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

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.

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This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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• 0:00 - Intro
• 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
• 10:03 - Apple's Siri stumble & price hikes
• 14:50 - Using Grok in a Tesla
• 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
• 23:34 - Why Jordi is turning bullish on bitcoin
• 29:55 - Tokenization, stablecoins & the AI-crypto nexus
• 33:33 - Michael Saylor's Bitcoin sale — does it matter?
• 38:02 - Where else Jordi is deploying capital
• 42:04 - Does the Iran war actually matter for markets?
• 45:00 - The new robotic hand demo that changed everything
• 50:18 - Jordi’s upcoming video

Kevin Clancy, better known as KFC, is one of the original voices of Barstool Sports and former host of KFC Radio. In this conversation, we break down how technology and AI are quietly reshaping everyday life — from self-driving cars, surveillance camera, Neuralink, humanoid robots, and AI catching medical mistakes doctors missed. We also get into the affordability crisis facing younger generations, the wild early days of Barstool, and why scarce assets like bitcoin and gold still matter in a world of abundance.

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• 0:00 - Intro
• 0:59 - Waymo "arrests" teens: the self-driving surveillance case
• 5:03 - Flock cameras, Ring cameras & the rise of constant surveillance
• 12:07 - Youth sports & the money behind it
• 19:10 - Body cams, cop shootings & the truth technology reveals
• 23:49 - The affordability crisis: housing, salaries & the American dream
• 33:56 - Kevin's path from Deloitte to Barstool
• 36:50 - Algorithms, authenticity & the death of discovery in podcasting
• 45:00 - AI catching what doctors missed & the rise of humanoid robots
• 53:08 - Neuralink, brain implants & joining the hive mind
• 1:00:46 - Psychedelics, ignorance as bliss & wanting to unplug
• 1:04:21 - The 2022 crash & envying the simple life
• 1:08:16 - Barstool's origin story
• 1:14:42 - Private equity, scarcity & the bitcoin "crazy uncle portfolio"