Jason Lemkin

What does that mean, Jason?

Can you just play that out?

If we need infinite capital and look, there's a circular, we're backstopping Corweave, we're backstopping Nebius to some extent.

The AI is the engine of growth for the US economy.

And if it stumbles modestly in the federal government guaranteeing all the spend for these data centers, if nothing else for low 0% loans or 1% loans or however it's organized in the back channel, it might be what we need to do to keep the economy going.

The other consequence of the economy shrinking might be so catastrophic that we just guarantee everything.

We guarantee this one-to-one compute to GDP ratio, especially in an era where fiscal discipline is evaporated for both parties.

No politics, just it's not really part of the world.

The simplest thing you do is wave a magic wand and guarantee everything.

That way the party at least lasts another three to four years.

I don't think it's impossible to believe.

If it's just a piece of paper I can sign and the party keeps going,

No, just low cost loans.

Have you looked at the 401ks of my constituents?

Like our 401ks will be decimated if Nvidia and everyone else falls, right?

Decimated, decimated to my constituents.

They can't afford that for the 401ks to drop, right?

China's doing the same thing, so we have to do it.

We have to guarantee 0% financing for all data centers.

We'll get all our money back.