Anjney Midha
@AnjneyMidha
founder @amppublic • visiting scientist @stanford • teaching @cs153systems • alignment was always the moat.
가입 May 2011
3K 팔로잉 중 48.6K 팬
Compute isn’t venture. It’s infra with venture demand curves and utility contract structures
The right comp is 90s era independent power producers, except the offtakers have stronger balance sheets and steeper demand than anything in energy history
Most investors will miss it
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