Rory O'Driscoll

And folks are already using it.

Tesla already figures out this works because they're early in AI.

Everyone's already figured out this is best of breed, but they nail the conversion from free open source to closed source hosting.

And then fast forward today, Anthropic and everybody needs it.

But this is not a product that was born at the start of this year.

I'm not a total expert, but man, just go find your ClickHouse.

I mean, it's easier said than done, but this is not a brand new product.

Replit's 10 years old too.

These are old products that found their AI tailwinds and blew up.

I think it was only doing 50 million a year ago, right?

ClickHouse or something like that or less.

I don't know, but I guess Databricks is your comp, right?

Which is, I guess, is a large assumption that it's even better because everyone in AI is going to use ClickHouse.

You're assuming one way or another, you're going to get like 100%, almost 100% market share.

And some will be directly competitive with the Databricks or even Elastic or the, I think the CO was and others.

Others will be quite complimentary.

It's not, but you're just assuming.

I think the bet is, I don't know.

I didn't see the deal at 15 billion.

Maybe Rory did.