EPISODE · Jun 27, 2025 · 8 MIN
The AI rollup mirage and the risk of repeating old mistakes
from Air Street Press
Across the technology investing world, investors are scaling their bets on a seductive thesis: Generative AI will transform low-margin service businesses into high-margin software companies. Several well-known platform venture firms have committed billions to this strategy and have begun to make their bets. This essay is co-authored by Nathan Benaich and Nikola Mrksic, CEO of PolyAI.
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