Marc Bhargava, Kate Bender · General Catalyst
Argues for expanding service capabilities through AI and distributing them through ownership. Offers portfolio examples and a proposed Rule of 60.
thesis publication
Services roll-up thesis
Occurred
What the sources support
| Statement | Evidence | As of | Sources |
|---|---|---|---|
Targets: 10–20% combined organic/inorganic growth; 30–40% margins; Rule of 60. General CatalystCaveatNot portfolio actuals; margin definition unspecified. Endpoints do not all sum to 60. | Forecast or target | 1 |
Sources (1)
Publication date is shown for each source; the development date above is the date of the underlying event where the research established it. Syndicated copies are not independent corroboration.
derived from claim