Sarah Guo
@saranormous
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
