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▶ 23:50 · $ANTHROPIC · $COGNITION · Cognition cited as potential application-layer winner in AI stack

now playing · $ANTHROPIC · $COGNITION

$SPCX···bullish· high· posjeff lowe

Anti Fund backs SpaceX for fast DPI via secondary liquidity

Investing in SpaceX growth rounds provides quick liquidity through secondary markets, enabling fast distributed proceeds to LPs.

$SPCX···bullish· high· posjeff lowe

Anti Fund participates in xAI growth rounds alongside Elon Musk's team

xAI offers access to Elon Musk's AI venture with near-term liquidity potential via secondary markets, fitting the fund's barbell growth strategy.

$OPENAIbullish· high· posjeff lowe

Anti Fund holds OpenAI position as core AI software layer bet

OpenAI is the anchor of the AI software stack; the fund is invested directly and building a barbell down the stack to inference and silicon.

$ETCHEDbullish· high· posjeff lowe

Anti Fund invests in Etched inference ASICs to capture silicon layer of AI stack

Specialized inference ASICs will win as AI workloads scale; Etched provides exposure to the hardware layer beneath model providers.

$HELIONbullish· high· posjeff lowe

Anti Fund backs Helion fusion as power infrastructure for AI compute

Fusion energy solves the looming power constraint for AI data centers; Helion is a strategic bet on abundant clean electricity for compute.

$ANTHROPICbullish· mediumjeff lowe

Anthropic named as likely winner in foundation model power law

The foundation model layer will consolidate around a few winners; Anthropic is positioned alongside OpenAI and Google to capture the power law returns.

$COGNITIONbullish· lowjeff lowe

Cognition cited as potential application-layer winner in AI stack

Application-layer AI companies like Cognition could emerge as winners alongside foundation models, though still early.

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▶ 23:50 · $ANTHROPIC · $COGNITION · Cognition cited as potential application-layer winner in AI stack

now playing · $ANTHROPIC · $COGNITION

$SPCX···bullish· high· posjeff lowe

Anti Fund backs SpaceX for fast DPI via secondary liquidity

Investing in SpaceX growth rounds provides quick liquidity through secondary markets, enabling fast distributed proceeds to LPs.

$SPCX···bullish· high· posjeff lowe

Anti Fund participates in xAI growth rounds alongside Elon Musk's team

xAI offers access to Elon Musk's AI venture with near-term liquidity potential via secondary markets, fitting the fund's barbell growth strategy.

$OPENAIbullish· high· posjeff lowe

Anti Fund holds OpenAI position as core AI software layer bet

OpenAI is the anchor of the AI software stack; the fund is invested directly and building a barbell down the stack to inference and silicon.

$ETCHEDbullish· high· posjeff lowe

Anti Fund invests in Etched inference ASICs to capture silicon layer of AI stack

Specialized inference ASICs will win as AI workloads scale; Etched provides exposure to the hardware layer beneath model providers.

$HELIONbullish· high· posjeff lowe

Anti Fund backs Helion fusion as power infrastructure for AI compute

Fusion energy solves the looming power constraint for AI data centers; Helion is a strategic bet on abundant clean electricity for compute.

$ANTHROPICbullish· mediumjeff lowe

Anthropic named as likely winner in foundation model power law

The foundation model layer will consolidate around a few winners; Anthropic is positioned alongside OpenAI and Google to capture the power law returns.

$COGNITIONbullish· lowjeff lowe

Cognition cited as potential application-layer winner in AI stack

Application-layer AI companies like Cognition could emerge as winners alongside foundation models, though still early.