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077: Private equity roll-up strategies for AI, with Nathan Benaich

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Manage episode 499076769 series 3533896
Content provided by Team PolyAI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Team PolyAI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Following up from Nikola Mrkšić and Nathan Benaich's recent article for Fortune -- ‘AI rollup’ investors think services firms can trade more like software companies. Here’s what they get wrong. Read here -- https://fortune.com/2025/06/27/ai-rollup-investment-strategy/
The buzz around AI roll-ups - buying low-margin service businesses and turning them into high-margin software companies - sounds enticing. But it's not that simple.
While AI can enhance efficiency, it doesn't automatically transform business models. Many service industries still value human expertise and trust. The real challenge lies in balancing AI integration with maintaining customer relationships and service quality.
As AI adoption accelerates, how will your industry adapt? Will AI complement or replace human touch in your field?

  • Follow PolyAI on LinkedIn
  • Watch this and other episodes of the Deep Learning pod on YouTube
  continue reading

80 episodes

Artwork
iconShare
 
Manage episode 499076769 series 3533896
Content provided by Team PolyAI. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Team PolyAI or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Following up from Nikola Mrkšić and Nathan Benaich's recent article for Fortune -- ‘AI rollup’ investors think services firms can trade more like software companies. Here’s what they get wrong. Read here -- https://fortune.com/2025/06/27/ai-rollup-investment-strategy/
The buzz around AI roll-ups - buying low-margin service businesses and turning them into high-margin software companies - sounds enticing. But it's not that simple.
While AI can enhance efficiency, it doesn't automatically transform business models. Many service industries still value human expertise and trust. The real challenge lies in balancing AI integration with maintaining customer relationships and service quality.
As AI adoption accelerates, how will your industry adapt? Will AI complement or replace human touch in your field?

  • Follow PolyAI on LinkedIn
  • Watch this and other episodes of the Deep Learning pod on YouTube
  continue reading

80 episodes

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