He "clarified" on twitter. I think it's very important to presume good intentions, but I have to say, I found these even more troubling than a bailout:
> What we do think might make sense is governments building (and owning) their own AI infrastructure, but then the upside of that should flow to the government as well. We can imagine a world where governments decide to offtake a lot of computing power and get to decide how to use it, and it may make sense to provide lower cost of capital to do so. Building a strategic national reserve of computing power makes a lot of sense. But this should be for the government’s benefit, not the benefit of private companies.
This is not openai, but AI in general, while being usefull it has yet to deliver. We sre living the same hype as back in the dotcom bubble. And when there is a bubble, it will fizzle out slowly or burst overnight.
I'm fairly bearish on AI. It's the unbelievable time crunch that he expected that is going to bite him back, not the technology overall. AI does work, just not the way he wants it to. It isn't an instant money machine.
Current AI could be run as a normal profit making business if they just charged users what it costs to run. I think the current drive to either provide it at zero cost or force it on people who don't even want it is a mistake, both financially and for the environment.
I'd be genuinely curious what it ACTUALLY costs for a lot of these services. $10/mo for copilot I expect is entirely unsustainable, and the question is if it costs $20/mo, or $200/mo.
> This company is going to blow up the whole fucking economy
US economy growth without AI is around 0.1%, so I don't think there's too much to blow up. AI is pretty much the last hail merry US has in their bag and even that not for long.
16 comments
[ 2.9 ms ] story [ 40.2 ms ] threadI really don’t mean to concern troll or anything but this text is so bizarre, it’s like it landed from space into the middle of some random website.
$250 billion with Microsoft - using Azure cloud platform capacity
$500 billion with Oracle - for cloud computing capacity…
: "
I assume these companies will eat the loss and write it off for tax purposes.
> What we do think might make sense is governments building (and owning) their own AI infrastructure, but then the upside of that should flow to the government as well. We can imagine a world where governments decide to offtake a lot of computing power and get to decide how to use it, and it may make sense to provide lower cost of capital to do so. Building a strategic national reserve of computing power makes a lot of sense. But this should be for the government’s benefit, not the benefit of private companies.
https://www.cnbc.com/2025/11/06/trump-ai-sacks-federal-bailo...
US economy growth without AI is around 0.1%, so I don't think there's too much to blow up. AI is pretty much the last hail merry US has in their bag and even that not for long.
https://fortune.com/2025/10/07/data-centers-gdp-growth-zero-...