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jeff lowe

T3 · host / generalist
7 calls·6 names·100% bull·last heard 3 months ago·TBPN
track recordleaderboard →
hit rate
0%
avg alpha
-18.4pp
scored
1

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.

TBPN2026-06episode →
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.

TBPN2026-06episode →
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.

TBPN2026-06episode →

most discussed · click a bar to filter

  • $SPCX
  • $HELION
  • $COGNITION
  • $OPENAI
  • $ANTHROPIC

recurring themes

  • AI Infrastructure1
  • Venture Capital1
  • Grid & Power Infrastructure1
  • Defense Tech1
  • AI Drug Discovery1
7 total
$HELION
Helion Energy
HIGHjeff lowe·TBPN·3 months ago·Jake Paul Thinks We'll Live Forever· 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·3 months ago·Jake Paul Thinks We'll Live Forever· 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·3 months ago·Jake Paul Thinks We'll Live Forever
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·3 months ago·Jake Paul Thinks We'll Live Forever· 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·3 months ago·Jake Paul Thinks We'll Live Forever
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·3 months ago·Jake Paul Thinks We'll Live Forever· 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
$SPCX
···
SpaceX
HIGHjeff lowe·TBPN·3 months ago·Jake Paul Thinks We'll Live Forever· 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
8
AI Infrastructuretailwind
Barbell strategy: own foundation models, inference, and custom silicon
The AI stack will concentrate value in a few foundation model winners; investing down the stack into inference providers and specialized ASICs (Etched) captures structural demand for compute efficiency.
7
Venture Capitaltailwind
Barbell fund construction: large growth checks for fast DPI + early venture for optionality
A barbell approach — deploying big checks into late-stage companies with near-term liquidity (SpaceX, xAI) while maintaining early-stage venture exposure — optimizes for both DPI and upside optionality.
7
Grid & Power Infrastructuretailwind
Fusion energy (Helion) as critical enabler for AI data center power
AI compute growth is constrained by electricity supply; fusion offers a potential step-change in clean baseload power, making Helion a strategic infrastructure bet.
7
Defense Techtailwind
Defense tech, robotics, and manufacturing represent the next 'atoms' wave
After software, the next investment frontier is physical-world automation: defense technology, robotics, and advanced manufacturing where AI meets the real world.
6
AI Drug Discoverymixed
Biology x AI convergence still early with no obvious winners yet
The intersection of AI and biology is a nascent investment theme; even Sam Altman signals it's too early for clear winners, suggesting a long horizon for company formation.