ClickHouse CEO: AI Bubble Is Wrong, Margins Need to Improve
chetanp · x · 2026-09-01
ClickHouse CEO Aaron Katz sat down with 20VC to share insights on the AI industry. He argues that the AI bubble narrative is wrong but notes that AI margins need to improve and revenue concentration should be a concern. The discussion also covers how agents change software buying decisions, trust in open models for enterprises, and ClickHouse's growth path past $350M ARR.
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