AI Scaling Paradox (Or How 4 Humans Manage 50 Companies)

Why Traditional Portfolio Management Collapses at Scale—And How AI Creates Unlimited Operational Bandwidth

Here's the dirty secret about traditional holding companies: they stop working at exactly 12 portfolio companies.

I've watched this pattern destroy value for two decades.

Brilliant operators build successful holdings, managing 8-10 companies.

Then they scale to 15-20 companies and everything breaks.

Communication becomes chaos.

Strategic alignment disapp…