It's this simple: Trump is a criminal. Larry Ellison is his pal. Sam Altman has a huge deal for cloud services from Oracle. Trump is using the DoD budget to backstop Ellison's business.
But regardless of the moral implications, will this improve America’s position on the global stage or further undermine it?
I can also interpret this as Sam and the administration supporting accelerationism while Dario is more measured and wishes to slow things down.