The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 20 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
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.”
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 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…”
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 predicts convergence between OLAP and OLTP database technologies
“I think we're going to see this convergence between the two.”
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.”
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: 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.”
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 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 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…”