AI Roll Up Models

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about AI Roll Up Models, every show

20VC Opinion
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…”
Rory O'Driscoll Apr 24, 2025 ▶ 53:28 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings

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