From HOA Management to $4B in Revenue & $6.3B Deal for Amex GBT | Alexander Taubman, Long Lake
Sep 30, 2026 · 1:02:10
Long Lake co-founder and CEO Alexander Taubman tells David Senra how his company bought American Express Global Business Travel for $6.3 billion, expecting over $4 billion of combined revenue the next year after close to 40 acquisitions. He argues AI models are proven but diffusion into the real economy is the hard problem, so Long Lake buys profitable businesses and deploys its Nexus platform, with engineers sitting in the field, rejecting software sales because only owners can change how industries work. He contends productivity gains create jobs rather than cut them, cites his grandfather's 'threshold resistance' plus Danaher, Henry Singleton and John Malone, says Long Lake never sells companies, and argues decades of compounding could build a trillion-dollar company.
