ClickHouse

So the thing is that I don't think there are going to be a lot more transactional databases because the existing ones are so good.

But in terms of stuff like ClickHouse has been amazing.

I have a customer that actually uses ClickHouse because it's so, so fast for their queries.

And it has a ton of functions, you know, a ton of mathematical functions that I've hardly ever seen in any other database product.

And it's amazing to me that you can have so many features in the SQL language very easily, and they can be super fast when you run them across data.

So if there are store procedures or whatever, that's nice.

Maybe there are not, so you can still write nice SQL queries.

And database products like DuckDB or ClickHouse or Snowflake or whatever, if you have more money, they're really amazing at this stuff.

But before we do, you know, we measured seven data warehouse engines.

So Databricks, BigQuery, Redshift, Microsoft Fabric, ClickHouse, Motherduck and Snowflake.

And so, James, as part of the benchmark, you had to get data into all seven of those engines separately.

So, you know, how much of the project's work was it to just land the data in those seven cloud data warehouses?

And then it's per query time drop so low that they're able to handle all the contention just because DuckDB is a fast query engine.

And so, you know, depending on what's going on, different ones are really good.

So, you know, scan aggregates, like the clear winners on scan aggregates are ClickHouse and MotherDuck.

You know, MotherDuck's slightly more expensive, but can also do joins.

So we're invested in OpenAI, but we're also invested in a lot of other names that people might not be familiar with, which are, we believe, to be critical pieces to the AI infrastructure story.

And so the idea is whether it's OpenAI, which we own, or ClickHouse, or Bastate, or some of these other names, or TensorFlow, we think these are critical pieces to the AI infrastructure question, or if an AI build-out.

But what I think is really the core question is maybe you believe that AI is durable, right? The two questions I posed at the beginning, AI is durable, it's going to grow in the next three to five years, and whether Anthropic is going to have that market share.

If you believe in the first part, but maybe you have questions on the second part because you think that they may not be positioned for personal assistance better than, say, OpenAI or Muse and Meta, then I think there's other opportunities even outside of that, which is what you guys have been talking about, which is the harnesses, other pieces that are very critical to the story that people aren't seeing because it's happening in the private markets.

It's how this inference actually occurs that's really critical.

And so there's a lot of investment on the chip side that you're seeing headlines make all across venture capital.

The other one is, say, ClickHouse, which is extremely important for the AI infrastructure trade.

which is real-time data or extremely quick data and doing that efficiently and cheaply.

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pgrust version 0.4 beta gravity columnar indexes automatic memory and developing in the open this is from malaspur.me this is the rust rewrite of postgres they've just released 0.4 beta and they basically have said they're starting to push the ceiling on what a modern database engine can do So they introduced the Gravity Query Engine, which they state is as much as three times faster than ClickHouse.

So basically they rewrote their JIT compiler from the ground up, and it supports x86, ARM, and WASM.

And it says this new engine supports all Postgres queries and types natively.

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So, you know, sometimes it's little things like I was talking to a colleague, we're going for a walk earlier today, and he was talking about this huge database platform that he's working on, but it's too slow.

And I said, have you heard of ClickHouse? This online analytical processing database, right? And he had never heard of it.

The AI agent didn't suggest it for him.

It's, you know, that kind of insight, my experience helps solve problems in a different way.