Anjney Midha

So that's when I realized, okay, eBay is this undervalued asset.

And I hope that Ryan has figured it out as well.

Because if he hasn't,

He's giving me ideas.

Look, I have not, guys, because right now I'm a compute infrastructure guy, right?

We started AMP as this public benefit corporation whose job is to be an independent system operator of the compute grid.

We think we're roughly in like 1885 industrial England where the steam engine's been invented.

Everybody knows that you can make cool new products like steel and...

notebooks and pens and cars.

And there's this very scarce input called coal that everybody is hoarding.

In this case, it's compute.

And when I, if you fly over industrial era, England, you'll see all these factories getting set up and everyone's running a generator in their backyard at half capacity.

I'm going, this makes no sense.

If I'm looking at all my portfolio companies, you know, these, these clusters are running at like half utilization.

In fact, Elon's like got 500,000 GB 300 in Memphis and,

at running an 11% MFU and less than 60% node allocation.

I mean, this is $12 billion of compute being wasted.

So I set up AMP as an AI infrastructure organization where we buy a bunch of compute, we do long-term leases, we pull all those clusters on the grid, we coordinate capacity, drive up utilization.

And by the end of this year, I think we'll have several billion dollars of compute coming online.

But that's what I've been focused on night and day since I left in recent Horowitz in January.