ClickHouse vs Snowflake

Introducing ClickHouse's new TimeSeries Engine: Your drop-In Prometheus replacement

ClickHouse PromQL support lets you store Prometheus metrics in ClickHouse Cloud, query them using familiar PromQL, and bring metrics together with your logs and traces without rewriting queries in SQL.

Value of Massive AI Customer Contracts Under Scrutiny

Kyle Harrison, General Partner at Contrary, analyzes how AI-native companies differ from traditional SaaS in customer value. He argues that market cap per customer reveals stark differences (Snowflake ~$8.7M vs ZoomInfo ~$34K). Net dollar retention (NDR) is the most statistically significant predictor of revenue multiples (R² = 0.557). AI companies face lower gross margins (~52%) due to inference costs, requiring 1.54x contract value to match SaaS gross profit. He highlights the concept of "ERR" (experimental run-rate revenue) vs ARR, cautioning that much AI revenue may be experimental and not durable. The piece emphasizes that large customers ("whales") matter most, but contract durability is as important as size.

• Snowflake's market cap divided by customers equals roughly $8.7M per logo.
• ZoomInfo's market cap per customer has dropped from $580K in 2022 to $34.6K, stock down -93%.
• Net dollar retention (NDR) accounts for ~56% of the variation in revenue multiples across 39 software companies.

Evaluating Composable vs. Packaged CDPs

This article provides a framework for choosing between a composable customer data platform (CDP) built on a cloud data warehouse and a traditional packaged CDP. It outlines four key evaluation criteria: existing data infrastructure, the balance between engineering reliance and marketer autonomy, real-time latency requirements, and cost structure/data ownership. Composable CDPs fit organizations with centralized data warehouses and in-house engineering, while packaged CDPs suit those needing turnkey solutions with faster time-to-market. The content is sourced from MarTechBot, an AI trained on MarTech archives.

• Composable CDPs are built on cloud data warehouses like Snowflake, Databricks, or Google BigQuery.
• Composable CDPs require data engineering resources for pipeline management and identity stitching.
• Packaged CDPs provide out-of-the-box UIs, visual segment builders, and pre-built connectors for marketing teams.

Axios launches AI content feeds, revenue exceeds 2026 goal

Axios has achieved its 2026 revenue goal ahead of schedule and is introducing Axios Direct, a new product offering content feeds for AI models and agents, targeting three customer segments. The first feed, aimed at investment firms, will provide AI-era updates of Bloomberg terminals and RSS feeds. The second feed will enable companies with internal AI models to ingest Axios content directly, and the third will allow individual subscribers to access feeds via personal AI agents. Axios CRO Jacquelyn Cameron announced the plans at the Digiday Publishing Summit, noting two-year deals for the first feed and potential future participation in AI content marketplaces.

• Axios achieved its 2026 revenue goal in September 2026, ahead of the previous year's end-of-October.
• Axios will launch Axios Direct, a product providing content feeds for AI models and agents, targeting three customer types.
• The first Axios Direct feed is designed for investment firms and will be sold on an annual fee basis, with two-year initial deals.