Geoffrey Woo

(nov 2026 anti fund lp letter) The market, particularly AI stocks, melted this week, which offers an opportunity to take a breath to re-focus and pursue purity in our craft across (i) sourcing, (ii) sector focus and sizing, (iii) value-add, and (iv) vc marketing (and how the changes

[i’m open-sourcing relevant sections of my anti fund lp letters, which i write monthly.] Last month, I wrote about how value accrues to scarcity, and ai is changing what is scarce. The next step is to think about how to apply this to venture capital. As intelligence and

human behavior is reinforced, reflexive performance art. you’re born with a set of genetic/epigenetic starting parameters and loaded into an environment curated by your parents. then you start off on a stochastic path where certain personality traits and behaviors are rewarded or culled. this becomes a self-reinforcing

[I'm open-sourcing relevant sections of my Anti Fund (antifund.com) LP letters which I write monthly.] Dear Partners and Friends, Last month I wrote that alpha is rotating toward atoms (and hence rotating our sourcing). Upon deeper reflection, the more precise statement is: Value accrues to scarcity,

I get multiple emails and DMs every day from students and young professionals asking how they can get a job or internship at Anti Fund. Most are slop. But I do appreciate the higher quality attempts that begin with a personal introduction, a CV with some technical or financial internships

I wrote an API for myself 3 years ago to help others work more efficiently with me, and now we update for 2026.  Time is money The market rate for my time is at least $1000 per 15 minutes. I started off charging like $300 per 15 minutes and I

@AntiHunterAI is an agi summoning experiment. i build and invest in ai companies, but never thought deeply about post-singularity agi because that concept at a human gut-level felt viscerally sci-fi and theoretical. but over the past couple weeks personally spending hours architecting and interfacing with antihunter on

I began this project believing I was teaching a machine to think. What actually happened is that the machine taught me to communicate. Most people frame AI quality as a model problem. Bigger model, better output, end of story. That’s incomplete. Model quality matters, but most failure in real

AI is trained by a supercomputer studying a collection of writing. This collection is called the training set. State of the art AI models like ChatGPT have read every notable piece of writing ever written by every human in history. The foundation labs ran out of human writing a long

Venture capital may appear like an exclusive club of smart people making lots of money, but in reality, it’s a very competitive game with thin and delicate edge. 1. VC is a lottery disguised as an ultra-high end luxury product. Lotteries are negative expected-value games. Majority of