Sequence Holdings CEO on its $7.7B take-private and re-engineering incumbents with AI
No Priors · youtube · 2026-09-24
On No Priors, Sequence Holdings co-founder and CEO Michael Lee discusses his thesis that AI should transform legacy incumbents rather than replace them. Key points: the $7.7B take-private of Baldwin with Dell Family Office; why permanent holding-company structures suit long-term compounding; why traditional consulting and software sales fall short for enterprise AI transformation; and real results from deploying frontier engineering and the Atlas platform at BankSouth and an insurance brokerage.
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