Jason Lemkin

We kept the airlines flying when things were tough during COVID.

We'll kept the data centers flying as well.

Notwithstanding the fact that the SaaS stocks are off 24% this year, SaaS isn't important enough for some sort of blanket guarantee.

I think all of our 401ks, all of our lives are so intertwined with this AI spend.

or literally just finding infinite capital, even the SpaceX IPO going to start this conversation, it may not be enough.

Elon wants around-the-clock satellite launches, 24-7 for space data centers.

We may need the federal government to backstop this with zero-cost loans that will all get repaid back, like TARP.

They'll all get repaid back.

There's no cost.

They're just loans.

I'll just say one thing.

When I read the press release about the Tesla XIA acquisition, right?

And listen, Elon says a lot of things, but over an extended period of time, they tend to come true.

It's just the timing is often a little suspect.

Same with Sam Altman.

When OpenAI...

accidentally talks about the government guaranteeing loans.

And then Elon Musk says a reason for this deal is to meaningfully ascend the Kardashev scale and harness a non-trivally amount of the sun's power.

Now, you can say this is science fiction.

When I read this, I said, this is something we're going to need the entire planet to fund.