AI roll-up models
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 24, 2025 by Rory O'Driscoll · across every show →
Everything said about AI roll-up models, oldest first
Apr 24, 2025 negative
O'Driscoll: AI roll-up models are flawed due to customer misalignment and churn
“I think it's a crappy model. Just for contrast. You really, the bet you're taking is you buy a set of customers that weren't picked by you because they are suited for your product. They were picked by some mom and pop founder as being the 10 best, the 10 custo…”