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ClickHouse Have Entered the Observability Building

It was one of those announcements that was, in almost equal parts, both seismic and inevitable. Having spent many years providing the platform on which other vendors have built performant and scalable observability solutions, it seemed to be just a matter of time before ClickHouse would enter the market themselves. It's a move that comes us a surprise to absolutely nobody and this is the culmination of a process that has arguably been in the works for some time. The company engineers had already gained experience of building their own observability backend when they replaced Datadog with their own in-house solution.

Even before entering the market as a vendor, they have had a strong presence in the space as thought leaders, spelling out their vision for SQL-based observability. And then, of course, came the acquisition of HyperDX. It was never likely that this was going to be a case of HyperDX being shuttered away as an in-house observability solution.

A Backend Searching for a UI

As Altinity’s Josh Lee has pointed out in a number of illuminating talks, ClickHouse was not just a database - it was an observability infrastructure in need of a UI. The HyperDX acquisition meant that that need was fulfilled and it was only a matter of time before a ClickHouse observability solution would enter the market. The blog announcing the launch also shed new light on the logic behind the HyperDX acquisition. Although they are not a vendor with a large share of the market in financial terms, they were, nevertheless, a strong cultural and technological fit.

Even though they do not have a strong profile in the corporate market, their commitment to open source means that they have been built up a strong following amongst the developer community – an approach which has also been a highly successful strategy for vendors such as SigNoz. In addition, the ClickHouse engineers were highly impressed with the tight integration between the HyperDX front end and the database engine. The current focus of HyperDX is on developers, but given the existing ClickHouse database customer base, with its roster of tech behemoths, you would also expect they are well placed to offer an end-to-end solution for hyper-scale observability.

Could there be a rug-pull?

As commentators such as Dotan Horovits have observed, there always dangers in depending on vendor-managed OSS projects. In this case though, we don't see ClickHouse pulling the plug. Firstly, open source is truly in the DNA of the company's founders and engineers. Secondly the experience of Terraform and Redis has shown that the community can quickly fork the project and align product development with the needs of the community. ClickHouse is used by many of the largest companies on the planet as well as a whole swathe of observability vendors. There would be a large pool of highly skilled engineers who could step into the breach. The fact that HyperDX also built up its reputation and developer following as an OS project is also a factor. Obviously, anything can happen but shifting to a more restrictive license would not be without risks.

Where's The Value?

As we know, there are already a number of full stack solutions on the market that are built on the ClickHouse backend. So, what is the advantage of ClickStack over these existing offerings? According to the release blog, one of the biggest advantages is superior integration between the application layer and the database. Having built the database engine, ClickHouse engineers have the knowledge to maximise performance. In reality, we wonder whether this will be a major issue for all but the most performance hungry of customers. Dash0, for example, is built on ClickHouse and it delivers lightning fast performance.

ClickStack, however, is not just about speed. It also addresses other critical concerns within the observability lifecycle. The ClickStack solution offers full OpenTelemetry support and ships with an OpenTelemetry Collector. For companies that have in-house observability expertise this may not be too much of a win as there is already a ClickHouse oTel exporter, for others the convenience of having a ready-made pipeline may be attractive. There is a set of 11 SDKs for popular languages such as Python, Java and Golang – interestingly there is no .NET SDK.

And of course, debug tooling...

The release article describes ClickStack as being 'opinionated' and one of the forms this takes is a preference for the 'wide events' model pioneered by Honeycomb. This is a model that rejects the separation of signals implied by the 'three pillars' approach and instead captures the full context of 'transactions' such as web requests. One of the major trends in observability systems in recent years has been queryless debugging and intuitive, GUI tooling for system exploration. ClickStack ships with Event Deltas – a tool for quickly identifying anomalies and performance regressions.

As you would expect from any system entering the market today, it also supports correlation across signals and session replay. For some customers, the icing on the cake maybe the ability to define custom data schemas – which adds a whole new dimension of flexibility. There are a number of options for deployment. You can get started by running a Docker image which combines all of the stack components into a simple bundle. Alternatively, you can choose to deploy HyperDX front end to a ClickHouse Cloud backend.

Significance and Impact

Apart from the fact that ClickStack inherits an existing user base and that it is a powerful combination of proven technologies, we think that there is one other major reason why the product will succeed and gain market share, and that is execution. As well as building a world class database engine, over the past few years the company has also displayed a relentless capacity for innovation and product development. They have consistently delivered on building out their core product as well as forging partnerships and delivering a swathe of integrations and plugins.

They are by no means the only company in the space that have demonstrated this level of execution - Embrace, Grafana and Dash0 are other notable examples. Dash0, for example, went from a standing start to 100 paying customers within 6 months and their appearance at this year's KubeCon in London evinced boldness and ambition in spades.

Given that ClickStack is already starting from a strong position, we would expect them to follow a similar trajectory. Is this bad news for other vendors. Not necessarily. As we have repeatedly said, it sometimes feels as if the observability space is like a young universe going through its rapid expansion phase. The market is both growing and diversifying. We are increasingly seeing that there is no one-size-fits-all solution and observability is not a zero sum game.

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