I predict it will be Pydantic next to get picked up by someone for logfire and agent framework.... fine as long as all these open source projects stay open source then good for them
Just did a funding round. In a sign of the times clickhouse used to be an interesting DB product, but is now a "database software that companies can use as they develop AI agents "
<i>Database technology startup ClickHouse Inc. has raised $400 million in a new funding round that values the company at $15 billion — more than double its valuation less than a year ago. </i>
The fundraising market is very interesting right now. You have to have some AI and agenr narrative without which you do not look very forward looking. You might be a database company with million in revenue but if you do not have a AI narrative you would not be perceived as forward looking as compared to a startup thats burning through millions in token with no path to profitability. It has become table stakes and the new reality for startups.
As a big Clickhouse fan, agent evals are where their product really shines. They're buying into market segment where their product is succeeding so they can vertically integrate and tighten up the feedback loop.
For those building applications with Langfuse and Clickhouse - do you like these products? I get the odd request to do an AI thing, and my previous experience with LLM wrappers convinced me to stay away from them (Langchain, Llamaindex, Autogen, others). In some cases they were poorly written, and in other ways the march of progress rendered their tooling irrelevant fairly quickly. Are these better?
SaaS company pivots to AI. Gets funding rebranded as AI company. Buys a company that actually knows it.
It’s still early but I question how much of these SaaS companies will continue. I’d rather connect Claude or whatever to do my task than have to learn a new platform let alone login to it.
I'm surprised it's not mentioned yet, but this seems to compliment last year's acquisition of observability tool HyperDX[1] (part of ClickStack[2]) quite well. I'm in the market for a new o11y platform and it seems all vendors are working to add LLM observability one way or the other, if they haven't added it already.
This is part of a bigger consolidation trend, AI hype or not: which general-purpose data vendor gets to store and query all of your observability and business data?
Snowflake acquired Observe last week, AWS made it easy in December to put logs from Cloudwatch in their managed iceberg catalog, and Azure is doing a bunch of interesting stuff with Fabric.
The line between your data lake/analytics vendor and observability vendor is getting blurry.
Very sad, for all their marketing around EU, GDPR, privacy and so on. I feel dumb for having fell for it a little.
This is a big reason why there are so few EU tech startups, they get bought out if they're doing well, more and more consolidation in tech, more and more "exits".
It seems like an expansion play from their team and their end vision as both a platform (clickhouse + postgres) and product (observability) seems to be pretty good combo that fits hand in hand.
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[ 946 ms ] story [ 179 ms ] threadevery single day there is an acquisition on here. what's going on in the macro?
Interesting headline for a checks notes time series database company.
<i>Database technology startup ClickHouse Inc. has raised $400 million in a new funding round that values the company at $15 billion — more than double its valuation less than a year ago. </i>
https://www.bloomberg.com/news/articles/2026-01-16/clickhous...
Acquired hyperdx[1] for their clickstack[2] observability platform and adding langfuse to a bunch of other llm related acquisitions and products
They're really building out a snowflake / databricks alternative
[0] https://clickhouse.com/cloud/postgres
[1] https://clickhouse.com/docs/cloud/manage/hyperdx
[2] https://clickhouse.com/use-cases/observability
It’s still early but I question how much of these SaaS companies will continue. I’d rather connect Claude or whatever to do my task than have to learn a new platform let alone login to it.
1: https://news.ycombinator.com/item?id=44194082 2: https://clickhouse.com/use-cases/observability
Snowflake acquired Observe last week, AWS made it easy in December to put logs from Cloudwatch in their managed iceberg catalog, and Azure is doing a bunch of interesting stuff with Fabric.
The line between your data lake/analytics vendor and observability vendor is getting blurry.
This is a big reason why there are so few EU tech startups, they get bought out if they're doing well, more and more consolidation in tech, more and more "exits".
It seems like an expansion play from their team and their end vision as both a platform (clickhouse + postgres) and product (observability) seems to be pretty good combo that fits hand in hand.