ClickHouse

Serenity

@aleabitoreddit

Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$87. I covered Nebius a ton late last year and at the start of this year. Focusing on sum of parts from Avride to Clickhouse to how their balance sheet help them scale up their AI Cloud. Was a little disappointed with timing, in terms of the massive drop in Dec/Jan. But glad to see the company keep on delivering as Nebius is my favorite Neocloud in the entire sector. I think we’re witnessing the rise of the next hyperscaler.

Daniel Koss

@daniel_koss

Life of a $NBIS investor: scroll X and randomly learn 1. Microsoft pays them 40% upfront 2. They delivered the second tranche in time, in February 3. OpenAI now uses ClickHouse Just a normal weekend of winning, I guess.

Ren

@ren_stocks

$NBIS JPMorgan’s observability expert flagged OpenAI moving logs to ClickHouse (28% owned by $NBIS) as a notable defection from Datadog at hyperscale. OpenAI defects from Datadog to ClickHouse because log ingestion + retention at scale is too expensive on third-party platforms. Nebius rips the Bullish for $NBIS

M. V. Cunha

@mvcinvesting

🚨 ClickHouse just announced that it has reached over 4,000 customers and $250M in ARR. The company added more than 1,000 customers in a single quarter since January and more than tripled ARR YoY. $NBIS owns a ~25% stake. https://t.co/9JMaJbYZO8

Arpit Bhayani

@arpit_bhayani

Here's something interesting... Postgres's shared_buffers cache gets more expensive with every connection you open, and it is because of how the OS manages memory pages... The OS hands out memory in 4 KB pages by default, and each backend process maps the entire shared_buffers segment through its own page tables. More connections -> more copies of that mapping, so the number of page table entries scales linearly with the connection count. Huge pages (THP) help here because they increase the page size far beyond 4 KB. With a 2 MB page, each page table entry covers much more memory than a 4 KB page, so the number of page table entries shrinks, and the TLB (Translation Lookaside Buffer) can now cover almost the entire hot working set. This way, reads do not need to go to the page table because the required entries are found in the TLB. This is why even ClickHouse Managed Postgres pins every server's buffer cache to huge pages. In fact, it actually refuses to boot rather than silently falling back to 4 KB pages. Hope this helps. -- came across this ClickHouse blog on tdd[.]cat

Katyayani Shukla

@aibytekat

You spent $3,600 a year on Google Analytics 360. Then $2,400 on Mixpanel. $1,800 on Amplitude. $1,200 on Heap for product analytics. All tracking the same visitors, the same events, the same funnels in systems that send your user data to third-party servers you don't control. Then GDPR enforcement tightened and you realized Google Analytics got banned in France, Austria, and Italy for transferring EU data to US servers without proper safeguards. Your analytics stopped being compliant. You opened the Google Analytics 360 pricing page. Enterprise needs a sales call. Starts at $50,000 per year minimum for most mid-market companies. You opened Mixpanel. Growth is $20 per month baseline plus usage. Enterprise is custom pricing. You opened Amplitude. Plus is $49 per month. Growth and Enterprise need custom quotes. You are paying thousands per year to send your visitor data to servers in another country in 2026. Now meet Plausible Analytics. A free and open source web analytics platform that runs on infrastructure you control with privacy-first tracking, no cookies, and GDPR compliance built in. Lightweight script. Real-time dashboards. No personal data collection. Built in 2018 when the founders realized website owners were violating GDPR without knowing it. Google Analytics uses cookies and persistent identifiers that require consent banners. Privacy-focused teams needed analytics that tracked traffic without tracking individuals. They wanted clean insights without compromising visitor privacy. They built a cookieless analytics platform that measures traffic not people. Elixir and Phoenix on the backend, React on the frontend. ClickHouse for event storage. No cookies. No persistent identifiers. No personal data. IP addresses are never stored. All key metrics on one page. Public dashboard sharing. Goal tracking and conversion funnels. Google Search Console integration. Email and Slack reports. 28,052 stars. 1,745 forks. AGPL-3.0 license. Active development this month. Here is what Plausible gives you: → Privacy-first tracking with no cookies or personal data → GDPR, CCPA, and PECR compliant by default → Lightweight script under 1KB that loads instantly → Real-time dashboard with all metrics on one page → Goal tracking and conversion funnels → Custom events and pageview tracking → Google Search Console keyword integration → Email and Slack reports with spike notifications → Public dashboard sharing with simple links → Team collaboration with role-based access → Revenue tracking and ecommerce analytics → Self-hosted or managed cloud deployment Here is what Plausible costs: Zero for self-hosted. Forever. No visitor limits. No event caps. No data retention fees. Google Analytics 360 charges $50,000 minimum per year. Plausible doesn't. Mixpanel charges $20 per month plus usage fees. Plausible doesn't. Amplitude charges $49 per month minimum. Plausible doesn't. Heap charges per session with enterprise pricing. Plausible doesn't. Here's the wildest part: Plausible's tracking script is under 1KB. Google Analytics is 45KB. Your website loads 45x faster on analytics alone. No cookie consent banners because there are no cookies. EU privacy regulators approve it because no personal data crosses borders. Companies like Buffer and Basecamp switched because they wanted analytics that respected user privacy by default. For a company paying Google Analytics 360, you save $50,000 a year. For a startup on Mixpanel Growth, you save $2,400 a year. Your visitors. Your data. Your infrastructure. 100% Open Source. (Link in the comments)

Aaron Katz

Co-founder & CEO

Former longtime Salesforce sales leader who co-founded ClickHouse, Inc. in 2021 and serves as CEO.

Kevin Egan

Chief Revenue Officer

Leads global go‑to‑market and revenue organization after senior sales leadership roles at Atlassian, Slack, Dropbox, and Salesforce.

Tanya Bragin

VP Product & Marketing

Leads product and marketing for ClickHouse, responsible for product direction and go‑to‑market; frequent public spokesperson for the company.

Jens Luebben

Regional Vice President

Previously at Cloudera · Greater Munich Metropolitan Area

Joined Jun 2026

Previously at Chainguard · Falls Church, Virginia, United States

Joined Jul 2026

Previously at Aerospike · New York, New York, United States

Joined Jun 2026

Previously at Snowflake · New York, New York, United States

Joined May 2026

Previously at Cloudflare · San Francisco, California, United States

Joined May 2026

Sergey Kuznetsov

Senior Database Reliability Engineer

Previously at EMCD · Miami-Fort Lauderdale Area

Joined Jun 2026