AI Enabled Services

topic on 3 shows · 5 statements across 3 episodes

the Neon Show Sourcery 20VC

5 statements about AI Enabled Services, every show

NEON SHOW Prediction Not checkable as stated
Ghosh: AI-Enabled Services Will Become Massive Dividend Businesses
“Make no mistake, these are going to be massive dividend earning businesses, cash flow businesses, and the margins might expand dramatically.”
Bhaskar Ghosh Nov 21, 2025 ▶ 25:53 How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
NEON SHOW Opinion
Ghosh: AI-Enabled Services Should Be Built Massively in India
“AI enabled services should be massively happening from India for the world.”
Bhaskar Ghosh Nov 21, 2025 ▶ 1:11:56 How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
20VC Insight
Saper: AI-enabled services are the easiest model for outcome pricing
“The easiest form of outcomes based pricing today in AI is AI enabled services.”
Jake Saper Mar 10, 2025 ▶ 54:39 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
20VC Insight
Saper: Revenue growth without high margins isn't product-market fit
“What that doesn't tell you is have you used AI to provide a high margin service, right? You can sell a lot of something, but if you haven't figured out a way to have a good business model around it, then it's not really product market fit.”
Jake Saper Mar 10, 2025 ▶ 1:16:50 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
SOURCERY Disclosure
8VC is buying traditional services firms to automate them into software businesses
“We're very excited about AI enabled services. And so can you pair the traditional private equity rollup model with sort of a software development team? Buy traditional services businesses, use an engineering team to automate a lot of the work, and turn what us…”
Alex Kolicich Oct 11, 2024 ▶ 3:30 Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea

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