# Could the US Bail Out AI Companies for National Security

- Original post: https://www.twitter.com/i/status/2118470983480992188
- Source account: [@matthewstoller](https://x.com/matthewstoller)
- Source language: English
- Duration: 1:07
- Published: 2026-11-06
- Canonical URL: https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security

## Transcript

[0:00](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security) I think that's what that market's reflecting.

[0:02](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=2) To Tim's point, ultimately, that becomes really important.

[0:05](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=5) 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](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=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](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=21) Wait, a bailout for AI build-out? Sure. We can't get behind China.

[0:27](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=27) We cannot get behind China. It just-- It-- Uh, national security-wise, you cannot get behind China.

[0:32](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=32) So why wouldn't you give a bailout? I mean, the bailouts these days are not gonna be for Wall Street.

[0:37](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=37) They're gonna be for Main Street. So you give a bailout to the AI companies.

[0:40](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=40) The, the US government perhaps maybe buys AI debt.

[0:43](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=43) You get shares, which companies are already doing, going to individuals.

[0:47](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=47) I mean, I'm talking huge picture here, right? Yeah, yeah, yeah. Of course.

[0:49](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=49) And I'm talking this may happen six months from now.

[0:51](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=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](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=55) I'm just saying you wanna buy with-- AI and the US government are tied together and cannot be separated.

[1:02](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=62) It's a national security issue. Too big to fail. Too big to fail.

[1:05](https://www.translate.mom/transcript/Tt4xeQra22fg/en/could-the-us-bail-out-ai-companies-for-national-security?t=65) Agreed. Too-- Yeah.