Analyst Zephyr argues tech commitments to the Trump administration aim to secure favorable AI and hardware regulation

Absolute Whale State

@zephyr_z9 Yes, not forced but yes, spacex yes, google not relevant in five years

@atreides_sf @zephyr_z9 Why not?

@zephyr_z9 Yes, yes, yes, and yes

@zephyr_z9 typically, anything that could be remotely construed as bribing a government entity is jumpsuit material.

when you work federal grants you learn about all the innocent well meaning ways you could accidentally patriotically end up orange.

so...no, almost certainly not.

@zephyr_z9 It’s not bribery, it’s state capitalism. And really a genius way to raise federal revenue if you think about it.

@zephyr_z9

@zephyr_z9 Easier with private companies. I suspect public ones will receive investment.

@zephyr_z9 I wonder if Sam wants the US government to backstop his future capex debt

@zephyr_z9 Very curious about this one - not sure what it means. Is it the beginning of a "bailout" or is something else going on?

@zephyr_z9 State capitalism

Idk about Google or SpaceX

@zephyr_z9 Ant signed a deal w california recently

@zephyr_z9 Zephyr, I’ll say this out loud because I am not sure you have anyone around you who’ll be honest now:

It popped. You should start thinking about an apology for your role in pushing the greatest bubble ever. Good luck.

The same goes for @citrini, @jukan05, @SemiAnalysis_

@zephyr_z9 the unwind of this fuckery will be for the history books.

@teortaxesTex Speed running Maoism. I keep telling people Trump is our Mao but people still don’t get it.

@zephyr_z9 The Don get its share

@zephyr_z9 By turning itself into an SOE it lowers its cost of capital & makes going bankrupt even more remote

@zephyr_z9 Softbank(9984) will benefit.

@zephyr_z9 This is pretty typical in fascism. Companies sell themselves to the authority. Then the authority protects them from competition or consumer complaints.

@zephyr_z9 It’s called nationalization. Here we go.