“It just seems so obvious,” said Elad Gil, the early AI investor now turning his attention to acquiring traditional services businesses and scaling them with artificial intelligence. “You can transform it much more rapidly than if you’re just selling software as a vendor,” he told TechCrunch.
Therein lies the thesis behind AI rollups, a hybrid model that combines private equity-like consolidation with the margin-expanding potential of AI.
In 2011, VC Marc Andreessen famously wrote that “software is eating the world.” He wasn’t wrong. Software companies built platforms and tools that firms eventually adopted, many times reluctantly, but almost always inevitably. Now a new generation of investors is betting that AI rollups might finish the job, by owning the enterpris
AI Rollups Could Eat the World
- By Mukundan Sivaraj
- Published on
VCs like Elad Gil think AI Rollups are the next obvious investment choice.
