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And then it was also very interesting. I had a dinner with Sam Altman at OpenAI.

And he just mentioned that like came back from Korea.

You like bought like 40% of the world's supply of memory.

And I was like...

Like the memory trade.

The memory trade that like now everyone's seeing, like people knew about it like a year ago, right?

And a lot of people made a lot of money doing that trade. Bang, bang. What's going on, guys? We've got a great conversation with Jeff Wu. He's the managing partner and anti-fund, and he's the co-founder of ketone IQ and archive. In this conversation, we talk about choke points and information asymmetry. Jeff has built an incredible portfolio of investments, and he unpacks exactly how he does it. We go through a number of different industries, different companies, and different strategies, how people are making so much money right now, and why this huge acceleration of capital and information in the digital age, what you can do at home in order to better understand how to allocate your capital, how to find opportunities, and what technologies are going to end up

being the winners, and what technologies may end up being the losers. There's a lot of great information in here, and if you listen closely, I think you'll pick up a ton of alpha. So here's my latest conversation with Jeff Wu. All right, Jeff, it seems like the venture capital and tech community is just assaulting the market, and they're basically just looking like a heat-seeking missile for

where are the choke points and then how do we solve that? And we're seeing this in power generation

around AI. We're seeing this in defense. Like it's just every single industry, it feels like

people have identified, find the choke point and destroy the choke point. Where do you think

that this is going to be most valuable? Like, is it just all AI stuff or is this happening elsewhere?

...