Insight
Midha: Agentic commerce requires physical verification systems
“You need physical verification built into the system for agentic commerce.”
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.”
Prediction Not checkable as stated
Midha: Humanity will achieve flying cars and cure cancer in our lifetime
“We're literally, in our lifetime, we're going to have flying cars. We're going to have room temperature superconductors. We are going to solve cancer.”
What-if
The broader economy would be unchanged if AI ecosystem vanished today
“If we stopped capabilities today and half of us in the AI ecosystem vanished off the planet, nothing would change. It's still so early.”
Assertion Supported
Midha: eBay spent $2.4B on marketing to add 1M users
“If you pull up eBay's 10 K from February, fiscal 25, and I did not understand this until I read it, eBay spent 2.4 billion dollars on marketing. How many new users did they get for that? I mean, you guys are marketers, you understand. One million. That's crazy…”
Assertion Not checkable as stated
Midha: Amazon's collectibles business has been flat for six years
“Amazon's used and collect, collectibles business has been flat for six years. They tried renewed, they tried collectibles, they tried trade-in, none of it's still.”
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.”
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.”
Assertion Not checkable as stated
Midha: Over $10B in GMV flowed through Discord channels during NFT boom
“The Bored Apes are blowing up, and suddenly we have more than ten billion dollars of GMV flowing through Discord, buy, sell, pay channels.”
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.”
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.”
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.”
Disclosure
Midha: AMP invested $300 million into Anthropic
“We put three hundred million dollars into entropic.”
Assertion Not checkable as stated
Google's Borg scheduler maintained over 95% compute capacity utilization
“So Seb and Mihai built the Borg XBorg GQM scheduler, which kept the Google internal capacity pool at more than 95% utilization. Therefore, it was at 94% Utilization that was considered a major outage globally.”
