AI Applications · AI-native services roll-ups target 70% of European GDP in services industries

episode briefing

extracted intelligence

Scaling Europe

BREAKING: Dwelly raised $170m Series B: Dan Lifshits & Ilia Drozdov, Co-founders of Dwelly

now viewing▶ 13:36

AI-native services roll-ups target 70% of European GDP in services industries

2026-07-28 · 3 company · 1 thematic

sentiment

3 bull0 bear0 neu

speakers

ilia drozdov

Ilia Drozdov (referred to as Ilya) is a co-founder of Dwelly. He moved to Hull with his family for 15 months to operate their first acquired agency. He articulates the AI-enabled roll-up thesis, emphasizing automated integration speed and capital efficiency versus traditional private equity roll-ups.

dan lifshits

Dan Lifshits is a co-founder of Dwelly, an AI-enabled roll-up consolidating independent lettings agencies across the UK. He previously lived in the UK and studied at London School of Economics. He emphasizes founder-led AI-native building and long-term defensibility in AI-transformed service industries.

now playing · AI Applications

AI Applicationstailwindscore 8/10ilia drozdov

AI-native services roll-ups target 70% of European GDP in services industries

Services industries representing ~70% of European GDP are ripe for AI-native transformation via roll-up strategies that acquire local operators and migrate them onto shared AI infrastructur…