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Amp

also referred to as: amp pbc

includes AMP Foundry

7 statements across 1 episodes · 4 bullish · 2 bearish · 1 people on the record · first statement May 5, 2026 by Anjney Midha · said 16 times in 1 episodes since 2026 · across every show →

Mentions by year, the whole family

brought up most by Anjney Midha (10)

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2026 16 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Amp, oldest first

May 5, 2026 bullish
Disclosure
AMP plans to raise roughly $6.5 billion more in 2026
“We need to raise another roughly, you know, six and a half billion dollars this year, and a lot, and more is getting committed by the day.”
Anjney Midha May 5, 2026 ▶ 11:21 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026 negative
Assertion Not checkable as stated
Elon Musk's Memphis AI cluster operates at 11% utilization, wasting $12 billion
“In fact, Elon's like got 500,000 GBP hundreds in Memphis. And running an 11% MFU and less than 60% node allocation. I mean, this is twelve billion dollars of compute being wasted.”
Anjney Midha May 5, 2026 ▶ 8:39 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026 negative
Assertion Not checkable as stated
Midha: Portfolio companies' compute clusters run at roughly half utilization
“If I'm looking at all my portfolio companies, you know, these clusters are running at like half utilization.”
Anjney Midha May 5, 2026 ▶ 8:34 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026 bullish
Disclosure
AMP raised over $1.3 billion for its first fund in eight weeks
“We have more than 1.3 billion dollars in commits for our first fund. I've been added eight weeks.”
Anjney Midha May 5, 2026 ▶ 11:10 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026 bullish
Disclosure
Midha: AMP invested $300 million into Anthropic
“We put three hundred million dollars into entropic.”
Anjney Midha May 5, 2026 ▶ 11:15 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026
Disclosure
AMP provides billions in compute at cost to portfolio companies
“Look, I don't want to get sued by shareholders for whom it's not legible why I'm giving away billions of dollars of compute at cost of portfolio companies, right? Because that's what we're doing.”
Anjney Midha May 5, 2026 ▶ 21:36 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
May 5, 2026 bullish
Prediction Open · timeframe Dec 2026
AMP will bring several billion dollars of compute online in 2026
“And by the end of this year, I think we'll have, you know, several billion dollars of compute coming online.”
Anjney Midha May 5, 2026 ▶ 9:00 FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
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