Anjney Midha is the founder of AMP, and a founding investor in Anthropic. Most recently, Anj was General Partner at Andreessen Horowitz, leading frontier AI investments. He serves on the boards of Mistral, Black Forest Labs, Sesame, LMArena, OpenRouter, Luma AI and Periodic Labs and is an early angel in ElevenLabs among others. Prior to that, Anj was the cofounder/CEO of Ubiquity6 (acquired by Discord) and a partner at Kleiner Perkins.
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Timestamps:
00:00 Intro
01:25 Are Scaling Laws Dead?
02:55 The Four Bottlenecks Holding AI Back
07:36 Why AI for Science Sucked
09:36 Sovereign Data & the Cloud Act
13:31 The Investment Thesis Behind Mistral
14:27 The Brutal Early Days of Anthropic
20:52 Public Benefit Corporations: Mission vs Profit in the Age of AI
23:06 The AMP Grid: Building the Electricity Grid for Compute
25:21 Co-Founding Companies Like Kleiner Used to
35:30 We’re in a GPU Wastage Bubble, Not an AI Bubble
37:49 Why Compute Isn’t Fungible
42:16 How China Is Winning the AI Race
45:15 Coordinating Defense Against AI Distillation Attacks
49:07 Perfect Competition Is for Losers
01:01:43 Quick-Fire Round
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