Insight
Woo: Controlling culture and taste wins when compute commoditizes execution
“I think it's an interesting world where if execution is commoditized to compute, then it goes back to, okay, like literally the most creative person, but also the person who can control culture and dictate taste is the one who wins.”
Opinion
Woo: Culturally authentic creators will outlast stunt-reliant peers like MrBeast
“So my hot take is that I am long people that have true cultural affinity to Their viewers versus reliance on stunts and spectacle.”
Disclosure
Woo: Logan Paul is joining Anti Fund's venture partnership
“Yeah, I think Logan is a great addition to the partnership.”
Assertion Partly supported
Woo: Prime is the fastest-growing beverage in history with $1B sales
“Prime, fastest growing beverage in history multiple businesses that he's created in over the years, so I think in terms of, one, to me, it's like, aside from, like, the fame and the influence, just like, he sold a billion dollars of beverages in a couple years”
Insight
Woo: Power laws govern individual human output just like startups and venture funds
“I think with this current generation of tech, there's power law to startups, power law to venture capital firms, but I think there's also fundamentally power laws to people.”
Assertion Not checkable as stated
Woo: Anti Fund meets with OpenAI Chief Research Officer Mark Chen on roadmap
“Because, like, you're sitting down with Mark Chen, the chief research officer of OpenAI, talking about, like, the roadmap and the future models that they're working on.”
Insight
Woo: The greatest business operators switch roles rapidly like state machines
“So, but I think that's what the greatest operators are like. Like you just get dropped in situations and you're like a state machine. You switch really quickly.”
Disclosure
Woo: Anti Fund is a major investor in OpenAI
“We're big investors in OpenAI”
Disclosure
Woo: Anti Fund summit aims to be next-gen Allen & Co
“We hosted our first anti-fund summit there, and I think it'll be, our goal with that will be, it's, like, the next generation cooler version of Deer Valley, the Allen & Co.”
Disclosure
Woo: Anti Fund targets a 5x net fund return
“We want to have a five X net fund. So how do we invest in the right founders? How do we Actually support the portfolio to achieve those returns.”
Disclosure
Woo: Anti Fund manages $65M+ AUM and is investing a $30M vehicle
“So we have about 65 mil plus AUM total. We're currently investing in a thirty million dollar vehicle.”
Disclosure
Woo: Anti Fund writes $250K entry checks, then scales to multimillion checks
“Typically we'll do like a 250 K entry check to build a relationship, and then we'll size up multimillion dollar checks to companies that are working, that we like the product, we like the team, and we double and triple down.”
Disclosure
Anti Fund focuses on AI infrastructure, applied AI, and robotics
“I think a lot of the themes are AI infrastructure applied AI and robotics which might sound very counterintuitive because like we have pretty unfair access to consumer companies which we will do on occasion.”
