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OpenAI, Anthropic, Tesla, LangChain, Vercel — all rely on ClickHouse - unmonitored for real-time analytics at massive scale. Here’s how ClickHouse became the database of choice for the world’s top AI companies. Watch full episode here👇

Superhuman AI

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848,573 Aufrufe • vor 9 Monaten •via X (Twitter)

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Everything you ever wanted to know about ClickHouse but were afraid to ask... I interviewed the creator and CTO of ClickHouse, Alexey Milovidov and we discuss: • Why AI companies like OpenAI are adopting ClickHouse • How its architecture has evolved since 2009 • How ClickHouse leverages Bayesian statistics for kernel instruction set optimization • Where ClickHouse positions itself in the data landscape (LanceDB, MinIO , Iceberg) • What Alexey thinks about other OLAP database technologies (spoiler alert: he was complimentary) • ClickHouse features like vector data types, hyperloglog / data sketches, replacing ZooKeeper with ClickKeeper, writing a Apache Calcite-like query optimizer / analyzer from scratch • How ClickHouse Cloud balances the needs of its paying customers and 1000s of open source community members ... and much, much more. The link to the interview and full transcript is in the replies.

Everything you ever wanted to know about ClickHouse but were afraid to ask... I interviewed the creator and CTO of ClickHouse, Alexey Milovidov and we discuss: • Why AI companies like OpenAI are adopting ClickHouse • How its architecture has evolved since 2009 • How ClickHouse leverages Bayesian statistics for kernel instruction set optimization • Where ClickHouse positions itself in the data landscape (LanceDB, MinIO , Iceberg) • What Alexey thinks about other OLAP database technologies (spoiler alert: he was complimentary) • ClickHouse features like vector data types, hyperloglog / data sketches, replacing ZooKeeper with ClickKeeper, writing a Apache Calcite-like query optimizer / analyzer from scratch • How ClickHouse Cloud balances the needs of its paying customers and 1000s of open source community members ... and much, much more. The link to the interview and full transcript is in the replies.

Michael E. Driscoll

17,747 Aufrufe • vor 1 Jahr

Go from zero to prod with ClickHouse® in less than 3 hours. We nearly hit the X video length limits with this, but we’re sharing almost 3 hours of education on the ClickHouse database. Watch the whole thing, or skip to the sections you care about. 00:00 ClickHouse distributed architecture explained 22:18 Mastering ClickHouse schema design 48:46 ClickHouse Engines deep dive 01:27:53 How to scale ingestion in ClickHouse 01:48:10 How developers ingest to ClickHouse 02:11:42 Materialized views guide 02:32:51 How to evolve ClickHouse schemas in prod Oh and by the way, we know that you know this, but we are obligated by *cough* somebody’s lawyers *cough* to tell you that Tinybird is not affiliated with, associated with, or sponsored by ClickHouse, Inc. and ClickHouse® is a registered trademark of ClickHouse, Inc.

Go from zero to prod with ClickHouse® in less than 3 hours. We nearly hit the X video length limits with this, but we’re sharing almost 3 hours of education on the ClickHouse database. Watch the whole thing, or skip to the sections you care about. 00:00 ClickHouse distributed architecture explained 22:18 Mastering ClickHouse schema design 48:46 ClickHouse Engines deep dive 01:27:53 How to scale ingestion in ClickHouse 01:48:10 How developers ingest to ClickHouse 02:11:42 Materialized views guide 02:32:51 How to evolve ClickHouse schemas in prod Oh and by the way, we know that you know this, but we are obligated by cough somebody’s lawyers cough to tell you that Tinybird is not affiliated with, associated with, or sponsored by ClickHouse, Inc. and ClickHouse® is a registered trademark of ClickHouse, Inc.

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A top moment from our latest episode: Dan Ives on why the coming wave of AI IPOs – SpaceX, Anthropic, OpenAI – is a net positive for the broader market.

A top moment from our latest episode: Dan Ives on why the coming wave of AI IPOs – SpaceX, Anthropic, OpenAI – is a net positive for the broader market.

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This isn’t talked about nearly as much as it should be. In a few years, $NBIS' 28% stake in ClickHouse could be worth close to its entire current market cap. Just listen to what a Senior Staff Software Engineer at $TSLA had to say: "Data in ClickHouse is better than data anywhere else. No other system lets you slice and dice your data, ask interesting questions, and get answers in an acceptable amount of time. There's nothing out there that competes with ClickHouse." That explains why it’s trusted by OpenAI, Anthropic, Microsoft, Meta, Cloudflare, ServiceNow, and dozens of other top-tier names. The most recent funding round valued ClickHouse at $6.35B. I wouldn’t be surprised if it IPOs in a few years at a much higher valuation. For $NBIS, this is a massive hidden lever, potentially unlocking billions in non-dilutive, essentially free capital to reinvest into its core business.

This isn’t talked about nearly as much as it should be. In a few years, $NBIS' 28% stake in ClickHouse could be worth close to its entire current market cap. Just listen to what a Senior Staff Software Engineer at $TSLA had to say: "Data in ClickHouse is better than data anywhere else. No other system lets you slice and dice your data, ask interesting questions, and get answers in an acceptable amount of time. There's nothing out there that competes with ClickHouse." That explains why it’s trusted by OpenAI, Anthropic, Microsoft, Meta, Cloudflare, ServiceNow, and dozens of other top-tier names. The most recent funding round valued ClickHouse at $6.35B. I wouldn’t be surprised if it IPOs in a few years at a much higher valuation. For $NBIS, this is a massive hidden lever, potentially unlocking billions in non-dilutive, essentially free capital to reinvest into its core business.

M. V. Cunha

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🎙️ Mic For Her is live! Here’s a first look at Episode 1 👇 Watch the full conversation here:

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Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Long Nebius and make sure to follow me Melvin for more underlooked AI oppurtunities.

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Long Nebius and make sure to follow me Melvin for more underlooked AI oppurtunities.

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.Aaron Katz raised $50M for ClickHouse with no deck, no product, no customers. On Gradient Dissent he calls out Snowflake, Datadog and Databricks by name, talks wiring $100M out of SVB before it collapsed, and why he's building the fastest database in AI for agents not humans.

.Aaron Katz raised $50M for ClickHouse with no deck, no product, no customers. On Gradient Dissent he calls out Snowflake, Datadog and Databricks by name, talks wiring $100M out of SVB before it collapsed, and why he's building the fastest database in AI for agents not humans.

Weights & Biases

75,914 Aufrufe • vor 5 Monaten

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

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