Jake Paul's Business Partner on Bitcoin, AI & the Next Trillion-Dollar Trade | Geoff Woo

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. ====================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime ( https://figuremarkets.co/pomp ) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/ ====================== 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. ====================== Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ====================== 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