Deep dive into the strategies, frameworks, and insights behind AI-powered roll-up businesses.
Essay 1Published
Part I: A framework for industry selection
A comprehensive framework for evaluating and selecting industries suitable for AI-powered roll-up strategies
Read ArticleEssay 2Published
Part II: Cracking the Venture Debt code
Guide to planning Venture Debt financing for AI-powered Roll-ups
Read ArticleEssay 3Published
Part III: Are AI Roll-ups VC-scale?
Evaluating whether AI Roll-ups could be a 10x opportunity for VC
Read ArticleEssay 4Published
Part IV: The Pivot Path - from SaaS to Services
Some thought starters for SaaS companies pivoting to the AI Roll-up model
Read ArticleEssay 5Published
Part V: Build AI+Services Organically or through Roll-ups?
A practical framework to determine the right path for building an AI-native Services company
Read ArticleEssay 6Published
Part VI: Distribution & Durable advantages for AI-enabled services
An emerging playbook for AI-native services companies
Read ArticleEssay 7Published
Part VII: Practical Playbooks from the Field
Hard won lessons from the trenches
Read ArticleEssay 8Published
My AI Roll-up Bingo Card for 2026
10 Predictions for where this space is headed next year
Read ArticleEssay 9Coming Soon
Part VIII: Arguments & Counterarguments
What AI-enabled services can and cannot be
Coming Soon