Disclosure certainty 5/5 debate potential 1/5

Woo: Anti Fund has invested in OpenAI and semiconductor startup Etched

Jeff Woo · Jake Paul Thinks We'll Live Forever · Jun 18, 2026 · at 23:24

Jeff Woo, partner at Anti Fund alongside Jake Paul, discusses the firm's AI investment thesis across different layers of the technology stack.

0:00 / 0:12exact quote · 12.5s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“We're pretty AI maxis here, so we're in OpenAI, and then going down that stack, right? So, you go down the inference providers, like the modals, and then you go to the semiconductors, so we're in Etched, which is an inference ASIC.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Jeff Woo

Prediction Not checkable as stated
Woo: The AI software race will be won by well-capitalized tech incumbents
“So, I think, in some sense, I think the software game is gonna be won by an OpenAI, Anthropics, SpaceX, Google, maybe about Cognition, and some of these like,”
Jeff Woo Jun 18, 2026 ▶ 23:40 Jake Paul Thinks We'll Live Forever
Insight
Woo: NFL players struggle to build brands because the league controls distribution
“I think that's why like NFL players are very hard to cross over because like one, their face is not even recognizable because they're in helmets all the time. And then two, the NFL owns their distribution, right? Like NFL is their distribution channel. They do…”
Jeff Woo Jun 18, 2026 ▶ 26:28 Jake Paul Thinks We'll Live Forever
Disclosure
Woo: Anti Fund recently invested in nuclear fusion startup Helion
“We just did Helion, which is a fusion company.”
Jeff Woo Jun 18, 2026 ▶ 23:37 Jake Paul Thinks We'll Live Forever
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.