Something is not adding up here. Trump announces $500B investment in "AI infrastructure for OpenAI." America PAC founded by Elon, who is openly anti-OpenAI, and competing with xAI, tweets it as positive news. Elon's CEO of X, Linda Yaccarino celebrates in the comments. Something more to this...

even if it's $100B, which seems to be the minimum, my confusion would be the same, this doesn't feel like the full story

I don’t think the $500B is real. It’s “if everything goes well we will”.

Tie your competitor up in a committee

Focus on your distribution while infra and modes get commoditized

You were expecting things to add up? 😉