Start here
Start here: how an AI holding company works
A five-minute introduction to buying businesses, changing their workflows with AI, and the execution questions that determine whether the idea works.
Engraved illustration of a rough sea. The picture is decorative; the site works without it.
Read the arguments shaping this field: original letters and essays, independent reporting, interviews, and podcasts. Every item says whether the text is available here or should be read at its publisher.
Start here
A five-minute introduction to buying businesses, changing their workflows with AI, and the execution questions that determine whether the idea works.
Baldwin's preliminary Q3 figures, as reported by Insurance Business, include $21M of go-private costs so far; the acquisition by Sequence Holdings and DFO Management is announced and still pending, with closing expected in Q1 2027.
Baldwin announces a $7.7B enterprise-value agreement; expected close Q1 2027.
Founders welcome Affinity Partners and Dell Family Office as new partners.
Sequence reports BankSouth loan stages fell from nine to three.
Lee disclosed $75M raised across seed and Series A.