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

We're just getting started. This seems to be accelerating at an unprecedented pace. We haven't seen revenue growth like this in our lifetime. We went zero, twelve, fifty, two hundred, and we'll finish this year north of five hundred. We need to get to a billion dollars of ARR as quickly as possible. I'd put the over under at December twenty twenty seven. And I would take the under. We could take the company public next year if we wanted to.

This is a very special 20 VC with me, Harry Stebbings. The show you're about to listen to. Oh, it was not filmed in the usual recording studio. No no, we went to Craven Cottage, the home of Fulham football. Why? Well, our guest today just got front of shirt sponsorship for Craven Cottage and for Fulham, most importantly, the team that play there. Welcome, Alan Cass, founder and CEO of Click House, industry leading online analytical processing database management system. Try saying that after a couple of tequila's, but they've just crossed 350. Million in error. They have customers like Microsoft, Anthropic, OpenAI, Tesla, Netflix. If you're a great company, you kinda use Click House. And Aaron is incredible. He was one of the leading execs at Elastic for years. Before that, he spent 12 years working with the one and only Benny Off at Salesforce. Now he's obviously the co-founder of Click House, which is worth over$15 billion. I cannot wait for you to hear this discussion. It was so much fun for me to sit down. With a dear friend in Aun.

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