AI roll-up strategies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 24, 2025 by Jason Lemkin · across every show →

Everything said about AI roll-up strategies, oldest first

Apr 24, 2025 negative
Opinion
Lemkin: AI roll-up revenue is financial engineering rather than durable growth
“They're not going to, it's not durable revenue in any way, shape or form, right? So it's financial engineering is all in most cases.”
Jason Lemkin Apr 24, 2025 ▶ 55:12 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
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