Why Use a Holding Company to Add AI to a Company?
Michael Lee says a permanent holding company is the way to add AI to a market leader, because the work needs shared engineering, capital that stays, and a culture that is not built to deploy funds.
Sequence wants to partner with strong organizations, bring a frontier engineering team, and share one platform across the companies it owns. A holding company lines up the life of the capital with the years of investment and operating work a full transformation takes. The culture has to aim at forging market leaders, not at deploying capital. Retained earnings then have a place to go: support the companies already owned, and fund the next ones. For that job, a holding company was the only structure that fit.
Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee ·