2025
Sequence began working with BankSouth as a services customer on August 4.
“And that started off August of last year. In fact, it was August 4th.”
Topic
Sequence Holdings
9 facts from 1 episode, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
2026
Sequence's BankSouth investment was a minority stake, with a venture-sized check.
“It was an ability to buy a minority stake, so a venture scale s type check to operate in a real enterprise-like environment.”
2026
Lee says BankSouth's average consumer underwriting time decreased by 94% after Sequence began work in March.
“What we've done now today is we've built a system that can take take on all consumer loans within the organization. So the average cons- consumer underwriting today has decreased by 94 since we got started in March.”
Undated
Sequence Holdings and the Dell family office announced a $7.7 billion take-private of Baldwin.
“They just announced the largest AI take private to date with the Dell family office of Baldwin for $7.7 billion.”
Undated
Sequence Holdings and the Dell family office will co-control Baldwin.
“we are gonna be co-controlling this at Baldwin together, and we expect to be partners for a long time.”
Undated
Atlas is Sequence Holdings' shared technology platform, built first at BankSouth.
“One is Atlas, which is our platform, which I'll tell you about here more in a second.”
Undated
Atlas's second layer is an agent builder for creating AI agents grounded in ground-truth data.
“The layer on top of that is our agent builder, which is basically how do we build high performance agents grounded in ground truth”
Undated
Lattice is the orchestration engine in Sequence's Atlas platform, used to run workflows with AI agents.
“The third component to it is what we call lattice, what it, which is our orchestration engine, which is like, how do we actually instrument workflows using the agents that we've built?”
Undated
Lee says Sequence aims to complete about one deal per year and has no required pace of deploying capital.
“We're trying to do one deal per year, that's it. We don't have a deployment cadence.”
Episodes