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

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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?

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