Zach DeWitt
@ZacharyDeWitt
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Partner @wing_vc and former founder
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I share the skepticism that VC is the right asset class for services roll ups.
Service businesses have much higher marginal costs than software businesses. This makes growth more expensive.
I am seeing seed rounds for AI-powered services rollups getting valued at $25-40m
“Services” was a dirty word in venture until 5 minutes ago. Now, it feels like every VC firm has a thesis for why they’re investable in the era of LLMs. This is both exciting (because I think this view is correct) and amusing (because it became consensus overnight, like
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I think the best model to go after the “AI transformation of services economy” is a PE fund that buys services businesses at a reasonable valuation then has an in-house AI team that helps modernize the software with AI to better deliver the services at a cheaper operating cost
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