20VC//Aaron Katz
20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse
Aaron Katz argues the AI boom is still early, not a bubble, but says the bigger risk is revenue durability when switching costs are low. He also explains why ClickHouse is leaning into agentic workloads, broad deployment flexibility, and long-term private-company optionality rather than rushing an IPO.
