Teahose.
SIGN IN
NEW HERE — WHAT TEAHOSE DOES
We read the entire AI & tech firehose — so you don't have to.
PODPodcastsAll-In, No Priors, Acquired…
NEWNewslettersStratechery, Newcomer…
PAPPapersPhysical AI research
PHProduct Huntdaily launches
VCInvestor ScoutSequoia, a16z, Benchmark…
CLAUDE DISTILLS →
7 reads, 30 sec each — free, 6 AM ET.
+ a live graph of the companies, people & themes underneath.
HOME/PEOPLE/MICHAEL LEE
// PERSON

Michael Lee

ROLE CO-FOUNDER AND CEOAT SEQUENCEMENTIONS 8LAST SEEN SEPTEMBER 24, 2026
// BIO

Michael J. Lee is the co-founder and CEO of Sequence Holdings, a New York-based investment holding company focused on acquiring and transforming incumbent businesses with frontier engineering and AI. He previously served as Managing Director and Head of Private Investments at Lone Pine Capital for eight years, and held earlier roles at Apollo Global Management and Goldman Sachs. He is best known for leading Sequence's take-private acquisition of The Baldwin Group in partnership with the Dell family office, a transaction valued at approximately 7.7 billion dollars. He holds a BS in Business Administration with a concentration in Finance from Georgetown University.

Discussed in
// RECENT MENTIONS
// SIGNALS
8 SIGNALS
01
mention·No Priors·SEPTEMBER 24, 2026
Source→
02
mention·No Priors·SEPTEMBER 24, 2026
Source→
03
funding·No Priors·SEPTEMBER 24, 2026

“Baldwin Insurance Group — Insurance brokerage that Sequence just took private in partnership with the Dell family office for $7.7 billion, the largest AI take-private to date.”

Source→
04
mention·No Priors·SEPTEMBER 24, 2026
Source→
05
mention·No Priors·SEPTEMBER 24, 2026
Source→
06
mention·No Priors·SEPTEMBER 24, 2026
Source→
07
mention·No Priors·SEPTEMBER 24, 2026
Source→
08
mention·No Priors·SEPTEMBER 24, 2026
Source→

AI-extracted from podcast / newsletter / paper summaries. May contain errors.

Michael Lee · Co-founder and CEO at Sequence — 8 mentions on Teahose