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About
We’ve curated for you a selection of ten leading bloggers who are shaping the AI rollup conversation - follow their insights to understand how investors approach AI-enabled consolidation and portfolio growth.
Sahil Patwa - Strategist of AI Rollups
Venture investor and author of the Substack series AI Powered Rollups. Previously worked as a consultant at Boston Consulting Group and held a growth and operational strategy role at Swiggy. Holds degrees from IIT Bombay and IIM Ahmedabad and attended an executive program at London Business School. On his platform, he breaks down strategic frameworks, industry selection, integration, and scaling in AI rollups, connecting AI innovation with practical consolidation strategies. Read more
Evan Lyseng - Tech Arbitrage Analyst
Analyst and Substack author focused on technological arbitrage and AI-enabled roll-ups. Previously involved with tech startups and investment initiatives, analyzing how differences in technological efficiency and cost can be leveraged to maximize portfolio value and operational outcomes. Provides detailed perspectives for investors exploring AI-driven consolidation opportunities. Read more
Vinay Iyengar - Portfolio Value Builder
Venture investor and author of The Vin Diagram, a blog dedicated to value creation in AI-enabled roll-ups. Focuses on business model design, operational synergies, and strategies for enhancing portfolio value after acquisitions. Holds a BA from Harvard University and uses the blog to explore how AI tools can create measurable value in post-roll-up operations. Read more
Elad Gil -AI Rollups Thought Leader & Investor
Venture investor, entrepreneur, and advisor with extensive experience in technology startups and venture capital. Formerly a partner at GV (Google Ventures) and active investor in numerous high-growth tech companies. Focuses on AI-enabled roll-ups, analyzing market trends, identifying opportunities for consolidation, and advising on operational and strategic growth. Read more
Jonathan R. Feilberg - Emerging Asset Pioneer
Analyst and Substack author exploring venture roll-ups as an emerging asset class. Positions AI roll-ups as high-potential opportunities for venture investors, combining insights from venture investing and strategic deployment of AI. Actively engaged in micro private equity and roll-up strategies, offering guidance to investors seeking high-growth consolidation targets. Read more
Lex Sokolin - Capital Efficiency Evangelist
Venture investor and analyst specializing in fintech, blockchain, and strategic AI adoption. Formerly Global Fintech Co‑Head and Chief Economist at ConsenSys, contributor to Forbes, Financial Times, and Institutional Investor. Holds a JD/MBA from Columbia University and a BA in Economics & Law from Amherst College. Analyses focus on capital efficiency, VC/PE financing, and frameworks for assessing AI adoption in investment portfolios. Read more
Andrew Ziperski - Buyout Playbook Specialist
Investment analyst and Substack author specializing in buyout strategies and AI integration. Guides investors on operational and strategic tactics for maximizing growth and efficiency in AI-enabled roll-ups, publishing detailed case studies and actionable insights. Read more
Igor Ryabenkiy - Operational Arbitrage Strategist
Venture investor and LinkedIn author focused on AI roll-up strategies, emphasizing operational arbitrage and scalable investment opportunities in fragmented markets. As Managing Partner at AltaIR Capital, combines research and practical investment experience to provide guidance on leveraging AI in portfolio consolidation. Read more
Rikhil Bajaj - Strategic Insights Blogger
Investment analyst and Medium author focused on AI-enabled business models, writing at the intersection of software, services, and AI-driven roll-ups. Explores how GenAI reshapes software and services models and highlights opportunities for investors targeting the next wave of AI-enabled consolidation. Read more
Vladislav Marochkin - M&A Integration Analyst
Researcher and LinkedIn author specializing in AI-driven business integration, portfolio optimization, and operational arbitrage. With a background in AI automation and full-stack solutions, publishes analyses on practical implications of AI roll-ups for corporate strategists and investors seeking scalable operational improvements. Read more
Emil Fröberg - AI Rollups Strategist
Venture analyst and author focused on AI-enabled rollups, exploring how proprietary AI integration can maximize value in traditional services businesses. Publishes detailed insights on operational arbitrage, scaling strategies, and the dual challenges of managing AI development alongside operational roll-up businesses. Advocates for AI-native re-engineering to capture full value and highlights the compounding potential of AI-driven acquisitions. Read more
Tom Hipwell - Technology Strategy Analyst
Technology leader and blogger analyzing how AI and automation reshape software scaling and business integration. Head of Technology at Hofy, a Series B startup revolutionizing how companies equip and manage distributed teams. With 15 years of experience across hypergrowth startups, scaleups, and Fortune 100 enterprises, he explores how emerging technologies enable operational efficiency and smarter roll-up strategies. Read more
