Michael J. Lee; Alexander C. Rubin · Sequence Holdings
Explains refounding scaled service businesses with engineers, operators, patient ownership, and Atlas. Reports BankSouth loan-stage and turnaround improvements.
Reading Room
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.
Advanced filters
All reading (13)
Page 1Luke Sophinos · Linear
Links earlier venture-buyout and growth-buyout terminology to current roll-up activity and presents AGI as a newer example.
Nilam Ganenthiran · Beacon Software
Describes permanent ownership alongside a central operating platform, engineering help, and local company continuity.
Aravind Srinivasan; Samay Shamdasani; Arthur Fernandes Araujo; John de Wasseige · OpenAI / Thrive Holdings
Describes a practitioner-feedback and evaluation loop for Tax AI. Reports a 7,000-return pilot, roughly one-third less preparation time, and about 50% greater throughput.
Shawn Dimantha
Emil Fröberg · Emil Fröberg
Argues for owning distribution while acknowledging the difficulty of combining software development with acquisition integration.
Joe Lonsdale · Joe Lonsdale / 8VC
Links better document processing, legacy-system automation, and conversational agents to owning and executing service workflows. Discusses Sequence and Arcos.
Evan Lyseng · Cautious Optimism
Revisits the thesis through capital structure, real product advantage, and the time required for compounding. Separates platform-building dollars from asset-purchase dollars.
Jonathan R. Feilberg · Jonathan’s Substack / Bifrost Studios
Explains the hybrid of technology development, serial acquisition, and permanent-compounder inspiration.