Donald Trump appears on ToTheMoon not as a politician in his own right but as a variable that moves money, permits and AI infrastructure. Since 2024 the hosts have kept asking what Trump has to do with the technology world, and their answer is that administration decisions settle where data centres get built, who may buy chips, and which rules companies will operate under.
Before the election, episode 018 looked at why investors like Andreessen and Horowitz were backing Trump: he had promised to replace Lina Khan, and at the Bitcoin 2024 conference he gave crypto a green light. After the vote the hosts observed that Trump barely understands the tech world, with Starlink, NVIDIA and xAI little more than words to him, yet his decisions determine where those technologies operate, which is why Musk treated the campaign as a business tool (episode 031). The Stargate announcement on the administration's first working day was read as a precise symbol: AI infrastructure had become a strategic asset on the level of energy or defence (episode 042).
Through 2025 Trump shows up attached to specific decisions. Vance's speech in Europe and Trump's talk of winning the electricity race struck the hosts as more accurate than most benchmark debates (episode 046), and his trip to the Gulf with Huang and Altman was read as part of a strategy to sell NVIDIA to the world (episode 058). The Genesis Mission was weighed with a caveat: Trump promises much and delivers little, but this project matters because it turns AI into a government programme where electricity is the main resource (episode 086).
Author's trends
the author's thoughts whose episodes feature Donald Trump · blue marks the months they meet