Sahil Patwa
@sahilpatwa
Growth VC | prev 💼@Moonfire_VC, @Swiggy, @BCG | 🎓@LBS, @iitbombay, @iimahmedabad | Like 🍳🐕🎸
AI roll-ups must build *opinionated* systems. Uniform tech + process + training = EBITDA uplift. If you're not ruthlessly consistent, chaos creeps in and AI benefits vanish. Unlike SaaS, roll-ups get to mandate this. Use that power.
Spending Friday evening diving into AI roll-ups with @DanLifshits @lshangin @BiberganOleg Zeynep Yavuz, David Martinez. No regrets 🍻
lazyweb, any way to protect against this constant onslaught of X spam?
Last year I wrote about a trend I was noticing in the market – venture investors backing tech-enabled consolidation platforms. I recently sat down and update my preliminary thoughts with some of the lessons we’ve learned. evanlyseng.substack.com/p/ai-rollups-r…
Over the past few months, I’ve noticed an emerging playbook that could redefine how entrepreneurs and investors approach vertical software – buying your customer. I'm increasingly convinced that this is how software actually eats the world. open.substack.com/pub/evanlyseng…
Really helpful guide to "context engineering" by @umang - more practical, less hand-wavey. I've started incorporating several pointers from this in my day-to-day! substack.com/@forcemultipli…
They aren't AI companies with 'human in the loop'... they are human companies with 'AI in the loop'