Long Lake Management, every mention
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every year anyone Mark Bhargava 4Molly O'Shea 1
Verbatim, from the transcripts: the passages where Long Lake Management comes up
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- ▶ 58:46 Molly O'Shea Um, one of them, Long Lake, just bought Amex Global.
Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- ▶ 0:28 Mark Bhargava Either we incubate the applied AI company, and we have it scale organically, and then we give them capital for marketing and growth, or that second part has begun to be called the AI-enabled roll-up, and obviously we are extremely involved…
- ▶ 7:21 Mark Bhargava And obviously we are extremely involved in companies like Long Lake, Udia, Titan MSP, Beacon, Crescendo, and others who are kind of the leaders now in this field. 2 times in the scene
- ▶ 16:43 Mark Bhargava Scale and grow that we together really conceived of this AI rollup concept very early on with, especially folks like Long Lake being a great example or Crescendo.