Industry
Professional services
Use cases, playbooks, and releases for professional services teams.
The Long Lake playbook
A three-year-old AI holding company just closed a 6.3 billion dollar take-private of Amex GBT. How the model works, what it claims, what is still unproven, and what private equity should take from it.
Building an AI roll-up platform
Private equity invented buy-and-build. The AI roll-up is being built mostly outside it. How a private equity firm can run the model, from choosing the vertical to the platform, the people and the exit.
AI across a portfolio, sector by sector
The same technology lands differently in software, services, healthcare, defense, industrials and home services: different work, different constraints, and a different share of the gain the company keeps.