AI Infrastructure & Government Intervention - OpenAI floated the idea of US government backstopping billions in AI investments, but later retracted it [1] - The argument was to build national AI infrastructure to compete globally, implying potential government intervention if the stock market declines [2] - Taxpayer bailouts could incentivize tech companies to take bigger risks, potentially burdening taxpayers if unsuccessful [3] Political & Economic Context - The current administration is perceived to be struggling with the economy, despite claims of economic success [4] - A stock market downturn could prompt government intervention to aid tech giants, especially considering their past campaign contributions and close relationships with the administration [5] Risk Assessment - The scenario presents a moral hazard where tech companies benefit from success but are shielded from failure by taxpayer money [3] - The potential for government intervention is heightened by the administration's perceived need to maintain a strong stock market performance [5]