$ai16z went to $2B, $zerebro went to 800m, and they were dogshit larp coins, remember that. a new AI meta 2.0 is already here, and we’re in the first innings. anthropic is raising $30B at 380 BILLION valuation, openai is IPO’ing at a $1T valuation, and antifund vc is invested in it. it’s hard to see the bigger picture when you’re too locked into the day-to-day noise of the market, but I expect this AI meta 2.0 to be much bigger than what we saw in 2024. we’re going to see insane runners, much bigger than the ones from AI meta 1.0. my bet is on AI agentic VCs. they’ll have exposure across many AI projects and are the most asymmetric way to capture upside across the entire sector. my bet is on $antihunter.