Brad Gerstner

Take us through how you think about this as our czar of AI.

Build out, not bail out.

Now, there was a little bit of sort of reading the tea leaves.

There have been times when loans were given to incentivize an industry.

So I just want to be clear with you.

There's no discussions of like Solyndra,

You know, type loans.

And why would it be if there's so many people trying to pour capital into this, Brad, and there's so many people trying to buy your shares in a company making $13 billion that's currently valued at $500 billion, which I think is like a 30 to 40 price to sales ratio.

I mean, this company is fully valued and people are still trying to buy the shares.

So Brad, wrap us up here.

Yeah.

Yeah.

I think I was brilliantly said by David, listen, it's a national imperative that we accelerate the build out of AI infrastructure across the country.

I've said before, the $4 trillion that Jensen Huang has estimated will be built out over the next five years is 10 times the size of the Manhattan Project that was totally federally funded.

Okay, and this is all being privately funded.

But it wouldn't be possible without the government, Secretary Wright, others, Burgum, et cetera, clearing out of the way the regulatory hurdles.

You heard on the same pod that power is really the gating issue here.

And so it's been amazing to see what the federal government is doing.

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

They need to have a public-private partnership.