OPENAI CONSIDERING GIVING US GOVERNMENT A 5% STAKE IN THE COMPANY.
Okay, this is bullish if you now assume that the government will be very incentivized to make sure AI doesn’t fail…This is bearish if you assume that OpenAI is having some serious issues and now the US gov will have to hold the bag when things don’t work out.I think one point of logic here for the Trump admin is that if 50% of GDP growth is capex and OpenAI has $1.4T of spending commitments, then OpenAI is a big part of all that capex leading to more GDP growth so maybe the Trump admin wants a stake to ensure that trillions continue to be spent on datacenters and OpenAI doesn’t fail. If they fail, no capex which means no GDP growth. Also, what does this mean for Anthropic? Would they want their biggest competitor to be this close to the US gov? Would they consider giving 5% for ensuring that they will also have a final resort for financial support? Many more questions than answers if this becomes real now…Source: amit
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