EBITDA margin

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

Everything said about EBITDA margin, oldest first

Dec 5, 2025 bullish
Assertion Not checkable as stated
AI roll-ups double cash flow and hit 30% EBITDA in one year
“So we're already seeing in many of the case studies that if you look at the first couple of companies they acquired, even if they've only grown revenue, 20%, if they've kept the cost basis flat using AI, but then bringing up people to kind of do 20% more tasks…”
Mark Bhargava Dec 5, 2025 ▶ 19:01 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
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