Doshane Capital 🏦

Today we’re announcing the largest expansion of ClickHouse since we launched ClickHouse Cloud, and we’re welcoming the @xata team to ClickHouse. ClickHouse now serves more than 5,000 customers, including DoorDash, Ramp, Meta, Tesla, Cisco, and Visa. What began as an open source analytical database is now a platform for the full set of data-intensive workloads behind modern applications. Launching today 🚀 ClickHouse Managed Postgres is generally available. ClickHouse Observability is in public beta. ClickHouse Security is in private preview. Langfuse AI Gateway is in public beta. And with the acquisition of Xata, the agent-native Postgres company, we’re accelerating instant branching, cloning, and scale-to-zero environments for developers and AI agents. Welcome, Xata! One open, composable foundation to build, observe, and secure applications. Read the full announcement: clickhouse.com/campaigns/pla…

BREAKING: 🇺🇸 Over $3 trillion erased from the US stock market today.

On today's stock market crash: As an investor, on days like today, you have to ask yourself one question: What fundamentally changed over the last 24 hours? The shift in the fundamental backdrop cannot be attributed solely to the Midterm Election results; markets had already largely priced in the outcome. So, what changed between yesterday and today? What is the fundamental reason for today's decline? One of the most likely catalysts is growing concern about a potential "ban" on AI, or at the very least, severe regulation of the industry. Over the last 24 hours, Democratic lawmakers have publicly called for restrictions on advanced AI development, including an outright "ban on artificial superintelligence." Frankly, an outright ban will not happen. Such a ban, if even possible to enforce, would effectively mean the US surrendering its position in the global AI race to China. Does this mean AI is "over" or today's stock market crash marks "the end?" Absolutely not. Rather, we believe we are witnessing a sudden shift in sentiment colliding with excessive levels of leverage, potentially triggering forced liquidations by several major institutional investors. Therefore, today's downturn is more technical than fundamental. This is not to discount the concerns around regulation, they are legitimate. But price action right now does not look orderly or rational. We are in the midst of the biggest technological revolution in human history. Zoom out and remain calm.