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▶ 106:48 · Gaming Industry · AAA video games built on learning engines will out-monetize entertainment games via parent ARPU
episode briefing
Invest Like The Best

Alpha School's Disruptive Vision for the Future of Education

2025-08-26 · 6 company · 3 thematic
sentiment
6 bull0 bear0 neu
speakers
joe liemandt

Joe Liemandt founded Trilogy Software in the 1990s (first AI product to sell $1B), later built ESW Capital as a software holdco acquiring and optimizing mature SaaS businesses. Three years ago he became principal of Alpha School, investing $1B+ to scale its 2-hour AI-tutored learning model via the Timeback platform.

now playing · Gaming Industry
AI Infrastructuretailwindscore 9/10joe liemandt
Generative AI + learning science enables 10x faster mastery-based education at scale
AI tutors can deliver personalized lessons at each student's knowledge graph, interest graph, and cognitive load level, closing the Bloom 2-sigma gap; closed-loop measurement (MAPS tests ev…
Education Technologytailwindscore 9/10joe liemandt
Motivation is 90% of education; giving kids their time back is the ultimate incentive
Edtech fails because it only solves the 'right difficulty' problem (10%); Alpha's system makes motivation the core product: kids crush academics in 2 hours to unlock 4 hours of project-base…
Gaming Industrytailwindscore 8/10joe liemandt
AAA video games built on learning engines will out-monetize entertainment games via parent ARPU
Parents will pay $100+/month for games that guarantee top-decile academics; embedding fluency drills (math facts, vocab) into Candy Crush/RPG mechanics solves engagement, while the learning…