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rollups

also referred to as: roll ups · roll-ups

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 18, 2021 by Kyle Samani · across every show →

Everything said about rollups, oldest first

Nov 18, 2021 negative
Assertion Supported
Samani: Multi-chain architectures inherently increase total computation and latency
“There's at a minimum two explicit costs and secondary and tertiary costs as well, but the two explicit costs are you are increasing the total amount of computation to be done because you're having to verify signatures on at least two chains or two places as op…”
Kyle Samani Nov 18, 2021 ▶ 47:45 Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
Apr 27, 2026 neutral
Disclosure
Perelman: GSP only rolls up sectors that were previously consolidated
“Alex touched on it earlier, we're only doing roll-ups in categories and asset classes and businesses that have been consolidated before. The benefit to that is there is off the shelf Tech solutions that have been created to manage these businesses in a multi-u…”
Matt Perelman Apr 27, 2026 ▶ 41:51 Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
Apr 27, 2026 neutral
Insight
Perelman: Rollups fail primarily due to leverage and poor integration
“Well, if you think about what blows up roll-ups over time, at least in our experience, it's two things. It's leverage and lack of integration.”
Matt Perelman Apr 27, 2026 ▶ 41:22 Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
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