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
August 31, 2026
Aaron Katz, CEO of ClickHouse, sat down with Harry Stebbings at Craven Cottage, Fulham’s home ground, to discuss the state of the AI market, the realities of building infrastructure for an agentic…