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The Computomatix Times

All the posts fit to save — curated from @computomatix's bookmarks & likes on X

Edition of Friday, July 3, 2026

4 stories

Melvin Argues Nebius Holds Valuable ClickHouse Stake Worth Billions

Melvin Argues Nebius Holds Valuable ClickHouse Stake Worth Billions▶

Melvin argues Nebius could become a trillion-dollar company, citing its 28% stake in ClickHouse, which he values at about $4.2 billion at a $15 billion valuation. He also quotes Altimeter's Brad Gerstner on data infrastructure benefiting from AI token consumption.

Original post · 3 min read
Nebius will be a TRILLION dollar company and here is exactly why (Save this).

Brad Gerstner's Altimeter said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services."

The flip side of that point is equally important.

Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine."

Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding.

ClickHouse is exactly that foundational layer.

It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale.

It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year.

In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior.

Here is where Nebius comes in.

Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins.

At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business.

A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully.

But that hidden asset is just one layer of the bull case.

The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior.

AI specific revenue grew 841% and now represents 98% of total revenue.

The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in.

Long Nebius and make sure to follow me @MelvinInvests for more underlooked AI oppurtunities.
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Anthropic's Claude Code Prompt Library Offers Ready-Made Workflows

Anthropic's Claude Code Prompt Library Offers Ready-Made Workflows▶

Shmidt highlights Anthropic's official Claude Code prompt library, which organizes copy-paste prompts by task and role across the development lifecycle. The post encourages readers to bookmark it for common coding tasks like refactoring and debugging.

Original post · 1 min read
ANTHROPIC HAS AN OFFICIAL PROMPT LIBRARY FOR CLAUDE CODE

Most people have never opened it.
So they write every prompt from scratch.

It is copy-paste, tagged by task and by role,
across the whole lifecycle:

discover → design → build → ship → operate

Straight from the page:

> what would break if I deleted this helper?
> plan this refactor, list the files, do not touch code yet
> write tests for this, run them, fix what fails
> the test is failing, find out why and fix it

This is not a cheat sheet.
It is a map of what Claude Code already does for you.

Bookmark it before you forget it exists.
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Kunal Bahl Argues Founders Need a Concept of 'Founder Form'

Entrepreneur Kunal Bahl argues that founders, like athletes, move through slumps and flow states, and that startup boards and markets wrongly treat performance dips as permanent failure.

Original post · 5 min read
The Invisible Metric in Startup Building: "Founder Form"

When Messi goes five matches without scoring a goal, or Virat Kohli goes through a dry spell, the sporting world doesn’t assume they’ve suddenly forgotten how to play. We don't demand they be permanently benched or declare their career over.

Instead, we use a very specific word: Form.

We recognise that sports require immense psychological, emotional, and physical intensity. "Form" fluctuates. It has peaks, valleys, slumps, and flow states.

Yet, in the hyper-rational, metric-driven world of startups, we treat founders like machines. We expect them to ingest capital and seamlessly produce flawless strategic execution 365 days a year. If a quarter misses expectations, a product launch bombs, or a key hire walks out, the immediate reaction from boards, markets, and sometimes even fellow co-founders is panic, blame, or a sudden loss of faith.

Over the last 19 years as an entrepreneur and through supporting hundreds of founders in their journeys, I’ve realised one undeniable truth: Founder Form is real. And ignoring it can destroy perfectly good startups.

The Anatomy of the Two States: The Slump vs. The Flow
Building a company demands an elite athlete's intensity. Because it relies heavily on human judgment under extreme uncertainty, founders inevitably move through distinct cycles of form:

When you are in "Bad Form" (The Slump): Every strategic bet feels slightly off. You make a hiring mistake, a key client churns, your pitches don’t quite click, and your decision-making feels sluggish or over-analyzed. You are working just as hard - often harder, out of sheer desperation - but your timing is gone.

When you are in "Good Form" (The Flow State): Everything you touch turns to gold. You make a gut-call on a product pivot and it works flawlessly. A casual coffee meeting scales into a massive strategic partnership. Investor meetings go super smoothly. Your energy is infectious, and the team rallies without effort.

When you are in a slump, it feels like nothing will ever work again. When you are in flow, it feels like you can never fail. Both illusions are dangerous, but the slump is where companies break.

The Danger of Asymmetry in Co-Founder Pairs
The ultimate test of a co-founder relationship isn't how you celebrate wins together; it’s how you handle a divergence in form.

In a multi-founder setup, it is incredibly rare for all partners to be in peak form simultaneously. The danger arises when Co-Founder A is in a legendary flow state, while Co-Founder B is grinding through a deep slump.
If they don't understand the concept of "form," this asymmetry breeds deep resentment. Co-Founder A starts thinking, “I’m carrying the entire weight of this company.” Co-Founder B, already drowning in self-doubt, feels isolated, judged, and increasingly anxious - which only prolongs the slump.

Great co-founder relationships survive because they view performance through the lens of a team sport. When your partner’s timing is off, you don't call them incompetent. You step up, cover the field, take the heavy shots, and give them the breathing room to find their rhythm again. You do it gladly, knowing that next quarter, the roles might be reversed.

A Message to Investors: Stop Managing to the Daily Scorecard
To the investor community: when a founder is in a slump, adding institutional pressure or questioning their fundamental capability is the equivalent of a manager screaming at a struggling athlete from the sidelines. It doesn't fix their footwork; it merely tightens their grip on the bat.

Seasoned investors back the person, understanding that form is temporary, class is permanent.

If a founder who has previously delivered high-quality execution hits a wall, the goal shouldn't be to micro-manage the metrics. The goal should be to help them remove the noise so they can find their baseline.

The Founder’s Playbook for Regaining Your Form
If you are a builder currently grinding through a slump, remember how elite athletes get back into the runs:

Go Back to Basics: When a batsman loses form, they spend hours in the nets focusing on basic footwork, not hitting sixes. Stop trying to solve the entire macro crisis today. Focus on small, undeniable execution wins. Go talk to three customers. Fix one internal bottleneck. Rebuild your momentum incrementally. Confidence will grow with action, shrink further with idleness.

Manage the Fatigue: Founders tend to respond to a slump by doubling down on work, leading straight to burnout. But a chaotic mind cannot produce elite execution. Step back, rest, and disconnect briefly to regain perspective.

Trust the System: Accept that market forces and luck play a massive role in early-stage startups. If the core capability is there and you keep showing up to the crease with clean mechanics, the flow state will return.

Startups are a game of endurance. We can’t expect builders to be flawless algorithms, and we must support them like the elite psychological athletes they are.

Give your co-founders and yourself the grace to find form again. It’s just a matter of time before they find it.
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Moog Shares Personal Update on Creating a Custom GIF

Moog Shares Personal Update on Creating a Custom GIF▶

Moog thanks a Croatian supporter for an opportunity to create a GIF they plan to use often. The post is a personal note with no technical or news content.

Original post · 1 min read
Huge thanks to this Croatian supporter for giving me the opportunity to create a GIF that I will use on here almost daily.
♥ 52.6K · ⟲ 3.7K · 👁 1.3MView on X ↗