Essay or blogExcerpt
Value Creation for AI Rollups
Vinay Iyengar · The Vin Diagram / Anansi Capital ·
Research excerpt
Separates multiple expansion, margin expansion, revenue growth, and eventual software or product upselling. Emphasizes M&A competence.
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Research notes and sources
Limitations: Heuristics and numerical illustration are not observed portfolio returns. The example labels a post-debt residual as EV; it is closer to simplified equity value.
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