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anne

T2 · manager / operator

Founder of AMP venture firm and infrastructure arm building 2GW US AI compute capacity; advocates 'output maxing' efficiency; investing in nuclear (Maver) to solve energy bottleneck for 2030 AI scaling.

2 calls·2 names·100% bull·last heard 19 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$AMPAMPposition

AMP spinning out 2GW infrastructure arm, procuring nuclear energy for 2030 AI capacity

US data centers utilize only 15% of paid flops (85% waste = national security crisis); AMP is building 2GW capacity and investing in nuclear (Maver) to solve the energy bottleneck for AI scaling through 2030.

TBPN2026-07→
2ndhigh conviction
$ANTHROPICAnthropicposition

AMP founder reveals Anthropic at $40B+ run rate, deploying 2GW of AMD MI450s in $5B deal

Anthropic's revenue is driven by real customer usage (coding agents) not circular cloud spend; the 2GW AMD partnership signals massive compute demand and validates AMD's silicon.

TBPN2026-07→

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recurring themes

2 total
$AMP
AMP
HIGHanne·TBPN·19 days ago· position
AMP spinning out 2GW infrastructure arm, procuring nuclear energy for 2030 AI capacity
US data centers utilize only 15% of paid flops (85% waste = national security crisis); AMP is building 2GW capacity and investing in nuclear (Maver) to solve the energy bottleneck for AI scaling through 2030.
"Only 15% of every single tenant data center today in the United States is being utilized. Net flops utilization is less than 20%... That 85% that's a national security crisis... w…"
43:00
$ANTHROPIC
Anthropic
HIGHanne·TBPN·19 days ago· position
AMP founder reveals Anthropic at $40B+ run rate, deploying 2GW of AMD MI450s in $5B deal
Anthropic's revenue is driven by real customer usage (coding agents) not circular cloud spend; the 2GW AMD partnership signals massive compute demand and validates AMD's silicon.
"Anthropic go from zero literally when we started the business like five years ago to well north of 40 billion in run rate... most of that revenue is coming from everyday customers…"
46:00