Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.

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• 0:00 - Intro
• 1:00 - Why VCs are hunting for choke points in every industry
• 4:45 - Can OpenAI & Anthropic crush every AI startup?
• 13:40 - How Geoff uses AI daily & the tungsten choke point
• 17:43 - Investing across public & private markets
• 25:48 - The memory trade, CapEx & the power/fusion bet
• 33:07 - How top investors like Peter Thiel play every trend at once
• 35:03 - Inside Anti Fund's defense thesis
• 39:50 - AI, robots & the ethics of force
• 45:15 - The Waymo & teenagers story
• 52:18 - Facial recognition & the end of privacy
• 54:44 - Neuralink vs ultrasound brain-computer interfaces
• 57:05 - Biohacking, sleep & the future of longevity
• 1:06:33 - Gambling, hustle culture & internet fame
• 1:22:20 - Geoff's honest take on bitcoin
• 1:26:19 - Where to find Anti Fund