The Problem
Streaming-analytical databases — engines that combine real-time ingest with sub-second analytical queries — were a category in motion in 2023. ClickHouse, TimescaleDB, Apache Pinot, Apache Druid, and a handful of others all addressed pieces of the problem. None of them, in my view, had gotten the developer-experience layer right. Setting up a production cluster of any of these tools required a dedicated infrastructure team or a multi-thousand-dollar-per-month managed service.
I wanted a streaming-analytical database that ran as a single binary, scaled to a small cluster without a separate orchestration tool, and was understandable end-to-end by a single backend engineer over a long weekend. The closest existing thing was Materialize, but Materialize was venture-funded and increasingly enterprise-focused. There was room at the developer-experience end of the market.
When I left my previous job, the conventional wisdom on starting an OSS infra company was: build the OSS, build a cloud product alongside it from day one, monetize the cloud. Every database company I'd worked at or alongside had done this. Almost none of them had a great cloud product. The cloud was always a thinner thing than the OSS, built faster, and it showed.
I wanted to do the opposite. The same instinct showed up in our experience reading about another open-source database that just raised $17M — the OSS-first pattern was finally getting institutional respect.

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