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$OPENAI · Anti Fund holds OpenAI position as core AI software layer bet
now playing · $OPENAI
$XAIbullish· 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.
$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.
$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.