The article addresses fast-growing fintech companies that have successfully built on PostgreSQL but are now encountering infrastructure limitations around the $100M ARR milestone. PostgreSQL’s single-writer architecture creates a bottleneck for write-heavy operations at scale, as documented by OpenAI’s own experience with this constraint. The piece argues that companies typically respond by bolting on specialized tools like ClickHouse or Druid, which creates operational complexity and synchronization overhead, and positions SingleStore as a unified alternative.