Anti Fund co-founder Geoffrey Woo details the venture firm's primary investment themes.
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.”