ClickHouse CEO on AI Bubble: Open Models Overestimated, Enterprises Fear Frontier Models
20VC · rss · 2026-08-31
In a 20VC podcast, ClickHouse co-founder and CEO Aaron Katz discussed AI topics:
- AI Bubble: He believes there is an AI bubble, margins need improvement, and revenue concentration is a concern.
- Open Models: People overestimate open models, but enterprises still fear frontier models.
- Agent Purchasing: How software changes when agents, not humans, make buying decisions.
- Company Status: ClickHouse surpassed $350M ARR and raised over $1B, with customers including OpenAI, Anthropic, Tesla, and Microsoft.
- Other Topics: Sports team asset values, talent competition, remote work, and college education value.
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