Socialize the losses, privatize the gains.

@grok is this true? OpenAI wants a public guarantee for their debt?

Maybe that’s true traditionally. But OpenAI isn’t a typical company. It’s the leading force in a technology that will define the next century. The scale of AI infrastructure required; data centers, compute, power, and bandwidth, is beyond anything private capital alone can sustain. This isn’t a government loan. It’s a guarantee that helps OpenAI secure better financing from private lenders. In other words, it’s a vote of confidence. AI today is what the space race was in the 1950s and ’60s, except the competition is China, not the USSR. And if we don’t lead, we fall behind, and that gap won’t be any cheaper to close later.

This is a pivotal moment for the AI industry. If OpenAI is seeking government-backed guarantees, it signals that AI infrastructure has reached national-scale importance but also that the capital intensity is outpacing private financing appetite. From a financial and strategic standpoint, this isn’t just about OpenAI needing cash it’s about the U.S. deciding whether AI leadership is a public good or just a private venture. The concern is valid: public guarantees for private debt blur accountability. But on the flip side, if the U.S. steps in, it could mirror how governments historically supported railroads, aerospace, and semiconductors during early scaling phases. The real test will be who controls the upside taxpayers or shareholders. #OpenAI #AI #Investing #TechPolicy #Innovation #Finance

When startups position themselves as "existential" to society, this is the next step: socialize the risk, privatize the gains. You know the playbook is mature when tech turns into bank-bailout logic. If AGI is inevitable, why force taxpayers into being co-signers? The real tell isn't that OpenAI is asking. It's that the financial system might say yes. That’s the top signal everyone misses. At the end of every AI hype curve, you eventually find public money quietly shouldering private dreams. Bookmarked this. The canary just sang.

This is not ideal. Our Government should make strategic investments where it makes sense. All things considered, this one would make no sense.

Ok. Give the government a 10% stake, 20% of your loans will be guaranteed. Deal? @sama

Respectfully, that interpretation is shortsighted and misses the broader strategic picture. Here’s why OpenAI seeking government-backed support isn’t a “bubble signal,” but actually a bullish indicator for the AI ecosystem — and by extension, $NVDA, $IREN, and the entire infrastructure stack: ⸻ 1️⃣ Strategic capitalization, not desperation. Government-backed loans are a common tool for scaling critical technology infrastructure. This isn’t OpenAI begging for cash — it’s about accelerating AI capabilities that underpin massive productivity gains across industries. History shows that foundational tech (internet, semiconductors, cloud computing) often scales fastest when public-private partnerships exist. 2️⃣ AI infrastructure drives real economic value. OpenAI’s expansion directly increases demand for GPUs, cloud compute, and energy-efficient data centers. That’s $NVDA for compute, and $IREN for sustainable power supply. If anything, government support lowers financing risk for AI infrastructure, accelerating adoption and revenue growth across the ecosystem. 3️⃣ Macro and innovation tailwinds are intact. The AI supercycle is in its early innings. Government involvement signals strategic recognition of AI’s national and economic importance, not a bubble burst. More capital, even partially public-backed, fuels R&D, enterprise deployment, and scaling — all net positive for long-term growth in AI-related assets. 4️⃣ Risk is mitigated for retail and institutional investors. Public-private financing doesn’t dilute technology ownership — it simply de-risks expansion. That’s why large-cap AI-adjacent equities like $NVDA continue to benefit structurally from increased adoption, while $IREN captures the energy tailwind from new compute deployments. 5️⃣ Markets reward infrastructure, not narratives. While headlines may scream “bubble,” on-chain and on-ground demand metrics are surging. Enterprise AI contracts, cloud deployments, and energy-backed compute expansions are real, tangible economic activity — far from the speculative euphoria that precedes classic tech bubbles. ⸻ Bottom line: OpenAI seeking government-backed support isn’t a warning — it’s a signal that the AI ecosystem is maturing and scaling rapidly, creating multi-year tailwinds for $NVDA, $IREN, and Ethereum-powered AI applications. The AI revolution isn’t slowing; it’s just getting properly capitalized. 🚀⚡

The bubble doesn't pop when companies ask for taxpayer backing, it pops when taxpayers realize they're funding something that can't sustain itself.

Taxpayer money for OpenAI's big dreams? That's a hard pass—let private innovation stand on its own feet. America thrives on real enterprise, not bailouts.

The same companies preaching “private market efficiency” always find their way back to public money when it gets rough

"Sure. For a juicy equity stake for the taxpayers."

What about all of the deals they are getting??? Surely that’s enough

No! As taxpayers we say NO!

Ouch,,, yes this isn’t a good sign.

SOON TO BE BREAKING: US GOV’T TAKES 10% STAKE IN OPENAI

I feel like I saw this recently with another company….

AI bubble has reached its peak.

What now?

Burry maybe not shorting to soon… big short 2

N to the O...NO

Let the bubble burst

And that actually sounds like fascism.

How about no.

They don’t have the money ☺️

It's insanity. The ponzi.....

I wonder what @elonmusk thinks of this scam.

Open AI's latest raise valued the company at over $500 billion. Hard pass on the taxpayer backstop.

S(c)am Altman 🤢🤮💩💩

Posted this a few days ago…

If they do this then the entire American public should get free access to the highest level of OpenAI membership.

This should not happen @realDonaldTrump @ChuckGrassley Open Ai is destroying jobs and driving up costs for Americans Why should we agree to bail them out? @elonmusk doesn’t ask for this crap, he rolls the dice with his own money Scam Altman can do the same

There is absolutely no reason that taxpayers should be on-the-hook for this disaster. OpenAI is a cash furnace with no path to profitability at the moment. They have astronomical spending goals as the price for intelligence continues to fall, lowering margins.