Compute Strategy Podcast Summaries

Compute Strategy on Yedapo: 1 summarized podcast and YouTube episode. Each includes key takeaways, core concepts and notable quotes with timestamps.

FULL INTERVIEW: Anjney Midha on Fixing AI’s Biggest Bottleneck
TBPN
May 5, 2026
Anj, founder of AMP, argues that AI infrastructure is the critical bottleneck for innovation. He details his new PBC fund's thesis: providing compute at cost to elite research teams to accelerate breakthroughs in materials science and agentic commerce, challenging the traditional VC model.
Key insight: eBay spent $2.4 billion on marketing to gain only 1 million net new users, illustrating a massive inefficiency that could be unlocked through physical verification in the era of AI agents.