Where Tech And Culture Intersect: Investment Themes

Jake Paul and Geoffrey Woo join Molly O’Shea on Sourcery to break down their venture strategy, Anti Fund, and the operator-to-investor flywheel Jake has built across sports, consumer, media, and venture. 

With companies like: W, Betr, Anti Fund, Most Valuable Promotions, Boxing Bullies, Celsius, Dog Haus, & his new ranch, Jake explains how his broader empire building strategy centers on ownership, distribution, and long-term compounding rather than one-off wins.

Specifically, we go inside Anti Fund (~$65M+ AUM, currently deploying a ~$30M vehicle) and explain why they avoid rigid “seed-only” or “growth-only” mandates—writing small entry checks to build conviction, then scaling into larger positions as companies prove out. In an AI-accelerated market where timelines compress quickly, adaptability becomes the edge.

Jake shares why investing has become his “first love,” giving him proximity to frontier founders, including a close relationship with OpenAI. He reflects on helping shape the viral Sora moment and on lessons learned from Sam Altman around speed, decisiveness, and eliminating wasted time—while Geoffrey argues that as AI commoditizes execution, culture, taste, and distribution become the true moats.

The episode captures a new venture archetype built on cultural gravity and direct access. With Logan Paul joining the partnership, Anti-Fund is positioning itself to compete with top firms while backing long-horizon themes like AI infrastructure, applied AI, robotics, and defense tech. Jake measures performance with numbers, but defines success more simply: having fun while competing at the highest level.

Anti Fund® is an investment firm that invests in technology companies. Past investments include OpenAI, Anduril, Ramp, Cognition, Polymarket, Physical Intelligence, Flock Safety (via Aerodome), Chronosphere among many others.

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” by definition, as their companies must be highly disruptive to the status quo

   
   

Jake Paul: ⁠https://x.com/jakepaul⁠ 

Geoffrey Woo: ⁠https://x.com/geoffreywoo⁠ 

Molly O’Shea: ⁠https://x.com/MollySOShea⁠ 

Sourcery: ⁠⁠https://x.com/sourceryy⁠ 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

Youtube: ⁠https://youtu.be/SMzYK_kqm8M⁠

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• ⁠Brex⁠—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. ⁠https://brex.com/sourcery⁠

• ⁠Turing⁠—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. ⁠https://turing.com/sourcery⁠

• ⁠Deel⁠—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: ⁠https://www.deel.com/sourcery⁠

• ⁠Public⁠–Investing platform Public just launched ⁠Generated Assets⁠, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://⁠public.com/sourcery⁠

Follow Sourcery for the latest updates!

⁠https://www.sourcery.vc/⁠

Disclosure

Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at ⁠public.com/disclosures/ga⁠. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.