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AI rollups

also referred to as: ai roll-ups

3 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Dec 5, 2025 by Mark Bhargava · across every show →

Everything said about AI rollups, oldest first

Dec 5, 2025 bullish
Prediction Not checkable as stated
Bhargava: Some GC AI roll-ups will reach $100M EBITDA under two years
“Some of the companies in the rollup will hit a hundred million of EBITDA and they're like less than two years old.”
Mark Bhargava Dec 5, 2025 ▶ 49:09 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
Dec 5, 2025 bullish
Prediction Not checkable as stated
Bhargava: AI roll-up skepticism will vanish in a few years, like crypto
“I think we're kind of there in the AI roll-up right now, where You know, ourselves and ELOD and Thrive and a few others, AVC have embraced it, but I think most of the market is still pretty skeptical, you know, similar to kind of the crypto evolution and where…”
Mark Bhargava Dec 5, 2025 ▶ 50:16 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
Dec 5, 2025 bullish
Opinion
Bhargava: AI roll-ups can grow faster with higher margins than software
“In a 16 trillion dollar services industry, we could have companies growing faster than software companies and at higher margin than software companies. And so this pool of one trillion that VC has been fishing in has actually expanded now, maybe not to the ful…”
Mark Bhargava Dec 5, 2025 ▶ 36:44 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
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