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alex hormozi

T2 · manager / operator

Sold Gym Launch for $46.2M; built School platform to 30M users and $1B+ GMV; runs Acquisition.com as a brand-capital-work investment platform targeting $1-50M mid-market companies; author of three business books with a fourth coming.

2 calls·2 names·100% bull·last heard 3 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SCHOOLSchoolposition

Hormozi doubles down on School platform: 30M users, $1B+ GMV

School has reached massive scale with 30 million users and over $1B GMV, making it a 'stallion' worth running hard; Hormozi is committing brand, capital, and operational support to compound the platform's network effects.

TBPN2026-07episode →
2ndhigh conviction
$ACQUISITION.COMAcquisition.composition

Hormozi shifts Acquisition.com to brand-capital-work model, closing large fund

After 24 deals in 24 months revealed portfolio theory dynamics, Hormozi is moving from pure cash-flow family office to a concentrated 'brand plus capital plus work' model with fewer, larger bets where the product must be 'insane' and Acquisition.com brings distribution and capital.

TBPN2026-07episode →

most discussed · click a bar to filter

  • $SCHOOL
  • $ACQUISITION.COM

recurring themes

  • Frontier AI Models1
  • AI Infrastructure1
  • Enterprise AI Adoption1
  • AI Economics & Business Models1
  • AI Applications1
2 total
$SCHOOL
School
HIGHalex hormozi·TBPN·3 months ago·Alex Hormozi's Playbook for Building Billion-Dollar Businesses· position
Hormozi doubles down on School platform: 30M users, $1B+ GMV
School has reached massive scale with 30 million users and over $1B GMV, making it a 'stallion' worth running hard; Hormozi is committing brand, capital, and operational support to compound the platform's network effects.
"School, uh, was junior of 24 as well. Um, but school has, you know, we have 30 million users now. Um, and, you know, we have a billion plus GMV. Like, it's it's a very big platfor…"
37:05
$ACQUISITION.COM
Acquisition.com
HIGHalex hormozi·TBPN·3 months ago·Alex Hormozi's Playbook for Building Billion-Dollar Businesses· position
Hormozi shifts Acquisition.com to brand-capital-work model, closing large fund
After 24 deals in 24 months revealed portfolio theory dynamics, Hormozi is moving from pure cash-flow family office to a concentrated 'brand plus capital plus work' model with fewer, larger bets where the product must be 'insane' and Acquisition.com brings distribution and capital.
"We basically we stopped doing, um, deals that we were just investors in, and now it's brand plus capital plus work. And I'd rather have fewer eggs that we're going to get huge out…"
36:35
10
Frontier AI Modelstailwind
Recursive self-improvement achieved: AI now writes 80% of frontier lab code with autonomy horizons doubling every 4 months
Anthropic's data shows Claude Opus 4.6 handles 12-hour tasks (up from 4 minutes a year ago), with effective autonomy time horizons doubling every 4-7 months, implying full recursive self-improvement (infinite time horizons) within 12 months.
9
AI Infrastructuretailwind
Algorithmic plateau will trigger hardware/energy nova: Dyson swarm buildout becomes the next exponential layer
When algorithmic gains asymptote, recursive self-improvement will redirect optimization pressure down the stack, causing a 'nova' at the infrastructure layer — massive horizontal scaling of compute, energy (fusion), and manufacturing to build Dyson swarms.
9
Enterprise AI Adoptiontailwind
Hormozi: Small businesses misuse AI for dumb speed; winners shift from org-chart to workflow thinking
Most SMBs use AI for low-value tasks (meeting summaries) or build redundant tools; the real alpha is restructuring workflows so AI handles 50%+ of steps, cutting headcount per unit of output, expanding margins before price compression hits, and keeping AI usage hidden to charge human prices with tech costs.
8
AI Economics & Business Modelstailwind
Bipartisan US consensus emerges for golden shares in frontier labs to fund universal basic dividend
Both Sanders (50% equity) and the White House now support government equity stakes in frontier AI labs as the funding mechanism for UBI/universal basic dividend, creating a structural tailwind for quasi-nationalization via 5-10% golden shares (Intel precedent).
7
AI Applicationstailwind
Small businesses should apply AI to existing workflows, not start AI-native companies — org chart to workflow thinking
Hormozi argues SMBs misuse AI by launching new AI ventures instead of embedding AI into current operations: map org chart to workflows, replace human steps with AI agents, keep human pricing while tech costs drop. The arbitrage window (human prices, tech costs) expands margins before price competition arrives.