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Builders + Strategy

The Twenty Minute VC

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NVIDIA Buys Hugging Face for $12.9 Billion

NVIDIA posted a record $96.2 billion quarter and is buying Hugging Face for $12.9 billion, doubling down on open source to keep GPU margins high. The hosts also unpack OpenAI cutting off Cursor, agent reward-hacking risks, Cognition's reported $46 billion valuation, and why compound startups like Clay and Linear are winning by shipping nonstop.

September 3, 2026 · 8 min read

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Aaron Katz on ClickHouse's Explosive Revenue Growth

ClickHouse CEO Aaron Katz says his database company is growing faster than any software firm in history, now near $350 million in ARR. He treats any revenue category above 10% of sales as a real risk, doubts the AI bubble narrative, and says enterprises still trust frontier AI models over open weight ones for legal protection.

August 31, 2026 · 7 min read

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