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The Twenty Minute VC (20VC) · Monday, August 31, 2026

Katz's Philosophy on AI Spending: Revenue Growth Trumps Expense

Aaron Katz prioritizes revenue growth for his company, stating he worries less about expenses like coding agents if sustained revenue growth is observed. He believes that covering a broad service area and accelerating the roadmap justifies the spending.

The tape

2 quotes
Well, the primary measure that we care about, as you know, is revenue growth.
Aaron Katz
Because we're covering a very broad service area and our roadmap is accelerating at a pace that we've never seen before. So the revenue's going faster than it ever has. So I'll take that trade any day of the week.
Aaron Katz
Heard on The Twenty Minute VC (20VC) — “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, published Monday, August 31, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06