Issue No. 19Week ending Sunday, May 10, 2026539 episodes · 2379 articles
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FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck

With John Coogan, Jordi Hays, Anjney Midha · Sunday, May 10, 2026

Anjney Midha joins John Coogan and Jordi Hays to discuss his analysis of Ryan Cohen's potential eBay acquisition, highlighting the strategic value of GameStop's physical stores for AI-powered fraud prevention in high-value collectibles. He then introduces his new venture, AMP PBC, a public benefit corporation aiming to become a self-regulated utility that addresses the AI compute bottleneck by providing resources at cost. Midha also delves into AMP Foundry's investment thesis, which focuses on accelerating scientific discovery through AI-driven verification loops, and elaborates on the rationale behind AMP's PBC structure.

Key takeaways

  • Anjney Midha's AMP Foundry is attacking bottlenecks in frontier progress by applying the 'bitter lesson' of AI to scientific discovery, specifically in material science. Read more →

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