federal government

“Ultimately, the federal government is going to have these like Katrina events four or five times a year that we're going to be underwriting losses for people's real estate that's valued in a way that doesn't account for the effects of climate change.”

“Anything the federal government spends money on like healthcare and education, the costs very quickly spiral out of control, super inefficient.”

“There's going to be no Paul Volcker. Why? We can't afford to jack up rates because the federal government's debt is so much bigger than it used to be.”

“I think you should understand that the hysteria created around that event is going to be used, is going to be exploited to demand these powers.”

“And so the federal government created a bubble in education cost, and that bubble in education cost has now overburdened 15% of American adults with student loans that many of which would they would never be able to pay back.”

“The federal government's budget per capita is 15,000 dollars.”

“We are, I think as of this month or last month, now spending more, the federal government is spending more on interest payments on the federal debt than they are on national defense.”

“My prediction is the federal government is going to help to monetize that debt, and they're going to help to support that commercial real estate sector through some sort of structured lending program.”

“Paying the interest on our debt is a larger capital outlay for the federal government than defense spending.”

“We've given everyone access to an education by giving free student loans out, and those student loans have caused an asset bubble in the price of education.”

“So when you add this all up, there's over a hundred, hundred and twenty million people in the U.S. That are directly working for or getting paid by the federal government in the U.S.”

“I think that the net necessity of raising tax rates, the necessity ultimately of cutting entitlement programs, The necessary inflation that will arise because of the condition of the federal government's debt level, because we're gonna have to keep printing mo…”

“And we just had a ton of capital come into the industry because the Fed and the federal government airdropped 10 trillion dollars of liquidity onto the economy in reaction to COVID.”

“There's going to be no way to create a clear demarcation of who gets a bailout and who doesn't, which will mean that everybody will get a bailout or nobody gets a bailout.”

“All the federal government probably will end up doing in the near future is entitlements and defense.”

“There's roughly three million people who work for the federal government. Of those, the president basically appoints 3000, and it takes forever to get them through.”

“The thing to keep in mind is like cost plus is a fancier way of saying time and materials and time and materials is a fancy way of saying human labor arbitrage. And I think that all of that stuff will get extremely scrutinized in 20, 25, because if you are buy…”

“I think that the liabilities of the insurance claims are going to be so massive that the state's going to look to the federal government to bill them out.”

“My opinion is much of the inflation in health care costs arises from the federal government's role. In the same way that the federal government has a role in student loans that has driven up the cost of education, and the federal government has a role in provi…”

“Tax revenue went up every single year. After we cut the taxes, the revenue from the federal government went up.”

“When they did that, the federal government, I believe, had transfer payments of north of twenty billion dollars to farmers.”

“So is there something we could do where you put another layer of private money in there, and then the federal government is the fifth risk. Traunch. But if the federal government comes in, can we mandate down here proper hygiene?”

“The federal government owns five hundred million acres of land, and they have control Over 3.2 billion acres in the outer continental shelf, which is the land under the ocean around North America.”

“I think if we had the political will, you'd easily get that 15%, no problem. Not without any problem at all, and without cutting the core entitlement programs.”

“What this executive order will do is establish fast track permitting and ensure that the federal government is working to get data centers, ah, approved and through the permitting pipeline as quickly as possible.”

“In the absence of power, I think AI is, is not going to be the thing that we think it can be. So that's going to create an enormous amount of appetite by the federal government to do deals and get players on the field.”

“The thing I most worry about with respect to tariffs is if it does create a new revenue source for the federal government, it gives the federal government another crutch to keep spending.”

“I think that actually this is not going to get solved at the federal level. I think what's actually going to happen is that the federal government is going to lock up and it's going to be essentially rotating elected quasi-dictators until, until the end of tim…”

“The centralization of power in the federal government and the choosing of the winners and the losers over the course of the last several decades, actually, has been really denigrating for private industry.”

“Anytime we create a new income stream at the federal government, or we have some sort of growing asset that you mark up on the book, someone tends to invest ahead of the curve on that, meaning someone takes that and they're like, oh great, I can spend more now…”

“The government pays that wind power producer four cents a kilowatt hour in a subsidy to pay it. That's straight from the federal government to the provider of that wind power.”

“On the other hand, you know, when you talk about capital allocation, the federal government literally invented the internet, right?”

“President Trump signed an executive order saying that the federal government would not procure politically biased AI.”

“If you end up with a Democrat controlled house and a Democrat president, In 20, 28, you'll very likely see a federalization of that obligation, meaning that the federal government will step in to bail out or support those state and local governments”

“The average rate of inflation in the last 30 years has been two and a half percent, but housing's gone up by at least five percent a year on average compounding, education over six percent, healthcare five and a half percent.”

“And the last time you've had a net positive was under Bill Clinton. And it actually wasn't for the balanced budget obviously helped, but actually it's, it shifts when he signs welfare reform, and you can go back and look at the data.”

“Roughly 70% of R&D was paid for by the U.S. Government. About 30 was in the private sector. What has happened over the last 70 years was there's been this dramatic shift. Now roughly 70% of R&D is done by the private sector, and 30 is funded by the federal gov…”

“So the federal government has a problem because over the next 12 months, they have to refinance 10 trillion dollars of debt.”

“OpenAI, frankly, seems to be running an anthropic slipstream right now from a red capture standpoint. I don't think they're as doomer as anthropic, but they can see the benefit if the federal government effectively creates a moat that, you know, there's huge e…”