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