ClickHouse hits $15B valuation as revenue triples in a year — here's the moat
FinanceYF5 · x · 2026-11-02
ClickHouse has reached a $15B valuation with revenue tripling in a year. The analysis argues its edge isn't raw speed but cheaply storing the AI era's biggest new data category: machine-generated logs. The video breaks down four questions: what category of database it is, why everyone uses it, its strengths and weaknesses, and why it acquired Langfuse — grabbing the AI-evaluation entry point and going after Datadog's billing.
More from Venture
- Startup CEO on 90% stock plunge: 'Being cut in half is just another day in the NFL' — davidsenra · 2026-11-02
- YC's 2026 Crypto Startup Guide: 9 Directions, $1B Stablecoin Spend vs Only $54M for AI Agents — FinanceYF5 · 2026-11-02
- Google's TPU economics: Gemini 3.1 Pro costs 76% less per task than Claude Sonnet 5.5 — Beth_Kindig · 2026-11-02
- Anthropic's $100K+ revenue customers hit 11,900, up ~8x in a year — Beth_Kindig · 2026-11-02
- Crusoe CEO says neocloud debt fears overblown amid 'tidal wave' of compute demand — nathanbenaich · 2026-11-02
- Paul Graham: Just Talking to Investors Damages Startups More Than Founders Realize — ycombinator · 2026-11-02