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AI Holding Company Research
Essay or blogExcerpt

The AI Services Opportunity Starts at Zero

Pietro Decio · Tower Research Ventures ·

Research excerpt

Argues that acquisition competition, heterogeneous systems, and cultural debt can make newly built AI service firms more attractive.

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Research notes and sources

Limitations: Acknowledges acquired distribution has value. Tower discloses investing behind its preferred alternative, so this is an interested view.

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The AI Services Opportunity Starts at Zero · AI Holding Company Research