Anti Fund is “anti” because the people, the ideas, and the companies that change the world are ahead of their time. The new overtakes the old; by definition, the future is antagonistic towards the status quo.
Our investment partnership has “anti” in our DNA. We’ve each forged our own paths breaking the traditional hierarchies in culture, sport, technology, and business, and we exist to back founders who are fearless to do the same in their industry.
Our first set of Venture and Growth funds backed the transformer / large language model revolution. LLMs have converted arbitrarily complex, but verifiable work that was traditionally tasked to highly educated humans on a computer into a prompt or API call. Enormous value has and will continue to accrue to those that control this new set of scarcity chokepoints.
The full socio-economic ramifications of the LLM revolution have yet to crystallize, but we’ve backed the key leaders across the entire stack that will define the singularity era: from foundation labs (OpenAI, SpaceXAI, etc.) to coding & reasoning (Cognition, etc.) to platform & applications (ElevenLabs, etc.) to inference infrastructure (Modal, etc.) to silicon (Etched) and a number of early-stage verticalized applications that will soon define their categories.
The next wave scarcity chokepoints will be automating the physical world with robotics, defense tech, energy and manufacturing. Our next set of funds will back the robotics & automation revolution.
We’ve already started prosecuting against this investment thesis with positions in leaders across defense (Anduril, Saronic, etc.), transportation infrastructure (The Boring Company), energy (General Matter, Helion), biology (Merge Labs, etc.) and the financial services that facilitate all of this (Ramp, Erebor, etc.), in addition to promising founding stage investments in top researchers and operators building the foundations of the next generation of physical world innovation.
Anti Fund predicts the future by funding the people who are “anti” enough to manifest it.