0:00

I think that's what that market's reflecting.

0:02

To Tim's point, ultimately, that becomes really important.

0:05

And ultimately, whether tomorrow's the bottom or not, or we've got a lot more, AI build-out is way too important to national security for this to be a longer-term type of thing.

0:14

Eventually, you'll get lower rates. You'll get... You know, if it gets really bad, you'll get some sort of bailout, and that's the bailout you want to buy with both hands.

0:21

Wait, a bailout for AI build-out? Sure. We can't get behind China.

0:27

We cannot get behind China. It just-- It-- Uh, national security-wise, you cannot get behind China.

0:32

So why wouldn't you give a bailout? I mean, the bailouts these days are not gonna be for Wall Street.

0:37

They're gonna be for Main Street. So you give a bailout to the AI companies.

0:40

The, the US government perhaps maybe buys AI debt.

0:43

You get shares, which companies are already doing, going to individuals.

0:47

I mean, I'm talking huge picture here, right? Yeah, yeah, yeah. Of course.

0:49

And I'm talking this may happen six months from now.

0:51

This is red, white, and blue BK. Yeah. I mean- But I'm, but I'm- It's interesting Good to have 'em.

0:55

I'm just saying you wanna buy with-- AI and the US government are tied together and cannot be separated.

1:02

It's a national security issue. Too big to fail. Too big to fail.

1:05

Agreed. Too-- Yeah.

End of transcript · 243 words

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