Jeff Stein

And it opens up, I think, a really important and fascinating policy debate.

I think the Trump administration on AI is an incredible sort of two forces colliding right on top of each other.

And one is that the base of the Republican Party on every poll and every demonstration that we see is extremely skeptical.

Almost the way like there are a lot of Republican voters who are skeptical of the party elite on Israel.

A huge portion of the base is really riled up about data centers.

It's not seeing the...

benefit to them of this AI explosion and is pushing back.

I mean, I think we saw the head of the Michigan Republican Party express a new openness to data centers because at the ground level, the base of the Republican Party is extremely skeptical of this.

But then at the elite establishment level, the Trump administration, I'm not breaking any news here, is deeply intermeshed with

the biggest tech companies trump relied on um you know the biggest players in this game david sachs and others to set administration policy and that administration policy has been very supportive and we're at a point now where because in part of that supportive policy there's trillions and trillions of dollars i mean

I don't know what your guys' take is on this, but it seems quite possible to me, not to sound over the top, that we are heading towards an enormous bubble popping.

And the risk from the Republican Party's standpoint is that the base opposition to these data centers and to AI will...

basically prevent the build-out on which trillions of dollars on investment is now contingent.

So, right, you're seeing, like, those two trains are heading towards each other.

And what the Trump comments there confirm, which I was kind of delighted to see because a lot of people before my story came out were like, this isn't true.

You have no idea what you're talking about.

Like, blah, blah, blah, blah, blah.

And then, of course, like, the president himself is like, yeah, of course.

That, like, sounds great.

But like the really interesting thing to me is that Trump is sort of implicitly acknowledging that they have this problem, that people don't like this.