Anjney Midha

And so, no, I have not had time to look at how to redo eBay.

But if Ryan called, I'd probably help him out.

But right now, it's wartime on compute, guys.

So to be clear, AMP is not a cloud business.

So I started AMP as a holdings business.

I've got an infrastructure business and a capital business.

And the infrastructure business secures compute and passes on at cost to our portfolio companies.

We have more than $1.3 billion in commits for our first fund.

I've been at it eight weeks.

And so we do venture capital investments.

We put $300 million into Anthropic.

Oh, okay, cool.

We need to raise another roughly $6.5 billion this year and more is getting committed by the day.

But we give away the compute at cost to the independent ecosystem because my belief is that they're like sort of

that the optimal unit of research today is a, like a focused talent and steam outside of the hyperscalers, you know, anthropic encoding, which was, I was the first, one of the first, I'm certainly, I think I'm the first angel investor, if not the first investor in the round.

Unfortunately, JCal, I could never top JCal, but if I'm JCal intern or something, fine, I'll take the win.

But I think more importantly, I think compute is this strategic asset, which I've been yelling about for four years, and it's a primary bottleneck on these teams.

And if you're not at the hyperscalers, you just can't get access.

So we buy up that compute, we give it at cost to the portfolio teams, and then we reinvest the profits of carry and fees to buy more compute and so on and so forth.

And so I'll take as much capacity as I can get from Allbirds.