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Advanced Manufacturing · Onshoring manufacturing and defense production is a core investment theme for 8VC and Anti Fund
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Defense Techtailwindscore 8/10jeff woo
Principle-driven early backing of Anduril and Saronic signals conviction in defense tech as patriotic investing
Both 8VC and Anti Fund invested in Anduril and Saronic before they were consensus, enduring criticism because they viewed strengthening US defense capacity as a moral imperative; this princ…
Onshoring manufacturing and defense production is a core investment theme for 8VC and Anti Fund
Joe Lonsdale and Jeff Woo argue that bringing 'atoms not bits' manufacturing back to the US — exemplified by Elon Musk's lead and companies like Saronic — is critical for national security,…
AI will delete jobs at 100x industrial revolution speed; entrepreneurs must create new vocational opportunities
Jake Paul argues AI disruption is a different animal than past cycles, causing massive job displacement at unprecedented speed; he believes founders and investors have a duty to build new b…
Prediction markets merge with sports betting as casino moves online; Polymarket-Better partnership leads convergence
Jeff Woo and Jake Paul see prediction markets (Polymarket) and sports betting (Better) converging into a 'super app' where real-time probabilities enhance fan engagement; they believe onlin…
AI deepfakes and slop demand proof-of-humanity infrastructure; platforms must label synthetic content
Jake Paul, Jeff Woo, and Joe Lonsdale agree AI-generated misinformation is flooding platforms, harming older users especially; they argue social platforms (Meta, X) must authenticate human…
AI Applicationstailwindscore 7/10joe lonsdale
Short actors, long athletes and musicians: live human authenticity becomes premium as AI fakes flood screens
Joe Lonsdale and Jake Paul posit that AI can replicate scripted acting but not live sports or music; they predict a structural shift where audiences pay premium for in-person, unscripted hu…