Eli Dukes (@elidukes): "Good report. Would add anecdotally that buyout + a partnership/incubation with a standalone software/AI company is emerging as a real strategy."

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Verticalized: The Newsletter for Industry Disruption

Good report. Would add anecdotally that buyout + a partnership/incubation with a standalone software/AI company is emerging as a real strategy.

Sahil’s Substack

AI Roll-up Investor Sentiment Report: 2026

Mar 18

at

6:18 PM

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