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joe liemandt

T2 · manager / operator

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.

6 calls·6 names·100% bull·last heard last year·Invest Like The Best
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
$PRODIGY-EDUCATION-GAMESProdigy Education Games (internal AAA studio)position

Liemandt invests $100M+ to build AAA video games on Timeback learning engine

Video-game mechanics (Candy Crush-style fluency games, RPG training centers) can supply the 90% motivation layer that edtech lacks; parents will pay $100/mo for games that drive top-10% academics, creating a massive ARPU advantage over entertainment games.

Invest Like The Best2025-08→
2ndhigh conviction
$TIMEBACKTimebackposition

Timeback platform aims to deliver 10x faster learning via AI tutor and vision-model coaching

The Timeback engine combines generative AI lesson personalization (Incept), real-time vision-model anti-pattern detection, and mastery-based assessment to achieve 10x learning speed; beta launch targeted for late 2025, then distribution via homeschool, micro-school, and public-school channels.

Invest Like The Best2025-08→
3rdhigh conviction
$ALPHA-SCHOOLAlpha Schoolposition

Liemandt commits $1B to scale Alpha School's 2-hour learning model nationally

AI-driven personalized tutoring enables kids to master academics in 2 hours/day, freeing 4 hours for life-skills workshops; the closed-loop system delivers 2x learning gains measured by MAPS tests, and the model is ready to scale via software platform Timeback.

Invest Like The Best2025-08→

most discussed · click a bar to filter

recurring themes

6 total
$PRODIGY-EDUCATION-GAMES
Prodigy Education Games (internal AAA studio)
HIGHjoe liemandt·Invest Like The Best·last year· position
Liemandt invests $100M+ to build AAA video games on Timeback learning engine
Video-game mechanics (Candy Crush-style fluency games, RPG training centers) can supply the 90% motivation layer that edtech lacks; parents will pay $100/mo for games that drive top-10% academics, creating a massive ARPU advantage over entertainment games.
"we've invested over hundred million in getting some of the best video game designers in the world... they are building a video game on top of the 2-hour learning engine that they…"
106:48
$TEXAS-SPORTS-ACADEMY
Texas Sports Academy
MEDjoe liemandt·Invest Like The Best·last year
Texas Sports Academy plans 1,000 micro-schools for D1 athletes on Timeback + school-choice vouchers
Texas ESA vouchers enable micro-school entrepreneurs to pair Timeback's 2-hour academics with elite afternoon sports coaching; the model targets 1,000 districts, promising best-in-state test scores while unlocking athletic passion as motivation.
"Texas just passed school choice billion dollars... this group is basically they're building Texas Sports Academy... goal is to go to every school district in Texas... build a micr…"
92:24
$TIMEBACK
Timeback
HIGHjoe liemandt·Invest Like The Best·last year· position
Timeback platform aims to deliver 10x faster learning via AI tutor and vision-model coaching
The Timeback engine combines generative AI lesson personalization (Incept), real-time vision-model anti-pattern detection, and mastery-based assessment to achieve 10x learning speed; beta launch targeted for late 2025, then distribution via homeschool, micro-school, and public-school channels.
"the code name of our product... time back was the name of the product. Give kids their time back... we have a burndown chart of how we're going to... we think and we do believe th…"
39:28
$GT-SCHOOL
GT School (Gifted & Talented)
MEDjoe liemandt·Invest Like The Best·last year
GT School concept targets 500 campuses for self-motivated academic kids learning 3-5x faster
The 5-10% of kids who love academics for its own sake are uncapped by mastery-based AI tutoring, achieving 3-5x learning rates; a national chain of GT schools on Timeback would serve this underserved segment profitably.
"another school that we've started... is uh GT school gifted and talented school... those kids are learning 3x 4x 5x... there should be 500 GT schools around the country"
94:36
$ALPHA-SCHOOL
Alpha School
HIGHjoe liemandt·Invest Like The Best·last year· position
Liemandt commits $1B to scale Alpha School's 2-hour learning model nationally
AI-driven personalized tutoring enables kids to master academics in 2 hours/day, freeing 4 hours for life-skills workshops; the closed-loop system delivers 2x learning gains measured by MAPS tests, and the model is ready to scale via software platform Timeback.
"my job is to get this to a billion kids and so I need a software platform to do it... time back was the name of the product. Give kids their time back"
39:28
$GAUNTLET-AI
Gauntlet AI
MEDjoe liemandt·Invest Like The Best·last year· position
Gauntlet AI runs free 100-day, 100-hour/week AI bootcamp with 50% washout and $200k job placement
Extreme, selective, project-based training creates immediately employable AI engineers; the model proves high-standard, high-support pedagogy works for adults and creates a talent pipeline for portfolio companies.
"there's a program uh that's in Austin that's running right now uh called Gauntlet AI... 100 days of 100 hour weeks to learn AI... free for people to go through this... 50 plus per…"
130:07