$5T opportunity: AI Roll Ups

In this solo episode, I break down the $5 trillion wave of small businesses set to change hands as their owners retire, and why AI agents make this wave a real opening for solo founders. I walk through how Thrive Holdings and General Catalyst buy accounting firms, property managers, and support centers, then run AI agents inside them to lift margins. Then I show how I'd run a one-person holding company: the folder structure, the agent files, the human approval rule, and my average week. I close with the strongest arguments against AI roll-ups, including the one I take most seriously. Timestam