fragmented service businesses

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

Everything said about fragmented service businesses, oldest first

Dec 5, 2025
Insight
Fragmented service industries cap tech spend at 2% to 3% of revenue
“When they do buy tech products, they call it and they cap it at two or three percent of revenue.”
Mark Bhargava Dec 5, 2025 ▶ 10:40 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
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