Why Attention is Becoming a Competitive Advantage | a16z

Watch on YouTube ↗  |  June 22, 2026 at 14:35  |  1:04:19  |  a16z
Speakers
Geoff Woo — Co-founder, Anti Fund
Jake Paul — Co-Founder, Most Valuable Promotions

Summary

Jake Paul and Geoff Woo join the a16z podcast to announce Anti Fund's new $100 million oversubscribed growth fund. They discuss the fund's portfolio of AI, defense, and space companies, their investment philosophy, and why attention and cultural distribution are becoming scarce advantages as capital and AI proliferate. The conversation also covers founder resilience, media strategy, politics, education, and the future of the creator economy.

  • Anti Fund announced a $100M oversubscribed growth fund.
  • Portfolio includes SpaceX, OpenAI, Anthropic, Anduril, Cognition, Etched, Modal, and Saronic.
  • Geoff argues attention is becoming scarce while capital is abundant, making distribution and cultural taste a venture edge.
  • They are AGI-pilled and see AI companies compounding, while defense tech is framed as an important mission.
  • Jake discusses resilience, creator monetization, and diversifying audiences across media, sports, business, and politics.
  • Geoff emphasizes founder taste, resilience, track record, and reference checks.
  • The episode touches on education reform, Trump accounts/private-market participation, and streamer culture.
Ideas
Jake Paul Co-Founder, Most Valuable Promotions 1:28
Fund holds tier-one private tech names.
Jake announces Anti Fund's $100M oversubscribed growth fund and lists its tier-one portfolio across AI, defense, and space, including Anduril, Etched, Cognition, SpaceX, OpenAI, Anthropic, Saronic, and Modal. The edge is access to an oversubscribed vehicle and a curated basket of leading private technology companies.
ANDURIL ANTHROPIC Etched Cognition SPCX Saronic OPENAI Modal MED
Geoff Woo Co-founder, Anti Fund 18:31
Attention is scarce; Anti Fund has edge.
Anti Fund is launching a $100M oversubscribed growth fund, and Geoff argues its differentiated edge is that capital is abundant while attention and cultural mindshare are scarce. Jake Paul's ability to wield attention and drive cultural taste lets the firm combine capital with distribution, making Anti Fund uniquely positioned to invest at the highest levels.
Anti Fund growth fund HIGH
Geoff Woo Co-founder, Anti Fund 45:01
Invested in compounding top AI companies.
Anti Fund is invested in top high-profile AI companies; Geoff is AGI-pilled and believes intelligence will be metered through compute. He sees AI leaders like OpenAI and Anthropic compounding rapidly and views OpenAI and Cognition as high-growth companies where ambitious people should learn.
AI companies OPENAI ANTHROPIC Cognition HIGH
Geoff Woo Co-founder, Anti Fund 45:38
Defense tech is important investment.
Geoff views defense tech as an important mission, especially ensuring the U.S. has the best weapon systems. Anti Fund is invested in defense tech and uses trusted references such as Palmer Luckey's team for diligence.
ITA MED
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This a16z video, published June 22, 2026, features Jake Paul, Geoff Woo discussing ANDURIL, ANTHROPIC, Etched, Cognition, SPCX, Saronic, OPENAI, Modal, Anti Fund growth fund, AI companies, ITA. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jake Paul, Geoff Woo  · Tickers: ANDURIL, ANTHROPIC, Etched, Cognition, SPCX, Saronic, OPENAI, Modal, Anti Fund growth fund, AI companies, ITA