Anj Midha

“I've had the privilege to invest many hundreds of millions of dollars into Anthropic across several rounds from the first to the most recent one.”

“We're not in an AI bubble for sure. I'll tell you that, which is the question I keep getting asked. We are definitely in a GPU wastage bubble where there are stranded pockets of compute, like billions of dollars of compute that are sitting unutilized.”

“Some people would call that recursive self-improvement totally happening.”

“This is my incubate, like my latest incubation is called Periodic Labs. I spent three days a week here. In, in Menlo Park, we have a 30,000 square foot facility”

“If you need physics and science, That's a real bottleneck because that data is locked up in national labs and academic labs. It's locked up in physical you know, semiconductor manufacturing plants.”

“There's no one large God model.”

“Oh, so many. I'm saying periodic is one.”

“Computer is not fungible today. So forget fungibility of compute across different manufacturers, like NVIDIA and AMD. Within a manufacturer, NVIDIA chips, for example. The H 100, the GB 200, the GB 300, these are all completely different chip types. So if you …”

“The commercial community has forgotten how to build businesses, and they've forgotten the difference between first principles and marketing.”

“Well, obviously in the world of infrastructure, I think we need something like the grid. For, in the compute infrastructure. So that's what I've spent most of my days on, which is a coordinating mechanism for that, that allowed this, the, not the commoditizati…”

“Algorithmic innovation, I think, is a function of culture, basically, because if you have the right culture, you get to attract the best researchers, the best research talent, then wants to work on pushing the frontier, and algorithmic innovation just falls ou…”

“When I got to A-sixteen Z as a general partner, the first thing I did is I sat down with Mark and Ben and said, we need more compute. We need compute access for these incubations I'm going to do. And they said, no problem, Ansh, let's set up a program. What do…”

“Within coding, within material science, within each of these domain distributions, we are seeing capabilities that are superhuman.”

“I think it's very hard for them to coexist inside of one person, and it's very hard to coexist sometimes inside of even one firm”

“So I introduced them to 22, you know, friends up and down Sandhill road. And so there's some investors there and we got 21 no's, right?”

“So if you have a general model that's good for everybody, it will be available to everyone.”

“I intend to give most of that away to public benefit causes, public benefit education programs.”