The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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

Aug 31, 2026 · 01:03:37

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✨ AI Summary

Aaron Katz discusses the AI bubble, margin concerns, and revenue concentration.
He highlights the overestimation of open models versus enterprise fear of frontier models.
Katz shares insights from ClickHouse's growth and his past experience at Elastic and Salesforce.

Guests on This Episode

American film director · 1 podcast appearance

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