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OpenAI’s “AI in America” blueprint is really a list of demands for the US government

Framed as a plan for ensuring American superiority in AI, the document warns that overregulation will drive hundreds of billions of dollars to Chinese AI projects.

OpenAI just published a 15-page manifesto titled “AI in America: Open AI’s Economic Blueprint.” But if you read between the lines, the blueprint boils down to a wish list of things that OpenAI wants from the US government:

  • 🚦 Voluntary “rules of the road” instead of federal regulation

  • ⚖️ Exclusion from the patchwork of state AI regulations

  • 🪖 Classified national-security briefings

  • 🚔 Defense, national-security, and law-enforcement contracts

  • 🎟️ Exclusion from any AI regulations if the companies work on national-security applications

  • 📊 Mountains of digitized government data to train its AI on

  • 🍎 Public-school technology-budget dollars

  • 🏛️ State-government-agency contracts

  • 🎓 State-university research dollars

  • 🧪 Federal science-research dollars

  • ©️ Freedom from copyright restrictions

  • ☢️ Fast-track permitting process for nuclear reactors and other energy generation

  • ⚡️ Energy updates and energy infrastructure for powering data centers (including fusion, championed by Sam Altman’s startup, Helion)

  • 🏭 Domestic chip manufacturing

  • 🇺🇸 Federally backed AI-company capital expenditures

And finally, OpenAI says if doesn’t get these things, America just handed AI superiority to the Chinese Communist Party.

Framed as a plan for ensuring American superiority in AI development, the document warns that moving too slowly or regulating the industry too much will drive hundreds of billions of investment dollars to Chinese AI projects. The cautionary tale told by OpenAI is how the UK ceded the automobile boom to the US by overregulating, despite introducing some of the earliest cars.

In the past, OpenAI actually asked the US government to create some regulations for AI, but this document calls for a lighter touch, calling for “common-sense rules of the road,” voluntary AI risk-assessment programs, and “best practices” in place of regulation. In fact, it calls for creating a loophole for AI companies to avoid regulation entirely, if they agree to work on national security with the government (which OpenAI, Meta, and Palantir are already conveniently doing).

It even calls for the government to give classified national-security briefings to AI companies like OpenAI. OpenAI also calls for export controls for frontier AI models to allow use by partners and allies of the US, while limiting access to “adversary nations.”

The document highlights the need to ensure AI companies protect children by “encouraging” ways to prevent child-sexual-abuse material from being created or distributed, along with working closer with law-enforcement agencies. OpenAI also calls for audio and video generated by AI to include “provenance data” to build trust.

Much of this blueprint outlines a sprawling proposal for billions of federal dollars from every corner of federal and state government. From the American public-school system, the document calls for “robust‬‭ funding‬‭ for‬‭ pilot‬‭ programs,‬‭ school‬‭ district‬‭ technology‬‭ budgets‬‭ and‬‭ professional‬‭ development‬‭ trainings‬‭ that‬‭ help‬‭ people‬‭ understand‬‭ how‬‭ to‬‭ choose‬‭ their‬‭ own‬‭ preferences to personalize their tools.”

OpenAI also sees a new market for selling its services to state governments by “supporting‬‭ experimentation‬‭ with‬‭ AI,‬‭ including‬‭ by‬‭ start-ups‬‭ and‬‭ smaller‬‭ AI‬‭ firms,‬‭ to‬‭ identify‬‭ ways‬‭ to‬‭ solve‬‭ people’s‬‭ daily‬‭ hard‬‭ problems‬‭ in‬‭ areas‬‭ like‬‭ education‬‭ and‬‭ healthcare.‬‭”

Infrastructure destiny

In a section titled “Infrastructure as Destiny,” OpenAI opines that the US government has no choice but to help AI companies by building massive amounts of energy infrastructure as well as domestic chip manufacturing. The document suggests that the government should invest in next-generation energy technology, including fusion, which is being pushed by OpenAI CEO Sam Altman’s energy startup, Helion.

Noting the “massive amount” of capital needed for building out the AI infrastructure to ensure America’s domination of the field (Altman has previously floated a $7 trillion figure), OpenAI is calling for ‬“federal‬‭ backstops‬‭ for‬‭ high-value‬‭ AI‬‭ public‬‭ works‬,” which sounds like a government guarantee of spending that would include classifying AI data centers as “national strategic assets.”

The document says:

“In‬‭ the‬‭ AI‬‭ era,‬‭ chips,‬‭ data,‬‭ energy‬‭ and‬‭ talent‬‭ are‬‭ the‬‭ resources‬‭ that‬‭ will‬‭ underpin‬ continued‬‭ US‬‭ leadership,‬‭ and‬‭ as‬‭ with‬‭ the‬‭ mass‬‭ production‬‭ of‬‭ the‬‭ automobile,‬‭ marshalling‬‭ these‬ resources‬‭ will‬‭ create‬‭ widespread‬‭ economic‬‭ opportunity‬‭ and‬‭ reinforce‬‭ our‬‭ global‬ competitiveness.”

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Big four airlines sink as Transportation Secretary Duffy says parts of US airspace could close if shutdown continues

The US may close parts of its airspace as early as next week if the government shutdown continues, according to comments made by Transportation Secretary Sean Duffy on Tuesday.

“If you bring us to a week from today, Democrats, you will see mass chaos. You will see mass flight delays. Youll see mass cancellations, and you may see us close certain parts of the airspace, because we just cannot manage it,” Duffy said at a news briefing on Tuesday.

The shutdown, which entered its 35th day on Tuesday, has fueled already problematic shortages of air traffic controllers. This week, airlines said 3.2 million passengers have faced delays or cancellations because of the shortages. Last week, about 13,000 air traffic controllers and 50,000 TSA agents received their first $0 paycheck amid the shutdown.

Shares of the big four US airlines all sank on Duffy’s comments, with United Airlines, American Airlines, and Delta Air Lines all down more than 5%.

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Jon Keegan

Trump’s deal offering top Nvidia chips to China was nixed at last minute, the WSJ reports

Nvidia’s CEO, Jensen Huang, really wants to sell the chipmakers most powerful Blackwell GPUs to China. He almost had his way.

According to a report from The Wall Street Journal, President Trump was ready to put Blackwell chips on the negotiating table for his meeting with Chinese President Xi to seek relief from Chinas decision to block crucial rare earth exports to the US.

But according to the report, Trump advisers presented a unified front and were able to dissuade him from giving up the most powerful chips to China at the last minute. Secretary of State Marco Rubio, Commerce Secretary Howard Lutnick, and US Trade Representative Jamieson Greer were among those opposed to the chip deal. After the meeting, Trump said he did not talk with Xi about Nvidia’s “super duper” chips.

Reportedly those opposed to the deal cited national security concerns, as well as wanting to keep a competitive edge as China seeks to challenge the US’s current dominance of the AI industry.

But according to the report, Trump advisers presented a unified front and were able to dissuade him from giving up the most powerful chips to China at the last minute. Secretary of State Marco Rubio, Commerce Secretary Howard Lutnick, and US Trade Representative Jamieson Greer were among those opposed to the chip deal. After the meeting, Trump said he did not talk with Xi about Nvidia’s “super duper” chips.

Reportedly those opposed to the deal cited national security concerns, as well as wanting to keep a competitive edge as China seeks to challenge the US’s current dominance of the AI industry.

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