Send us a text The conversational AI market has exploded: ~650 companies, even more tools, and way too many promises. For business leaders, navigating all this can be paralyzing. In this episode of Deep Learning with PolyAI, your host Nikola Mrkšić sits down with Dan Miller, founder of Opus Research and the analyst who coined the term "conversational commerce," to unpack why the AI ecosystem feels more crowded and confusing than ever. Dan calls it the “Deer in Headlights” moment: a point wh...
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Send us a text The conversational AI market has exploded: ~650 companies, even more tools, and way too many promises. For business leaders, navigating all this can be paralyzing. In this episode of Deep Learning with PolyAI, your host Nikola Mrkšić sits down with Dan Miller, founder of Opus Research and the analyst who coined the term "conversational commerce," to unpack why the AI ecosystem feels more crowded and confusing than ever. Dan calls it the “Deer in Headlights” moment: a point wh...
077: Private equity roll-up strategies for AI, with Nathan Benaich
Deep Learning with PolyAI
26 minutes
2 months ago
077: Private equity roll-up strategies for AI, with Nathan Benaich
Send us a text Following up from Nikola Mrkšić and Nathan Benaich's recent article for Fortune -- ‘AI rollup’ investors think services firms can trade more like software companies. Here’s what they get wrong. Read here -- https://fortune.com/2025/06/27/ai-rollup-investment-strategy/ The buzz around AI roll-ups - buying low-margin service businesses and turning them into high-margin software companies - sounds enticing. But it's not that simple. While AI can enhance efficiency, it doesn't au...
Deep Learning with PolyAI
Send us a text The conversational AI market has exploded: ~650 companies, even more tools, and way too many promises. For business leaders, navigating all this can be paralyzing. In this episode of Deep Learning with PolyAI, your host Nikola Mrkšić sits down with Dan Miller, founder of Opus Research and the analyst who coined the term "conversational commerce," to unpack why the AI ecosystem feels more crowded and confusing than ever. Dan calls it the “Deer in Headlights” moment: a point wh...
