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jeff lowe

T3 · host / generalist
7 calls·7 names·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$HELIONHelion Energyposition

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.

TBPN2026-06→
2ndhigh conviction
$SPCXSpaceXposition

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.

TBPN2026-06→
3rdhigh conviction
$OPENAIOpenAIposition

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.

TBPN2026-06→

most discussed · click a bar to filter

recurring themes

7 total
$HELION
Helion Energy
HIGHjeff lowe·TBPN·2 months ago· position
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.
"We just did Helion which is a fusion company."
23:40
$SPCX
···
SpaceX
HIGHjeff lowe·TBPN·2 months ago· position
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.
"going into SpaceX and XAI, working with Jared Birchall to get into some of those rounds, and then you know, you're you're liquid very quickly. And so, I think that's very attracti…"
2:02
$COGNITION
Cognition
LOWjeff lowe·TBPN·2 months ago
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.
"I think that software game is going to be won by an open AI Anthropic space X, Google, maybe with Cognition and some of these like Yeah, like"
23:50
$OPENAI
OpenAI
HIGHjeff lowe·TBPN·2 months ago· position
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.
"we're pretty AI maxis here. So, we're in open AI and then going down that stock, right? So, you go down the inference providers like the models and then you go to semiconductors w…"
23:02
$ANTHROPIC
Anthropic
MEDjeff lowe·TBPN·2 months ago
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.
"I think that software game is going to be won by an open AI Anthropic space X, Google, maybe with Cognition and some of these like Yeah, like"
23:50
$ETCHED
Etched
HIGHjeff lowe·TBPN·2 months ago· position
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.
"we're pretty AI maxis here. So, we're in open AI and then going down that stock, right? So, you go down the inference providers like the models and then you go to semiconductors w…"
23:02
$XAI
xAI
HIGHjeff lowe·TBPN·2 months ago· position
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.
"going into SpaceX and XAI, working with Jared Birchall to get into some of those rounds, and then you know, you're you're liquid very quickly."
2:02