Bhargava predicts multiple $100B AI-native compounders in public markets by 2035
Mark Bhargava · Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea · Dec 5, 2025 · at 27:25
Mark Bhargava, Managing Director at General Catalyst, contrasts GC's AI roll-up thesis with traditional serial acquirers like Constellation Software and Danaher.
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“And so we think there'll be plenty of these hundred billion dollar AI native compounders in the public markets 10 years from now,”
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