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I think they can still be fraudsters while being politically useful; the story just needs to stay together for a bit over a year to be useful for the last election that Trump will ever care about (2028 midterms, since he’s term limited), or three years to keep help out Thiel’s guy Vance.

It doesn’t have to be a centerpiece or anything, so it probably doesn’t have to stand up to much scrutiny from the general public. Like if the government gives them some little grants, they’ll have enough cover to include “revitalizing and onshoring US semiconductors” or whatever in a speech. The press here is not very aggressive about these sorts of claims.

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