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

Why it matters

Michael Lee explains how Sequence Holdings approaches enterprise AI transformation by acquiring and reshaping incumbent businesses rather than simply replacing them. The discussion covers frontier engineering at BankSouth, the Atlas platform, holding-company structures, and why traditional consulting, software sales, and private equity may fall short.

Discuss: How might Sequence’s holding-company model and frontier engineering approach change the trade-off between replacing incumbents and transforming them with enterprise AI?

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Watch: https://www.youtube.com/watch?v=TCpRwJBQvW0

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