The Ledger
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Bhargava: Crescendo automates 50-70% of call centers, raising EBITDA margins to 40%
“Someone from GC went and joined full time, and we built out this software that automates 50 to 70% now of what a call center does. So after proving that out in a year and having 10 or so pilot clients, we gave them the money to actually go buy a call center. A…”
AI roll-ups double cash flow and hit 30% EBITDA in one year
“So we're already seeing in many of the case studies that if you look at the first couple of companies they acquired, even if they've only grown revenue, 20%, if they've kept the cost basis flat using AI, but then bringing up people to kind of do 20% more tasks…”
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…”
Bhargava predicts multiple $100B AI-native compounders in public markets by 2035
“And so we think there'll be plenty of these hundred billion dollar AI native compounders in the public markets 10 years from now,”
Bhargava: AI labor displacement will hit foreign outsourcing hubs hardest
“What we're seeing a lot of is you add AI technology to American companies. They're now much more efficient. They don't need to outsource a lot of these more repetitive tasks. So I think the area that will be hit the hardest is probably abroad in places like In…”
Bhargava: Some GC AI roll-ups will reach $100M EBITDA under two years
“Some of the companies in the rollup will hit a hundred million of EBITDA and they're like less than two years old.”
Bhargava: AI roll-up skepticism will vanish in a few years, like crypto
“I think we're kind of there in the AI roll-up right now, where You know, ourselves and ELOD and Thrive and a few others, AVC have embraced it, but I think most of the market is still pretty skeptical, you know, similar to kind of the crypto evolution and where…”
Bhargava: Titan MSP automates 38% of MSP workflows and acquired RFA
“Then went out, got six pilot clients, showed us they could automate 38% of what MSP does, which is an outsource IT services firm. And now they've bought RFA, which is a well-known MSP in New York.”
Bhargava: Pure software will beat roll-ups in verticals over 80% automatable
“We do think that software services will win out in areas that are, you know, more than 80% automatable Or it's easy to sell into your client base.”