My First MillionApr 7, 20261h 4m70.5K views

We asked a $18.9B Investor how to survive the AI bubble

Name: We asked a $18.9B Investor how to survive the AI bubble
Uploaded: 2026-04-07
Duration: 1 h 3 min 51 s
Description: Graham Weaver (~$18.9B AUM, Alpine Investors) walks Sam and Shaan through his 'buy-and-build' PE playbook: acquire a boring service business like a lawn-care company, roll up 20-50 regional operators, install ruthless operating playbooks, and compound. He sizes AI moats as data + distribution + workflow, and shares a hero deal that took a business from $8M to $500M.

Watch on YouTube

Synopsis

Graham Weaver (~$18.9B AUM, Alpine Investors) walks Sam and Shaan through his 'buy-and-build' PE playbook: acquire a boring service business like a lawn-care company, roll up 20-50 regional operators, install ruthless operating playbooks, and compound. He sizes AI moats as data + distribution + workflow, and shares a hero deal that took a business from $8M to $500M.

Ideas in this episode

Buy-and-build holding company
Graham Weaver's Alpine Investors playbook shows how operator-side software for booking, marketing, payroll and workflow control can support service rollups without necessarily owning the underlying companies.
Service business roll-up
Graham Weaver (~18.9B AUM, Alpine Investors) walks through his buy-and-build PE playbook: acquire a boring service business, roll up 20-50 regional operators, install ruthless operating playbooks and compound; cites a hero deal taking one business from $8M to $500M.