Amp
4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Feb 21, 2026 by Alexander Emberikos · said 15 times in 2 episodes since 2026 · across every show →
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brought up most by Anjney Midha (12), Alexander Emberikos (2), Harry Stebbings (1)
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Everything said about Amp, oldest first
Feb 21, 2026 positive
Emberikos: Sourcegraph's AMP punches above its weight and initiated agent standards
“Their product has a great reputation of just being, like, you know, punching way above its weight, but I think the other thing that I really respect is that they helped initiate this whole, like, standardization around, like, agents.md and, like, dot agents sl…”
Apr 14, 2026 bullish
Midha: AMP Is Securing 1.3 Gigawatts of Compute Infrastructure
“We have started securing about 1.3 gigawatts of computer infrastructure. That's roughly forty billion dollars of cloud spend over the next four years. And that is financed roughly, you know, between with about 20% of equity. The remaining is debt. So 20%, that…”
Apr 14, 2026 positive
Midha: AMP provides billions in compute infrastructure at cost
“We're actually giving away most of our compute at cost. Now, if you're a shareholder, you'd go, wait on, do you have billions of dollars of compute infrastructure you're giving away at cost? Yes, because we think that's the right thing for humanity.”
Apr 14, 2026
Midha: AMP does not own data centers or operate as a traditional VC
“We, we're not a cloud provider. We don't own our own data centers. We're not a traditional venture capital firm either. We see ourselves as an independent system operator, which means our job is to coordinate capacity across the ecosystem in a way that allows …”