Arthur Hayes|Sep 13, 2026 14:15
AI safety first:
Either the USG assumes Anthropic, OpenAi, and SpaceX’s role as buyer of compute
Or
Fed prints money to bail out insurers who hold AI debt that went bad bc there was no longer a buyer of compute
Choose one, both require printed money
Yachtzee 😘😘😘😘(Arthur Hayes)
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