Only founder with two companies in the S&P 500. Currently leading Block's transformation into an AI-centered 'mini-AGI' organization, eliminating traditional hierarchy in favor of an intelligence layer. Known for high conviction bets (Cash App, Square lending) despite initial board/stakeholder opposition.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Jack Dorsey is aggressively transforming Block from a hierarchical organization into an intelligence-centered company where AI agents (Goose, Claude Code) handle information flow, reducing management layers from 5 to 2-3 and enabling every employee to query the company's world model in real time. He believes the company's limiting factor is its roadmap, and AI will let customers drive product development directly.