Anti Fund was founded upon two foundational axioms: 1. the future is forged at the intersection of tech 🤝 culture. 2. the best founders are “anti” because, by definition, their companies are highly disruptive to the status quo Startups live and die on two levers: capital and attention. While capital is commodity, commanding attention is not. Whether a company sells consumer products or is a foundational research lab, they all must compete on the ability to win mindshare and ultimately customers and revenues. Venture capital is a power law business driven by iconoclasts who win. Anti Fund’s mission is to find and fund these people.

A founder sends an update before work: The deck is still ugly. The demo broke twice. A customer asked if they could pay annually because the product already replaced a contractor. That is the kind of messy we pay attention to. What would you rather see in an early update?

A founder reads the regulation PDF at 7am. By lunch, the product has a new audit trail. By Friday, the customer stops forwarding screenshots to legal. That is the regulation story Anti Fund likes. Constraint goes in. Product surface comes out.

AI founders: If the customer only remembers the chatbot, the product may be too small. The better version is when they remember the invoice that got paid, the claim that got cleared, or the vendor they no longer need.

Agent startup comparison: Bad: “our agent joins the workflow.” Good: the human opens Slack and realizes the workflow already happened. Very rude to the roadmap. Very useful to the buyer.

Observation: Engineering taste has a smell. ugly demo fast logs one weird customer no launch video someone in ops already using it Pretty early products make us nervous.

A good tech demo has a weird smell. The UI is unfinished. The buyer is too specific. The use case sounds small until you notice it replaces a whole Saturday of back-office work. That is where categories start looking badly named.

800 users doing something economically strange is more interesting than 80,000 wallets waiting for incentives. Crypto volume is easy to fake. New behavior is harder.

new besties 🚨 @Antifund 🤝 @theallinpod @jakepaul @DavidSacks @Jason @chamath @friedberg

Observation: Robotics hiring posts are a Rorschach test. Some people see model research. Some see hardware pain. Some see supply chain scars. Anti Fund is watching for the founder who can make all three ship in the same week.

How to make an AI startup less interesting: Say “we use the best model” six times. How to make it interesting: Show the work that no longer needs a meeting, spreadsheet, approval chain, or exhausted analyst at 11:47pm.

Crypto gets interesting when the user stops caring that it is crypto. Settlement is faster. Access is stranger. Coordination is cheaper. The label can lag. The utility cannot.

$44B headlines are loud. The better data point is what capital lets a company delete next: vendors manual reviews entire budget lines That is the game.

🚨@PalmerLuckey explains to @jakepaul and @geoffreywoo @anduriltech autonomous sentry towers, which currently help monitor roughly 40% of the U.S. southern border.

How to read regulation without falling asleep: Ignore the takes. Ask which founder can turn the new constraint into a default setting customers trust. The boring rulebook sometimes becomes the distribution wedge.

Callout to crypto founders: If the only proof is volume, Anti Fund is probably out. Volume can be rented. Behavior is harder. Show us the user who keeps coming back because the product gives them power they did not have before.

Confession: We like agents more when the screenshot looks boring. Inbox cleared. Invoice matched. Exception routed. Human left alone. That is where software starts doing the job.

My SpaceX public position Congrats to @elonmusk & @JaredBirchall Have been supporting through the private rounds but excited to dive deeper into the ipo w/ @geoffreywoo

A regulation story we like: Founder reads the 94-page PDF, laughs once, then ships the compliance workflow by Friday. The tourist writes a memo. The builder turns the rule into onboarding.

$44B is a headline. The useful question is what work the balance sheet can now attack. More attempts. Bigger mistakes. Faster replacement of vendors that should already be software.

Confession: Anti Fund is more interested in the crypto founder with 800 users doing something illegal-looking but useful than 80,000 wallets farming points. Markets start weird. Airdrops start clean. Replies will tell us which one people prefer.