Brad Gerstner

I think that's what Sarah was trying to get to.

They need to have a public-private partnership.

They're going to do their job, raise their money.

Backstop was not the right choice of words.

But they, I know, and I talked to Sarah this morning about this, are deeply grateful for what the federal government is doing.

to accelerate the build-out of power and infrastructure.

And the federal government could do that without taking risk on their own balance sheet.

In fact, we've seen some of the investments they've made as a result of the Japanese deal they got on tariffs.

They can reinvest those dollars to accelerate some of the nuclear build-out, etc.

I think I think as you see from Sam's tweet, they're not looking for the government to invest.

They're not looking for a government bailout.

What they are doing, and I think David said it well, is they're pushing us very hard as a matter of national security and economic growth to go faster, to accelerate, to build out infrastructure and to give a little credit where credit is due.

Right.

All of this build-out, right, all of the Stargate stuff that people were laughing about 18 months ago, thank God as an American citizen that we are running this fast.

China has 100 nuclear fission plants under construction, and we were sitting on our hands.

So I think, if anything, they've helped jumpstart that conversation and get us moving faster, and I think that's good for all of us.

To be clear, they're cleansing these Chinese open source models, but they are, I don't know about Cursor, but there are a lot of companies.

We're in this race to win AI globally.

And one of the major concerns I have is that AI is becoming deeply unpopular in America, right?

Silicon Valley is losing the battle around AI.