← Front page

No Priors · Thursday, September 24, 2026

Sequence Holdings Aims to Reshape Incumbents with AI Transformation

Michael Lee, CEO of Sequence Holdings, describes the company's mission as partnering with management teams of established businesses to integrate AI and transform them into market leaders. The firm focuses on acquiring and refunding businesses with a long-term vision for technological integration.

personMichael LeecompanySequence Holdings

The tape

3 quotes
“You think about your typical investment at a fund, you're typically trying to figure out how do we start to package this and sell this thing in three years. That is just a very different framing for how we think about technological transformation and what are the investments you're willing to bring to bear here.”
Michael Lee
“What we do at Sequris. We're trying to do one deal per year. That's it. Our job is to do one.”
Michael Lee
“Sequence Holdings, which is a permanent holding company that works with management teams to buy and refund their businesses to be market leaders with AI.”
Host
Heard on No Priors — “Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee”, published Thursday, September 24, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.05
Sequence Holdings Aims to Reshape Incumbents with AI Transformation — Heardvine