Here they come, Rocketable is a YCW25 batch startup following the AI Rollup model (see previous post). The plan here is to purchase profitable SaaS companies throwing off cash and use that cash to bootstrap more purchases, Omaha style. The investment thesis is the application of AI/agents allows full automation of any work done by humans within these small SaaS co’s (as it’s likely to be generic one assumes).

Feels like a tricky one, the exact businesses willing to sell in this niche are likely to be those that are on paper killer small businesses today but very likely to be disrupted on a 5 year horizon, either by general purpose agents (as they are thin automation layers) or by the rapid decrease in the cost of lines of code. So the trick is going to be having a very concentrated portfolio of bets of absolute golden companies that have both AI moat and strong unit economics. Finding those companies and persuading them to sell is an interesting challenge (and likely a test of patience).