Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.

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0:00 - Intro
1:00 - Why VCs are hunting for choke points in every industry
4:45 - Can OpenAI & Anthropic crush every AI startup?
13:40 - How Geoff uses AI daily & the tungsten choke point
17:43 - Investing across public & private markets
25:48 - The memory trade, CapEx & the power/fusion bet
33:07 - How top investors like Peter Thiel play every trend at once
35:03 - Inside Anti Fund's defense thesis
39:50 - AI, robots & the ethics of force
45:15 - The Waymo & teenagers story
52:18 - Facial recognition & the end of privacy
54:44 - Neuralink vs ultrasound brain-computer interfaces
57:05 - Biohacking, sleep & the future of longevity
1:06:33 - Gambling, hustle culture & internet fame
1:22:20 - Geoff's honest take on bitcoin
1:26:19 - Where to find Anti Fund

Jake Paul's Business Partner on Bitcoin, AI & the Next Trillion-Dollar Trade | Geoff Woo

The Pomp Podcast

Jake Paul's Business Partner on Bitcoin, AI & the Next Trillion-Dollar Trade | Geoff Woo