The Revolution in Services: General Catalyst's AI Rollup Strategy, with Marc Bhargava

Marc Bhargava from General Catalyst discusses their Creation Strategy for building AI-enabled roll-ups – companies that start as vertical software startups, then grow by acquiring traditional service businesses and transforming them through AI automation. They explore how systematic analysis of 70 service categories identified 10 verticals where 30-70% of tasks are automatable today, potentially transforming low-margin service businesses into software-like companies with 30-40% margins. The conv