Long Lake Management
also referred to as: long lake
10 statements across 1 episodes · 7 bullish · 0 bearish · 1 people on the record · first statement May 11, 2026 by Alexander Taubman · said 18 times in 3 episodes since 2026 · across every show →
Mentions by year
brought up most by Alexander Taubman (12), Elad Gil (5), Ofir Ehrlich (1)
tap a year for its mentions
2026 18 mentions in 3 episodes 6 per episode
- Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
- Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak
- every mention in 2026, scene by scene →
Everything said about Long Lake Management, oldest first
May 11, 2026 bullish
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…”
May 11, 2026 positive
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…”
May 11, 2026 neutral
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 …”
May 11, 2026 bullish
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.”
May 11, 2026 bullish
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…”
May 11, 2026 positive
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…”
May 11, 2026 positive
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.”
May 11, 2026 positive
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…”
May 11, 2026