Transcript
Introduction
Patrick
My guest today is Joe Liemandt. Joe is the principal at Alpha School and the founder of Trilogy Software and ESW Capital. He became the youngest member of the Forbes 400 in the 1990s before vanishing from public view for two decades, only to emerge with a $1 billion bet that he can make kids learn 10 times faster using AI.
Joe has built an AI tutoring system so effective that students at his Alpha School literally beg not to take summer breaks, achieving two times learning outcomes in just two hours with standardized test results that compete with the very best schools in the world.
We dive deep into why this could be the most valuable product he's ever built, his contrarian thesis that traditional SaaS is facing AI-driven obsolescence, and how his experience buying a hundred plus software companies prepared him for this moonshot in a trillion-dollar market that hasn't been innovated on in 200 years.