The Twenty Minute VC (20VC) · Monday, August 31, 2026
Aaron Katz, founder of ClickHouse, notes that the current AI growth cycle is accelerating at an unprecedented pace compared to previous internet and mobile cycles. He highlights that companies are growing rapidly and the demands on their systems are unlike anything seen before.
“Those cycles in my experience were much more gradual. This seems to be accelerating at an unprecedented pace in terms of how quickly these generative experiences are maturing and how quickly these companies are growing.”
“I mean, we haven't seen revenue growth like this in our lifetime. And the demands on the systems of these generative applications is unlike anything we've ever seen.”