// PERSON
Jamin Ball
ROLE PARTNERAT ALTIMETER CAPITALMENTIONS 3LAST SEEN JUNE 23, 2026
// BIO
Investor at Altimeter Capital / Cotu known for the 'token path' framework in AI investing.
Discussed in
// RECENT MENTIONS
// SIGNALS
3 SIGNALS
01
mention·Data Driven VC·JUNE 23, 2026
“The real moat was the hundreds of workflows built around the system of record. Swapping meant rebuilding every workflow in the critical path, a cost that almost always exceeded the value of switching.”
02
mention·Data Driven VC·JUNE 23, 2026
“The real moat was the hundreds of workflows built around the system of record. Swapping meant rebuilding every workflow in the critical path, a cost that almost always exceeded the value of switching.”
03
mention·Invest like the best·MAY 20, 2026
“I think it comes from a guy, an altimeter, Jamin Ball. But he just said, if you're a software company or an AI company of any kind, you have to be in the token path.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.