jacob lorettson

T3 · host / generalist
9 calls·9 names·78% bull·last heard 2 months ago·20VC
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
1stmedium conviction
$FIGFigma

Figma remains essential design system storage for scaling products

As products scale beyond trivial size, teams need a centralized design language repository for consistency — Figma fills this role well today though prototyping tools may eventually displace it.

20VC2026-06
2ndmedium conviction
$OPENAIOpenAI

OpenAI models rotated weekly with Anthropic for task-specific routing

Legora evaluates OpenAI and Anthropic models weekly per task, showing no durable moat for either — the winning model changes frequently based on latency/performance tradeoffs.

20VC2026-06
3rdmedium conviction
$FACTORYFactory

Factory benefits from model-agnostic AI coding agent strategy

Like Cognition, Factory's independence from any single model provider lets it optimize for performance and cost across the model landscape.

20VC2026-06

most discussed · click a bar to filter

9 total
$FIG
···
Figma
MEDjacob lorettson·20VC·2 months ago
Figma remains essential design system storage for scaling products
As products scale beyond trivial size, teams need a centralized design language repository for consistency — Figma fills this role well today though prototyping tools may eventually displace it.
"We still use Figma. Yes... as soon as you start building a system that's larger than something very small, you want consistency and you want um to have a design language and all t…"
14:23
$QWEN
Qwen (Alibaba)
LOWjacob lorettson·20VC·2 months ago
Qwen local models enable offline AI coding on device
Alibaba's Qwen models run locally on laptops/phones, proving open-source models can deliver usable coding assistance without cloud connectivity — a sovereignty and productivity tailwind.
"I have local models running so I can keep coding. But it's just like a Gwen model that runs and helps me code."
27:59
$OPENAI
OpenAI
MEDjacob lorettson·20VC·2 months ago
OpenAI models rotated weekly with Anthropic for task-specific routing
Legora evaluates OpenAI and Anthropic models weekly per task, showing no durable moat for either — the winning model changes frequently based on latency/performance tradeoffs.
"We've spin between OpenAI and Anthropic. We we keep evaluating all the different models... the best model changes by weekly almost."
26:16
$FACTORY
Factory
MEDjacob lorettson·20VC·2 months ago
Factory benefits from model-agnostic AI coding agent strategy
Like Cognition, Factory's independence from any single model provider lets it optimize for performance and cost across the model landscape.
"I actually disagree and that's why I actually think both Cognition and Factory all do very well because they're model independent."
37:28
$ANTHROPIC
Anthropic
MEDjacob lorettson·20VC·2 months ago
Anthropic Claude Code preferred for performance over latency in legal AI
Legora routes tasks to Anthropic models when quality matters most, accepting higher latency because lawyers prioritize accuracy over speed — a strong signal for Claude's enterprise positioning.
"We not 15, but yeah, maybe 10... for each task, we will evaluate what model is best at this latency, performance, not so much cost... almost always performance. Performance is mor…"
26:32
$COGNITION
Cognition
MEDjacob lorettson·20VC·2 months ago
Cognition positioned to win as model-independent AI coding agent
Cognition's model-agnostic approach lets it route to the best model per task, avoiding vertical integration lock-in that hurts Cursor post-acquisition.
"I actually disagree and that's why I actually think both Cognition and Factory all do very well because they're model independent."
37:28
$CURSOR
Cursor
MEDjacob lorettson·20VC·2 months ago
Cursor acquisition by xAI undermines model independence thesis
Cursor's sale to Grok/xAI vertically integrates the IDE with a model provider, destroying its value as a neutral routing layer that optimizes token spend across models.
"I actually disagree and that's why I actually think both Cognition and Factory all do very well because they're model independent. But if you... 100% [tied to X]."
37:28
$WHISPER-FLOW
Whisper Flow
LOWjacob lorettson·20VC·2 months ago
Whisper Flow called underrated AI tool with high switching pain
Whisper Flow's voice-to-text workflow creates strong user lock-in, but its cloud-only architecture may become a liability as local models improve.
"one for me would be whisper flow. Like the pain of removing whisper flow for me is like immense... I think we're gonna get more local models though. Whisper flow is not local."
53:03
$HARVEY
Harvey
MEDjacob lorettson·20VC·2 months ago
Harvey's aggressive hiring gives edge in legal AI talent war
Harvey outpaced Legora by hiring more aggressively, capturing top talent that compounds into product velocity — a lesson Legora's CTO now applies internally.
"I think they've um they've been more aggressive with hiring, which I actually think um I have not been aggressive enough with hiring because I've I've always tried to have a very…"
31:06