Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee
No Priors: Artificial Intelligence | Technology | Startups

Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee

B2Upper-intermediateSeptember 24, 202642 min
  • Interview
  • Business & money

Can AI transform legacy incumbents rather than replacing them? Sequence Holdings co-founder and CEO Michael Lee joins Sarah Guo to discuss how holding company structures and engineering integrations are reshaping market leaders from the inside out. Michael details Sequence’s $7.7 billion take-private transaction of Baldwin alongside Dell Family Office (DFO), and shares his thesis on why traditional consulting models and software sales fall short for real enterprise AI transformations. They also talk about why permanent holding company structures are good for long-term compounding, real-world results from applying frontier engineering to BankSouth, and Michael’s lessons from his time in publ...

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And that's what's required.

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and you're typically trying to figure out how do we start to package the sell listing in three years.

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0:00

Every company on the planet has a celebrated persona. In a world where you believe that alpha comes from engineering and AI, you need to create a culture whereby the celebrated persona is engineered. And that's what's required.

0:10

You think about your typical investment at a fund, and you're typically trying to figure out how do we start to package the sell listing in three years. That is just a very different framing for how we think about technological transformation and what are the investments you're willing to bring to bear here.

0:22

What we do is scarce. We're trying to do one deal per year. That's it. Our job is to do one.

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