Hook

Their other posts in the index, biggest breakout first.
Would you bail out OpenAI and Sam Altman with public funds? What if it was to beat China? OPEN A I. IS GOING BANKRUPT. WHAT IF I BOOM MIGHT ALREADY AND YOU'RE GONNA PAY FOR THE RESCUE? YOU'VE HEARD THE HYPE AROUND A I, RIGHT? BIG MODELS, TRILLIONS IN INVESTMENT, AND THIS IDEA THAT NOTHING CAN STOP THE TIDE. THERE'S GROWING EVIDENCE IT COULD ALL COLLAPSE. THE KEY PLAYERS, OPEN A I, MIGHT BE FEELING HERE'S WHAT'S GOING ON. THE CURRENT A I. INVESTMENT SPREE LOOKS THE HOUSING AND BANKING BUBBLE OF 2008. THERE ARE SIGNS SECTOR COULD REQUIRE A MASSIVE TAXPAYER BAILOUT. AS OPEN A I. IS ALREADY LAYING THE GROUNDWORK, A FEDERAL GUARANTEE TO FINANCE INVESTMENTS IN A I. CHIPS FOR DATA CENTRES. HERE'S THE PIVOT. THE BAILOUT ARGUMENT BEING FLOATED ISN'T JUST TOO BIG TO FAIL IN ECONOMIC TERMS. IT'S BEING POSITIONED AS A NATIONAL SECURITY IMPERATIVE, ESPECIALLY AGAINST CHINA. IN SHORT, A I. IS A STRATEGIC ASSET, AND WE MUST FUND IT SO THE ENEMY GET AHEAD. SO HERE'S THE FOUR STEPS I THINK ARE ABOUT TO PLAY OUT. ONE, THE INFRASTRUCTURE COST FOR BIG LABS ARE ASTRONOMICAL. DATA CENTRES, POWER, COMPUTE. INVESTORS EXPECT EXPLOSIVE RETURNS. BUT RETURNS ARE LAGGING HYPE. TWO, WHEN PROFITS DON'T MATERIALIZE, THE NARRATIVE SHIFTS. WE MUST KEEP STRATEGIC COMPETITION WITH CHINA. THAT GIVES COMPANIES LIKE OPEN A I. LEVERAGE WITH THE GOVERNMENT. THREE, THE GOVERNMENT STEPS IN. LOAN GUARANTEES, SUBSIDIES MAY BE DIRECT FUNDING, ALL UNDER THE BANNER OF NATIONAL SECURITY. TAXPAYER RISK CREEPS IN. FOUR, THE BUBBLE POPS. MAYBE. OR MAYBE WE SHIFT INTO A NEW PHASE WHERE COMPANIES BECOME PUBLIC PRIVATE STRATEGIC ASSETS INSTEAD OF PURELY PROFIT DRIVEN STARTUPS. SO WHAT DO YOU THINK? IS A I. ACTUALLY A STRATEGIC ASSET THAT JUSTIFIES MASSIVE PUBLIC SUPPORT, OR IS THIS JUST HYPE AND A BAIL OUT AND WAITING? AND TELL ME, IF THE GOVERNMENT DOES BAIL OUT AN A I. COMPANY, SHOULD TAXPAYERS DEMAND OWNERSHIP? WHETHER YOU'RE BULLISH OR BEARISH ON A I, THIS IS THE CONVERSATION WE NEED TO HAVE. CAUSE IF THE NEXT TOO BIG TO FAIL RESCUE SHOWS UP IN YOUR TAX BILL, YOU'LL WANNA SAY YOU SAW IT COMING. SHARE WITH YOUR FRIEND WHO BELIEVES A I. WILL BE OUR SAVIOUR.