The Dawn of AI Rollups – The Vin Diagram
The vast majority of the US economy is services-based, with sectors like business/professional services, real estate, and healthcare dominating spend and employment. Small businesses, in particular…
The vast majority of the US economy is services-based, with sectors like business/professional services, real estate, and healthcare dominating spend and employment. Small businesses, in particular, employ half of the American workforce and contribute to ~44% of US GDP. In these industries and businesses – what I call the “real economy” – adoption of software, let alone advanced AI, lags significantly. However, these markets represent the biggest opportunity for digital transformation over the coming decades. I believe AI rollups will be a key part of how this transformation takes
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