TechCrunch Industry News Early AI investor Elad Gil finds his next big bet: AI-powered rollups
Jun 4, 2025
Elad Gil, a pioneer in AI investment, discusses his early bets on now-prominent startups like Perplexity and Character.AI. He explores how generative AI can transform traditional industries through innovative roll-ups, enhancing productivity and profitability. Gil identifies promising leaders in the emerging AI landscape, showcasing his keen eye for the next big opportunities. His insights reveal the potential of AI to reshape business models and drive new efficiencies in various sectors.
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AI Enables Profitable Business Roll-Ups
- AI can reinvent traditional businesses through roll-ups by significantly improving margins.
- Transforming cost structures with AI lets you acquire similar companies at higher prices and scale rapidly.
Build Strong AI Roll-Up Teams
- Ideal AI roll-up teams combine strong technologists and private equity experts.
- Evaluate prospective teams carefully, as many need to sort out their approach before succeeding.
Passion Drives AI Trend Spotting
- Gil's ability to spot AI trends stems from his passion for technology and engaging directly with innovators.
- His early and continuous involvement gives him a unique edge in understanding AI's trajectory.