This is our full conversation with Anjney Midha, recorded live on TBPN.

We discuss his thesis behind AMP and why he believes compute is the most constrained and valuable resource in the AI economy, how billions of dollars in underutilized compute are creating a massive inefficiency that his firm is aiming to solve by building a coordinated “compute grid,” and why he’s structuring AMP as both an infrastructure and capital platform to back the next generation of AI labs, unlock scientific breakthroughs, and accelerate progress across the entire ecosystem.