Prediction certainty 4/5 debate potential 3/5

Bhargava: Some GC AI roll-ups will reach $100M EBITDA under two years

Mark Bhargava · Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea · Dec 5, 2025 · at 49:09

Mark Bhargava, Managing Director at General Catalyst heading its Creation strategy, discusses the profitability and growth profile of the firm's AI-enabled roll-up businesses.

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“Some of the companies in the rollup will hit a hundred million of EBITDA and they're like less than two years old.”

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