Issue No. 20Week ending Sunday, May 17, 2026621 episodes · 2738 articles
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Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman

With Elad Gil, Alexander Taubman · Sunday, May 17, 2026

Long Lake CEO Alexander Taubman discusses his firm's unique AI-driven acquisition strategy, exemplified by the $6.3 billion take-private of American Express Global Business Travel. He explains how Long Lake uses its Nexus AI platform to transform traditional service industries, focusing on growth and employee productivity rather than just cost-cutting, and shares the long-term vision for this approach.

Key takeaways

  • Long Lake Capital acquired American Express Global Business Travel (Amex GBT) for $6.3 billion, a deal Elad Gil called the "world's first AI take-private" of this magnitude. Read more →
  • Long Lake Management, led by Alexander Taubman, employs a unique "AI take private" strategy, best shown by its $6.3 billion acquisition of American Express Global Business Travel. Read more →

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