The incubate-then-acquire model here is brilliant because it flips the traditional rollup playbook on its head. Instead of acquiring first and hoping automation fits, you're basically building the AI backbone with real task-level knowledge before buying distribution. The fact that some of these are hitting $100M EBITDA in under two years is wild, considering most traditional PE rollups are still wrestling with basic digitization at that stage.
Great to see more people sharing thoughtful work around markets and investing.
I’m documenting how I use AI, fundamentals and price action in my own investment process.
Always happy to connect with others trying to become better investors.
very interesting! is GC's structure replicable, or only available to firms with ~$30B AUM already?
The incubate-then-acquire model here is brilliant because it flips the traditional rollup playbook on its head. Instead of acquiring first and hoping automation fits, you're basically building the AI backbone with real task-level knowledge before buying distribution. The fact that some of these are hitting $100M EBITDA in under two years is wild, considering most traditional PE rollups are still wrestling with basic digitization at that stage.