Brad Gerstner
๐ค SpeakerAppearances Over Time
Podcast Appearances
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.
Well, and in fairness, $1.4 trillion is a very large number.
I mean, this is a number we've never seen one company say they're going to do a build out of.
Please, yeah.
I mean, so Brad, do you sell your shares to the Trump Sovereign Wealth Fund?
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.
Great segue, Brad.
Thank you.