Jake Paul Thinks We'll Live Forever

Summary

Jake Paul and Jeff Lowe discuss Anti Fund's $100M+ growth fund strategy, including a barbell approach, late-stage positions in SpaceX and xAI, and an AI-maxis view across models, inference, and semiconductors. They also talk about fusion via Helion, the shift toward defense, robotics, manufacturing, and bio cross AI, and why they prefer tech over celebrity and CPG brands. The conversation also covers Most Valuable Promotions, women's boxing, streaming-era boxing, and humanoid robots versus traditional sports.

• Anti Fund raised over $100M with lead investor Aquarian Holdings and roughly 10%+ GP commitment.
• The fund uses a barbell strategy: large late-stage checks into founder-led companies like SpaceX and xAI plus early-stage venture.
• Jake Paul says Anti Fund is AI-maxis, investing across OpenAI, inference providers, semiconductors, and Etched's inference ASIC.
• They invested in Helion fusion and see the next wave shifting toward defense tech, robotics, manufacturing, and bio cross AI.
• They are less excited about celebrity brands and CPG and see more upside in tech and software.
• Jake Paul discusses Most Valuable Promotions' niche in women's boxing and boxing's move to streaming distribution.
• He argues traditional human sports have a stronger business model than robot or enhanced sports.