Services firms optimize to keep you as a customer, not to reinvent your business. @seqholdings CEO @mjlee_2014 on the incentive problem behind the entire services industry.

ICYMI, on @NoPriorsPod last week, @mjlee_2014 CEO of @seqholdings (which, along with @MichaelDell just announced a $7.7B take-private of insurance broker Baldwin) talks about what they're looking for: targets and teams that want to transform with AI also: where incumbents will continue to win despite the AI revolution, lessons learned from investing to operating, why a permanent capital vehicle, what they've learned from applying AI in a regional bank, and why "AI private equity" works better at scale

AI transformation = tech engineering + human engineering. Super impressed with @seqholdings, great episode, @saranormous. podcasts.apple.com/us/podcas…

Blackstone celebrates the investor. Palantir celebrates the engineer. @seqholdings CEO @mjlee_2014 on No Priors: who a company celebrates decides who it can attract.

My first podcast, with my friend and investor @saranormous. We talked about what we're building @seqholdings, why now, and the opportunity we see ahead. Thanks for having me, @NoPriorsPod. open.spotify.com/episode/34N…

Indeed it must @seqholdings ft.com/content/5495d88b-b457… Michael Dell’s family office leads $7.7bn deal to take insurance broker private

Dell’s DFO Management and Sequence to take Baldwin private in $7.7B deal #TheBaldwinGroup #DFOManagement #MergersAndAcquisitions #PrivateEquity #InsuranceBrokerage bit.ly/46jE3nh

Michael, Alex, and the team they have built at @seqholdings are uniquely talented and well suited to execute a transaction of this complexity and ambition. They are exceptional people, and we are proud to support their vision for AI transformation at scale. @mjlee_2014 @alexrubin18

From napkin sketch to thoughtful $7B+ take private of a target company partnered with @MichaelDell + team in under a year.... extraordinary execution @mjlee_2014 + @seqholdings 🙏📈

RT @Lux_Capital: Proud to be backing @mjlee_2014 and @SequenceHQ on its latest move. More below 👇

The most enduring companies are built to compound for decades. Sequence is pairing that mindset with a AI native permanent holding company, and Baldwin is an extraordinary platform to prove what that can look like at scale. Congrats to @seqholdings @MichaelDell @mjlee_2014 @alexrubin18 Trevor Baldwin and the Baldwin team.

Our team @seqholdings is delighted to announce our partnership with DFO Management and the Baldwin Family to take the Baldwin Insurance Group private for $7.7B. Earlier this year, I left Palantir to take a bet on two core beliefs: 1. Bringing the builder closer to the problem is the best way to transform an organization. Our FDEs must feel deep empathy for their user's pain, and the platform they leverage must reduce the barriers to build. 2. Show me the incentive and I'll show you the outcome. We put our money where our mouth is - we're a permanent holding company with no fund timeline, no product/services to upsell, and deep belief in our operating companies. Can't wait to keep building with this team.

best team in the game - can't wait to keep building 💪

Lux family co @seqholdings with... ...some big news;)

Exciting news for @Lux_Capital family co @seqholdings!!

@seqholdings is excited to announce a partnership with the Dell Family Office and the Baldwin family to take The Baldwin Group private for $7.7 billion. The AI frontier has given humanity something new: the ability to scale intelligence with compute. However, for most businesses, the path to creating real value from that breakthrough remains a mystery. Sequence Holdings is a permanent holding company that exists to close that gap. We refound our companies with AI capabilities at their core so they deliver best-in-class customer experiences and compound their advantages for decades. We orchestrate a unique mix of world-class talent to make this all possible: thoughtful engineers, seasoned deployment strategists, and eagle-eyed investors. If you have what it takes to drive the most important transformations of our time end-to-end, we may have a spot for you. Reach out and tell us why you’re excellent!

We built @seqholdings to help scaled companies reimagine themselves for the future by bringing together frontier engineering, operating expertise and patient capital. Today, we’re excited to announce that Sequence, along with the Dell Family Office and the Baldwin family and management team, have agreed to take The Baldwin Group private and help extend its lead as the insurance firm of the future. Read more here: ir.baldwin.com/news-releases…

We’re excited to announce that Sequence, along with the Dell Family Office and the Baldwin family and management team, have agreed to take The Baldwin Group private and help extend its lead as the insurance firm of the future. Sequence was founded with an ambition to help build the next generation of leaders in the service economy through frontier engineering, operating expertise, and patient capital. Read more here: ir.baldwin.com/news-releases…

Sequence Holdings + DFO in the biggest AI transformation deal ever. Just getting started

Michael, Alex, and the @seqholdings team are taking the real AI transformation big swing here. Excited for what’s to come.