Idea is that Trump would bailout AI companies and call it "job protection" or "America growth" or "national security" because they know the word 'bailout' is politically bad.
Other ideas discussed are that AI companies are going through a chain of larger and larger subsidies: VC --> Big Tech --> Governments. And that these companies haven't been able to make money off of AI so they're priming things for a bailout that's not a bailout wink wink. And that they foresee a situation where Trump will accept bribes in order to heavily regulate some AI companies but not others. Picking winners and losers.