Real Alpha

TBPN · 5 min instead of 2 h 52 m · Oct 13, 2026

How pooled compute lets startups and public users share GPU capacity

Anjney Midha

Founder, AMP

Former a16z general partner who helped create Oxygen, its GPU program for startups.

  • John CooganHost · Co-host, TBPN

    Co-founded Soylent and Lucy; OpenAI bought his show TBPN in April 2026.

  • Jordi HaysHost · Co-host, TBPN

    Founded Branded Native; co-founded fintech Capital, which Rho bought.

About this segment

Anjney Midha and Negin Oliver explain the Grid Trust's pricing spread: $3 an hour for subsidized public users and $12 for commercial on-demand. Members share their demand forecasts so the grid can smooth spikes in demand.

From “Muse Wonder, Anjney Sizes Up, Neal Stephenson Joins, Social Reckoning Review, Eli Manning Live”, Oct 13, 2026. Watch the full episode

“the benefit of pooling is we get to essentially load balance across these different customer types”
Anjney Midhaat 55:49 · TBPN55:49

Takeaways

  1. Public-sector users pay about $3 an hour for an MI355, while commercial users pay about $12
  2. Members share their napkin-math forecasts, which gives the grid visibility across many firms
  3. An AI agent forecasts demand, a job big labs staff with 100-plus people
Watch 4:41 from 54:13

In this episode

Full episode
  1. 2:00:08One researcher plus AI agents found a Chrome full-chain exploit in 6 days5:04

  2. 54:13How pooled compute lets startups and public users share GPU capacity4:41

  3. 2:19:56Why micro machines are an unserved manufacturing space2:44Up next