Sep 24, 2026

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

Michael Lee, co-founder and CEO of Sequence Holdings, details his thesis on transforming large incumbent businesses with AI through a permanent holding company structure. He discusses the $7.7 billion take-private of Baldwin, an insurance brokerage, alongside the Dell Family Office, and explains why traditional consulting or software models fall short for deep enterprise AI transformations. Lee also shares insights from Sequence's work with BankSouth, the technical architecture of their Atlas platform, and their unique approach to integrating frontier engineering to drive long-term compounding and organizational change.

Sep 10, 2026

How AI Is Rewriting the Power Law of Venture Capital

This episode delves into how AI is fundamentally altering the power law of technology investing, making capital a compounding advantage for AI companies and expanding the total addressable market far beyond traditional software. The guests discuss rethinking portfolio construction, the challenges of evaluating true AI traction amidst hype, the struggles of legacy SaaS businesses, and future trillion-dollar opportunities in robotics, autonomy, healthcare, and physical infrastructure, emphasizing that the real bottleneck for AI's growth is often on the supply side, particularly compute and energy infrastructure.

May 11, 2026

Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman

Alexander Taubman, CEO of Long Lake Management, details their pioneering 'AI take-private' strategy, using a horizontal AI platform called Nexus to acquire and transform traditional service businesses. He explains why ownership trumps SaaS for driving real-world AI adoption, focusing on growth and creating a positive-sum flywheel for employees and customers, exemplified by their acquisition of Amex GBT.