OpenAI Offers USA 5% Equity, Anthropic and Samsung Plan Chip

**SPEAKER_1** (0:00)
OpenAI is offering the United States a 5% stake in a sovereign AI wealth fund, and Bernie Sanders is pushing for a 50% tax. Cursor's $60 billion SpaceX deal is putting their OpenAI and Anthropic relationship into question, as that's getting a little bit more tricky now that they've been purchased by one of their biggest competitors. Anthropic is currently in talks with Samsung to create a custom AI chip, and Meta is putting their smart glasses behind a Meta One Premium subscription. Will people pay? That is the question. Microsoft has just committed 2.5 billion dollars to Frontier. This is a new AI deployment company. This is not new. We've seen the same thing from OpenAI and from Anthropic. If you want to use AI to grow and scale your business, I have a free school community called AI Hustle, where we have over 400 members, and we're all sharing how we're growing and scaling our business using AI tools. My friend Jamie McCully and I, we post a video every single week on there, where we break down how we're using it inside of our own businesses. We share revenue, we share metrics, we share numbers, and all of the software we use along the way. If you want to get access to over 150 videos, we have a premium section for $20 a month, but you can get five videos for free and access to the school community and our weekly live streams by going to school.com/aihustle. I'll leave a link in the description to help you grow and scale your business using AI tools. OpenAI is offering to give the United States government, and I think really kind of the entire United States, theoretically a 5% equity stake. This is kind of the same as Alaska. We have an Oil Wealth Division Fund. This is parts of some earlier talks that the Trump administration was doing. And right now, this is also sitting right between some big public pressure campaigns we're seeing. We have Senator Bernie Sanders, that is, he has a competing plan. He says he would like 50%, a one-time tax on all of the leading AI firms, where they just give 50%.
And so I think OpenAI is happy to offer 5% when the Bernie Sanders 50% is the other offer being proposed. Bernie Sanders' proposal would raise about $7 trillion through a one-time 50% stock tax, which is 50% of the company. And the proceeds and direct payments would go to health care and housing and other, you know, programs that Bernie Sanders deems fit. The Trump administration has separately approached Google and Metta about a very similar equity stake. I think neither of those companies has publicly said that they are going to sign any sort of agreement like that. And I think 70% of Americans right now oppose AI data centers in the area, and 50% more have concern about excitement rather than excitement about AI. So if you look at some of the polling that's going on inside of the country, there is, you know, a lot of negative sentiment that goes towards AI. And I think that's what OpenAI and maybe the Trump administration is trying to help. Bernie Sanders wants to just take 50% of it. We'll see which of these two models plays out in the end.
Cursor was acquired for $60 billion by SpaceX, but you know, famously, it's two biggest, I guess, suppliers or customers or however you want to call it, are OpenAI and Anthropic, right? Cursor uses OpenAI and Anthropic to power their tools or to let developers do that. And so people are calling it a question if this relationship can continue, right? If Cursor was purchased by SpaceX, which is going to have XAI and XAI code running things inside of Cursor, can they keep, you know, a good relationship with OpenAI and Anthropic? We've seen other companies that have grown and been bought out go through, you know, very similar challenging relationships. Scale AI was purchased or 50% of it was purchased by Meta and their CEO was brought on to run Meta AI. And when that happened, some of their biggest customers were Google and OpenAI, and both of those companies cut ties with them because of the competition. Cursor is already training their own next model on SpaceX infrastructure. They have 10 to 20 times more compute than they previously had because SpaceX gave it to them. So obviously Elon Musk is investing in building their own native capabilities. But the precedent for these coding tools specifically, I think is stronger than just what happened to Scale AI, because Windsurf, another very famous coding tool, was purchased by OpenAI last year. And when that happened, Anthropic cut off their Clawed Access. So I think there's a lot of precedent. It's very possible that Cursor is going to get their OpenAI or Clawed Access cut off. But this one seems a little bit trickier because Cursor really is just synonymous with coding in the industry. I mean, outside of Clawed Code and maybe Codex, like this is the biggest coding tool that exists out there. I would be shocked if they really did cut it off, because that would be a ton of users that no longer would be, would be, you know, essentially giving free money to OpenAI and Anthropic, especially because Cursor signed up with a lot of enterprise contracts. And actually one really funny turn of events in all of this is that OpenAI's Startup Fund, they were actually an early investor in Cursor, and they're going to convert their stake into SpaceX stock. So with all of this acquisition that's going on, Elon Musk and Sam Altman, who both have a lot of beef, OpenAI is going to get a direct financial stake into Cursor's success. And also XAI, even though Codex is a direct competitor. So that's kind of funny.