services industries
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 services industries, oldest first
Dec 5, 2025 bullish
Bhargava: AI will transform low-margin services industries into software-like margins
“Our thesis somewhat is, well, these unsexy services industries that were breakeven or 15 to 20% EBITDA margins, net income, obviously much lower. They can look like software from a margin profile, because once you take out the repetitive tasks and you take out…”