Anj Midha

speaker

721 appearances 1 recordings 1 series first heard Apr 2026 last heard 14 Apr

Anj Midha’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried · 14 Apr 2026 podcast

I think venture capitalists are very quick to analyze moats, but I would say context feedback loops where you have unique and differentiated access is where progress will be most legible to you.

And if there are other teams who don't have access to that context, it'll also be where you have a superior business model.

And so here's an example I give in the class, right?

Sovereign data.

Are you familiar with the Cloud Act?

Yeah.

Okay.

The US Cloud Act says that, hey, if there's any data workloads, cloud workloads running on infrastructure that is managed by an American company, then the US government has to be able to access that data.

Now, if you happen to be running military, defense, mission-critical workloads in Europe on AI infrastructure that is managed by an American company, well, that context, which is super critical, can't be sent over across the border.

That's an example of a unique and sensitive context that needs to be run locally.

And so if you're ASML, you're CMACGM that's doing logistics at scale, and some of this logistics is with mission-critical supplies, you can't have your supply chain data being processed by an AI bot that's running on servers that is subject to the Cloud Act.

So what do you do?

You look for local infrastructure partners.

You start going, hey, who are the AI infrastructure providers in Europe that we trust?

Well, it turns out there aren't that many who can actually handle mission-critical infrastructure at scale for AI.

So you call up someone called Arthur Mensch, who is a French scientist from DeepMind turned entrepreneur and starts a lab called Mistral, who is running massive workloads.

And you say, Arthur, would you actually build infrastructure that can be secure locally?

And that's why suddenly in July of 2025 at VivaTech in Paris, you have President Macron and Jensen standing on stage next to Arthur, a 33 year old scientist unveiling a gigawatt AI infrastructure facility in Paris.

Why?

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