Curated by Joe Falter

There’s been a surge of content on AI-enabled services and rollups — some of it visionary, some more speculative.

After two years of investing in this space and doing practical work with teams, I’ve pulled together a shortlist of resources that are actually helpful. These are the pieces I repeatedly share with builders — grounded, practical, and relevant to founders trying to execute in this space.

I’ll post updates, so please let me know what’s missing from this list.

🔍 Frameworks & Market Mapping

• Sahil Patwa’s excellent framework for evaluating industries is the one that most intuitively reflects my own thoughts on this from first principles.

  👉 Read it here

• Sahil has also compiled a live database of AI-enabled services companies, a useful reference point for building a view on sectors/plays.

  👉 View it here

🧠 Granular takes from operators and pioneers

• Marc Barghava has pioneered General Catalyst’s $750m strategy on AI-enabled rollups. I agree with his view of Constellation-style large compounders as the end goal.

  👉 Watch his Bloomberg interview here

• Dwelly is for me the paradigm for outstanding execution in the AI rollups space - caveat, I’m an angel - and cofounder Dan Lifshits talks through their approach in granular detail.

  👉 Listen to the podcast

• Andrew Wang, CEO of unicorn mortgage servicing play Valon, talks about the application of AI to services businesses, and the conditions for success in AI rollups.

  👉 Listen to the podcast

• Steve Stagner, CEO of Thrive-backed accounting rollup Crete, addresses culture change and human enablement to amplify AI tools.

  👉 Read it here

📈 VC & LP Perspectives

• Thrive Capital’s emphasis on larger cheques and longer holding periods is interesting. There is a movement in larger funds towards this, legacy services and rollups is part of it.

  👉 Read the FT write-up

• Slow Ventures’ old but great breakdown on why growth buyouts emerge as the logical progression from the SaaS era.

  👉 Read the memo