the AI roll-up is only getting started Long Lake CEO @alextaubman has bought 30+ real-economy, non-tech companies and just took the largest corporate travel platform private (Amex GBT, $6.3B) its a bet that AI can better transform legacy industries and that someone has to turn capex into real economic growth "You see the hundreds of billions of CapEx the labs are investing. Somebody's got to take that and turn it into GDP growth. That's what Long Lake was formed to do."

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