Founder of AMP, a venture firm (AMP Foundry) and infrastructure platform (AMP Grid) building ~2 GW of US AI compute capacity; investor in Maver and Periodic Labs; focused on energy, compute utilization, and frontier AI applications.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Closing the loop between AI materials prediction, robotic synthesis, and physics-based verification (X-ray diffraction) enables rapid RL-driven discovery of superconductors, demonstrating a repeatable paradigm for AI-accelerated scientific breakthroughs.
AMP is deploying 2 GW of US AI compute capacity with a 2030 energy procurement horizon, spinning out its infrastructure arm, and investing in nuclear (Maver) to overcome the power bottleneck that limits US competitiveness vs China.
Anthropic has achieved over $40B annualized revenue driven by real enterprise adoption of coding agents, not circular cloud spending, validating the AI application layer business model.