Rory O'Driscoll

I think you're just assuming everyone uses it, which maybe is a rational bet.

Once in a while, these products come into market where just every single person uses the product.

And open source, it's actually common.

It's just hard as heck to monetize it the way ClickHouse does.

That's the clever part, right?

Is that, and I'm not even an open source expert, but it's brutal if everyone just goes around and hosts it yourself and builds their own version and forked it, right?

They nailed this.

They nailed it.

Yeah, two to three years at three to four X growth at 350, it pencils out, right?

Well, didn't we talk about this last week when I said Andreessen should target 50% market share, not 10% to Rory's insight?

I said they can get past the competitive issues.

So, yes.

Sequoia's passed it.

Different partners, different funds.

I mean, so let's imagine they're at $300 million this year.

And when they did the round before, they're at $100 or $100 something.

You can justify the step up based on that.

You can also challenge it using Rory's math.

What I think people might not get, this product's like 50 times better than at the $2 billion, $2.5 billion round.

It's not a little bit better.