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I spoke with @geoffwoo about the "choke point" trade and why information asymmetry is determining investment returns more than ever. He unpacked how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding. YouTube: https://t.co/iNkUPdX70c Spotify: https://t.co/ndFRJzKXoA Apple: https://t.co/uDxtgv9NBW TIMESTAMPS: 0:00 - Intro 1:00 - Why VCs are hunting for choke points in every industry 4:45 - Can OpenAI & Anthropic crush every AI startup? 13:40 - How Geoff uses AI daily & the tungsten choke point 17:43 - Investing across public & private markets 25:48 - The memory trade, CapEx & the power/fusion bet 33:07 - How top investors like Peter Thiel play every trend at once 35:03 - Inside Anti Fund's defense thesis** 39:50 - AI, robots & the ethics of force 45:15 - The Waymo & teenagers story** 52:18 - Facial recognition & the end of privacy 54:44 - Neuralink vs ultrasound brain-computer interfaces 57:05 - Biohacking, sleep & the future of longevity 1:06:33 - Gambling, hustle culture & internet fame 1:22:20 - Geoff's honest take on bitcoin 1:26:19 - Where to find Anti Fund