Uploaded September 2026 | Updated September 2026, 2 weeks ago

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Aaron Katz, Co-Founder & CEO of ClickHouse, thinks one of the biggest assumptions about AI is wrong: that we’re in a bubble.

His view is that we’re still at the beginning.

There will be winners and losers, and there could absolutely be market compression along the way, but he believes the value created by AI over the next decade will far outweigh the downside.

The bigger risk, in his eyes, isn’t that AI disappears. It’s figuring out who actually captures the value.

#ai #ClickHouse #20VC