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

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch by The Twenty Minute VC

Aug 31, 202601:03:37Business

Aaron Katz is the Co-Founder and CEO of ClickHouse, the real-time analytics database powering companies including OpenAI, Anthropic, Tesla and Microsoft. ClickHouse just surpassed $350M in ARR and raised over $1B from in...

Related Episodes

Continue listening to more episodes from The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch.

20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want Why Fund Multiple Does Not Matter Without a Timeline Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor

Sep 14, 2026 - 01:08:55

David Morehead is one of the most respected CIOs in the endowment fund world as Chief Investment Officer...

20VC: 7 Predictions for How AI Changes the World: Labour, Engineering, Social Media, GrokBots Buying Cybercabs and more with Matteo Franceschetti, Co-Founder @ Eight Sleep

Sep 12, 2026 - 01:15:43

AGENDA: 04:30 How Do You Hire Exceptional People in the AI Era? 08:00 What Actually Works in Growth—and W...

20VC: Jensen Huang Declares AGI Has Arrived GPT Astra and Fable 5.1 Accelerate the Model Race Tesla Launches Cybercabs Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition

Sep 10, 2026 - 01:18:07

AGENDA: 00:00 Jensen Huang Declares AGI Has Arrived 04:05 Instinct and GrokBot Ignite the AI Assistant Wa...

20VC: The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot We Spend $75K Per Engineer on AI Tools Why the AI Assistant Market Is Not a Bubble & AI Assistants Will Replace Every App on Your Phone with JD, Founder of Town

Sep 7, 2026 - 01:10:54

Jean-Denis "JD" Grèze is the Co-Founder and CEO of Town, the AI work assistant reportedly in talks to rai...

20VC: How to Build Your Own Data Center & Why Every Startup Should Do It How ElevenLabs Leapfrogged Us: What I Learned The AI Talent War: How Your Hiring Process Needs to Change with Cliff Weitzman, Speechify

Sep 5, 2026 - 01:05:13

Cliff Weitzman is the co-founder and CEO of Speechify, the world's leading AI voice and text-to-speech pl...

20VC: NVIDIA Crushes Quarter and Buys Hugging Face OpenAI Cuts Off Cursor Instinct Hits $2.5BN Valuation and The Race for AI Assistants Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

Sep 3, 2026 - 01:17:40

AGENDA: 00:00 Nvidia crushes $96.2B quarter and nears $12.9B Hugging Face deal 13:52 OpenAI cuts off Curs...

20VC: Is Anthropic's Coding Business Worth $2 Trillion? Should American Enterprises Work With Open-Source Chinese Models? Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory

Aug 29, 2026 - 01:29:19

Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building a...

20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO Why Customer Service, Defence and Robotics are Overinflated

Aug 27, 2026 - 01:22:40

AGENDA: 00:00 NVIDIA Launches a Three-Deal Blitz Across the AI Stack 04:31 NVIDIA's $12BN Poolside Deal E...