Clark Donovan

@llmh

[Alexander Taubman @alextaubman]

David’s Founders podcast is a required part of onboarding for every new Long Lake employee. It was a privilege to sit down with him and tell the Long Lake story in full for the first time.

[Clark Donovan @ClarkDonovan7]

@davidsenra @alextaubman So good!

[Clark Donovan @ClarkDonovan7]

@llmh @alextaubman @davidsenra Leaking alpha...

[Clark Donovan @ClarkDonovan7]

@alextaubman It's true, I watched them all

[Clark Donovan @ClarkDonovan7]

@davidsenra @alextaubman So excited 🎥

[Clark Donovan @ClarkDonovan7]

Last year I cold emailed Alex with the subject line “Free Worker.” Here I am a year later.

We’re hiring. If you’re interested, send us an email [email protected]

[Alexander Taubman @alextaubman]

Today, Long Lake completed our $6.3B acquisition of Amex GBT.

Long Lake acquires and transforms generational businesses with AI across the American services economy.

Amex GBT is the travel partner for 17,500 businesses in 140 countries. Last year, Amex GBT booked 35 million trips for 10 million travelers.

This marks Long Lake’s 40th acquisition, and our family of companies now employs nearly 30,000 people.

We founded Long Lake three years ago with the thesis that AI is going to change every company, but there’s a large overhang between AI capabilities and how most businesses leverage AI tools.

We partner with strong, profitable, and growing businesses to help them deploy AI and improve their customer service.

Our first cohort of companies has doubled their EBITDA in less than two years through topline and productivity growth, all while increasing headcount. (We’re proud to say that we’ve never conducted a layoff.)

We’re excited to share a bit more about what we’ve been up to.

[Clark Donovan @ClarkDonovan7]

@alextaubman Incredibly grateful to be part of the team!

[Clark Donovan @ClarkDonovan7]

@llmh ✈️

[Clark Donovan @ClarkDonovan7]

@sdand Long Mail

[Clark Donovan @ClarkDonovan7]

@eladgil Incredible team!

[Clark Donovan @ClarkDonovan7]

@amexgbt @llmh So excited to partner with the team!

[American Express GBT @amexgbt]

Today, American Express Global Business Travel completed its acquisition by @llmh and is now a privately held company. Read the full announcement: https://t.co/LGeUqAx3JE

[Clark Donovan @ClarkDonovan7]

@subawse @alextaubman @rasmuswissmann Product 🚀

[Clark Donovan @ClarkDonovan7]

@_sonith @RyanSerhant This is a great one!

[Elad Gil @eladgil]

Long Lake did the world's first (to my knowledge) AI-driven take private of a public company

-$6.3B acquisition
-100 year old Amex Global Business travel
-Plan to transform it with AI

Spoke w CEO Alex Taubman on @NoPriorsPod about it in his first public podcast ever

[Clark Donovan @ClarkDonovan7]

@bennpeifert Just sent you an email on this

[Steven Pang @thewildstevenp]

A 10-minute application for $100,000.

A free, no-strings-attached prize for builders, scientists, operators.

Introducing the Eigenprize. ↓

run by @menemazarakis, @markkhrapko, & yours truly :)

[Clark Donovan @ClarkDonovan7]

Someone reached out about buying a sauna from one of my companies, https://t.co/sfJWPhAO1P

I called him, and we ended up talking for over an hour. Turns out - he owns 40+ bars across the East Coast, and his sister was my teacher in high school.

The world is small. If you’re curious and ask questions, people are surprisingly open.

He’ll probably become a customer, but more importantly - I learned a ton and maybe even found a mentor.

[Clark Donovan @ClarkDonovan7]

Everyone has ideas.
Almost no one acts on them.
The biggest differentiator isn’t genius... it’s taking the first step.

Once you start, momentum takes over.

I’ve learned that every good business begins with action.

[Sonith @_sonith]

Notes from dinner with @naval (part 8):