Industry Disruption

Venture capital firms are shifting their AI strategy from selling tools to acquiring and transforming legacy companies. This “AI rollup” model integrates AI into established businesses, bypassing traditional SaaS. Examples include acquisitions of Janus Henderson and American Express Global Business Travel. This approach focuses on long-term ownership and embedding AI engineers, aiming to drive growth in industries lagging in software adoption. While facing potential return and execution challenges compared to traditional private equity, this strategy signals a new era of VC investment targeting foundational, non-tech companies.

Real Game Used leverages AI for authenticating sports memorabilia, addressing unethical practices and manipulation within the market. Founded by CEO Marshall Perkins, the company provides transparent, evidence-based authentication, analyzing image and video details to enhance human expertise and accuracy. They aim to disrupt industry monopolies and protect collectors from undue influence and unfair pricing, restoring integrity to the collectibles world.