modeling
“In terms of predictive analytics and modeling, I think that's kind of the last, I wouldn't call it the last mile, but it's something that we're thinking about in the future. It's not something that we are primarily focused on today. We're more focused on the r…”
ClickHouse plans to double core open-source engineering team
“We're going to double the size of Alexei's team as soon as we can”
Katz: ClickHouse had second most active GitHub contributors in 2020
“I think it was the, you know, the second second highest open source database management system on GitHub last year in terms of active contributors and perhaps the fastest growing open source database management system on GitHub alone.”
Katz: Elastic hit $500M+ ARR with 41% international revenue mix
“When I left Elastic, I believe the company was doing a little bit north and a half a billion in recurring revenue at the time. I'm almost certain it was north of 40%. I think 41% of revenue was coming outside of the U.S.”
Katz: ClickHouse employs people across 15 countries, capping expansion to Japan
“So I think we have employees right now in 15 different countries, and we're not adding to that list except for Japan.”
Katz bought clickhouse.com before announcing spin-out to avoid price gouging
“Yeah, clickhouse.com, which to Mark's earlier point is a domain that I purchased earlier this year when engineering this spin out, I thought I better buy this domain now because it's going to get a lot more expensive when we incorporate the company and announc…”