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![mvcinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1285902652111499265.png) M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.9K followers
Created: 2025-07-10 17:29:25 UTC

Let's break a huge misconception about ClickHouse, which is XX% owned by $NBIS.

Saying that “it doesn’t matter how much large companies rely on ClickHouse because it’s open source, so they’ll never monetize it” overlooks the proven business models built around open-source software.

Open source doesn’t mean free from monetization — it means the core software code is publicly available, but companies can still build highly profitable businesses by offering value-added products and services on top.

ClickHouse is a perfect example of this model. While the core database is open source and freely available, the company can monetize in several ways:

1) Enterprise Features: Many large organizations require advanced security, compliance, scalability, and integration features that go beyond the open-source version. ClickHouse offers these enhanced capabilities as part of an enterprise edition, which companies pay to access.

2) Managed Cloud Services: Running and scaling ClickHouse at the scale of Tesla, OpenAI, or Anthropic is complex and resource-intensive. ClickHouse’s managed cloud offering takes that burden off customers by providing a fully managed, reliable, and scalable service. Companies pay a premium for this convenience, similar to how AWS or Google Cloud charge for managed databases.

3) Support and Consulting: Large enterprises demand strong technical support, training, and custom consulting to optimize their use of ClickHouse. The company charges for dedicated support contracts, professional services, and architecture consulting.

4) Partnerships and Licensing: ClickHouse can license proprietary tools, integrations, or modules that add further value, creating additional revenue streams.

Because many leading tech companies and enterprises rely on ClickHouse for mission-critical applications, the demand for these premium offerings is strong and growing. This creates a significant opportunity for ClickHouse to become a highly profitable company, similar to other businesses that successfully balance open source with paid enterprise products.

In short, relying on open source does not prevent monetization — it can actually accelerate adoption and create a large customer base eager for premium services.

Companies like Tesla, OpenAI, Anthropic, Microsoft, Meta, ServiceNow, Spotify, and many others are precisely the ones most likely to require and invest in services beyond the open-source offering.

Ask yourself this: Why would ClickHouse exist if there wasn’t a clear path to monetization? For charity? How could it possibly be valued at $6B? 🤔

![](https://pbs.twimg.com/media/GvgwAUMXYAAV4YA.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943361932465180721/c:line.svg)

**Related Topics**
[clickhouse](/topic/clickhouse)
[$nbis](/topic/$nbis)

[Post Link](https://x.com/mvcinvesting/status/1943361932465180721)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

mvcinvesting Avatar M. V. Cunha @mvcinvesting on x 48.9K followers Created: 2025-07-10 17:29:25 UTC

Let's break a huge misconception about ClickHouse, which is XX% owned by $NBIS.

Saying that “it doesn’t matter how much large companies rely on ClickHouse because it’s open source, so they’ll never monetize it” overlooks the proven business models built around open-source software.

Open source doesn’t mean free from monetization — it means the core software code is publicly available, but companies can still build highly profitable businesses by offering value-added products and services on top.

ClickHouse is a perfect example of this model. While the core database is open source and freely available, the company can monetize in several ways:

  1. Enterprise Features: Many large organizations require advanced security, compliance, scalability, and integration features that go beyond the open-source version. ClickHouse offers these enhanced capabilities as part of an enterprise edition, which companies pay to access.

  2. Managed Cloud Services: Running and scaling ClickHouse at the scale of Tesla, OpenAI, or Anthropic is complex and resource-intensive. ClickHouse’s managed cloud offering takes that burden off customers by providing a fully managed, reliable, and scalable service. Companies pay a premium for this convenience, similar to how AWS or Google Cloud charge for managed databases.

  3. Support and Consulting: Large enterprises demand strong technical support, training, and custom consulting to optimize their use of ClickHouse. The company charges for dedicated support contracts, professional services, and architecture consulting.

  4. Partnerships and Licensing: ClickHouse can license proprietary tools, integrations, or modules that add further value, creating additional revenue streams.

Because many leading tech companies and enterprises rely on ClickHouse for mission-critical applications, the demand for these premium offerings is strong and growing. This creates a significant opportunity for ClickHouse to become a highly profitable company, similar to other businesses that successfully balance open source with paid enterprise products.

In short, relying on open source does not prevent monetization — it can actually accelerate adoption and create a large customer base eager for premium services.

Companies like Tesla, OpenAI, Anthropic, Microsoft, Meta, ServiceNow, Spotify, and many others are precisely the ones most likely to require and invest in services beyond the open-source offering.

Ask yourself this: Why would ClickHouse exist if there wasn’t a clear path to monetization? For charity? How could it possibly be valued at $6B? 🤔

XXXXXX engagements

Engagements Line Chart

Related Topics clickhouse $nbis

Post Link

post/tweet::1943361932465180721
/post/tweet::1943361932465180721