PERSON DIRECTORY
Aaron Katz
Aaron Katz appears in 2 indexed conversations across 20VC, Gradient Dissent. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
ClickHouse's Katz: the AI bubble is wrong; durability is the risk
Aaron Katz rejects the AI-bubble thesis, citing unprecedented adoption and revenue acceleration.ClickHouse grew from zero to over 500 in revenue, with over 99% gross retention and over 200% net dollar retention.AI customers remain below 12% of revenue, but agentic applications’ low switching costs leave durability unresolved.
Why Anthropic, Meta, and Tesla All Chose the Same Database | Aaron Katz, ClickHouse
ClickHouse reached product-market evidence before its 2021 formation, then built a serverless, engineer-led cloud business reporting more than 3,000 customers and hundreds added monthly.AI agents could provision ClickHouse alongside Postgres, supporting infrastructure demand even as software multiples reset, while Datadog and warehouse incumbents remain formidable and database-grade reliability, geopolitical exposure, and execution stay central risks.