Aaron Katz is the Co-Founder and CEO of ClickHouse, the real-time analytics database powering companies including OpenAI, Anthropic, Tesla and Microsoft. ClickHouse just surpassed $350M in ARR and raised over $1B from investors including Dragoneer, Khosla Ventures, Coatue, 20VC and Benchmark. Previously, Aaron was CRO at Elastic, where he helped scale revenue from approximately $5M to $500M and led the company through its IPO. Before Elastic, he spent 12 years at Salesforce, working alongside Marc Benioff and helping transform it from a 200-person startup into a global software giant. ----------------------------------------------- Timestamps: 00:00 - Intro 01:52 - Are We Still Early in the AI Cycle? 03:49 - The Biggest Risk in AI Investing Today 04:46 - Is Anthropic’s Revenue Actually Durable? 06:16 - How Should Companies Think About AI Token Spend? 10:04 - AI Is Pulling Product Roadmaps Forward by Years 12:01 - What Happens When AI Agents Become the Customer? 16:12 - Every AI Agent...