Alexander Taubman
Co-founder & CEO, Long Lake Management. On 1 show, 1 appearance. The Shows tab opens the full record on each.
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Alexander Taubman is the co-founder and CEO of Long Lake Management. He oversees permanent-capital private equity investments and AI-driven business transformations, including the acquisition of American Express Global Business Travel.
1shows
1appearances
11statements
0resolved
0supported
0contradicted
Everything Alexander Taubman said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Taubman: 30-40% AI efficiency gives service businesses software-like incremental margins
“What we've done with AI is when you make your existing teams 30, 40% more efficient and they can handle more customers it changes the whole mindset of the organization. Now you're growing, you look like a software company now where you're now growing with High…”
Taubman: Long Lake HOA business accelerated from 0-5% to 20%+ annual growth
“We're fastest growing company in the HOA industry. Now we are growing organically. We, when we invested in the businesses, they're typically growing zero to five percent a year in terms of volume. We're now growing 20 plus percent a year.”
Taubman: Direct ownership drives better business outcomes than selling SaaS
“We think that you can drive better win-win business outcomes with deeper alignment. And so by actually owning the companies and owning those customer relationships directly, we can drive better, better results. Software companies are wonderful. We partner with…”
Taubman: 80% of Long Lake's AI platform infrastructure is shared across verticals
“I'd say roughly 80% of the infrastructure is shared across the verticals, and then there's a lot of work to take it and deploy it into those end markets, and the deployment involves mapping workflows, understanding data sources, cleaning up data sources, integ…”
Taubman: Long Lake deploys AI to acquired companies within days
“In the beginning, it took us over a year with our first acquisitions to actually, you know, find the real potential of AI and see it in the business outcomes. But now within days of partnering with a company, we can deploy this very quickly and see immediate i…”
Taubman: Talent leaves legacy PE for Long Lake's AI-native approach
“We have folks from Blackstone, TPG, HIG, and mostly the reason they come to Long Lake is because, you know, even though these firms are extraordinary firms at what they do, they're not AI native.”
Taubman: AI transformation of service businesses requires a two-to-five-year cycle
“You can't do this in a year. You can't do this even in two years, three years. This is a multi-year transformation. These are these are sort of compounding effects where as you, as we talked about earlier, as you sort of give your people better tools, you get …”
Taubman: Long Lake aims to hold acquired companies permanently
“I'd want to own that company forever and compound on that advantage for decades to come and then extrapolated into ancillary areas and other service lines. And so our vision really is to be a long-term owner partner to world-class services companies.”
Taubman: Enterprise AI adoption is currently only around 1% penetrated
“AI is very, very underpenetrated. It's probably around one percent penetrated in terms of real enterprise AI use cases”
Taubman: Labor-intensive service businesses keep only 20 cents per incremental revenue dollar
“In these industries that are very labor intensive, if you grow 20%, you might need to go hire another 20% people. And then you got first, you got to find them, you got to train them, then you have to manage them. And if you're already making a lot of money and…”
Taubman: Long Lake will deploy Nexus platform across Amex GBT
“Our vision is to really double down on the company's existing AI transformation strategy. And we see it as, you know, any industry that we operate in, we see our Nexus platform is giving our team members superpowers, deliver better customer outcomes, faster re…”
One line per show, most statements first. The link opens Alexander's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 NO PRIORSLEDGER | Co-founder & CEO, Long Lake Management | 1 | 11 | — | full record on No Priors → |