Power
SWITZERLAND-SCIENCE-COMPUTERS-ITU-AI
(Fabrice Coffrini/Getty Images)

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.”

More Power

See all Power
TrumpRx

When is TrumpRx launching?

Not on schedule, for one thing.

power
Jon Keegan

FTC will appeal Meta antitrust case

Only a few months after successfully defending itself from an FTC antitrust lawsuit, Meta may be heading back to court. Today, the FTC announced that it would appeal the decision, reopening a yearslong suit.

The FTC called Meta’s acquisition of Instagram and WhatsApp an illegal monopoly. The judge in the case found that in the years since the suit was first brought, the competitive landscape had changed dramatically, with Meta facing fierce competition from TikTok.

power

Netflix goes all-cash in bid for Warner Bros., boosting its odds

Netflix on Tuesday applied more pressure to Paramount Skydance in the ongoing bidding war for Warner Bros. Discovery, amending its offer to an all-cash proposal.

Netflix shares ticked up in premarket trading, while Paramount and Warner Bros. were down less than 1%.

The move, which was expected, does not increase the value of Netflix’s $82.7 billion offer for WBD. Netflix said shareholders will be able to vote on the deal in April.

In a Tuesday filing, Warner Bros. said that it values Discovery Global, the spin-off of its cable assets, at between $1.33 and $6.86 per share. Earlier this month, Paramount said it valued the cable TV business at $0 per share.

With Tuesday’s update, event contracts have swung even further in Netflix’s favor, with Paramount’s odds to end up in control of Warner Bros. falling to 14%. That’s below the odds for “none.”

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

The move, which was expected, does not increase the value of Netflix’s $82.7 billion offer for WBD. Netflix said shareholders will be able to vote on the deal in April.

In a Tuesday filing, Warner Bros. said that it values Discovery Global, the spin-off of its cable assets, at between $1.33 and $6.86 per share. Earlier this month, Paramount said it valued the cable TV business at $0 per share.

With Tuesday’s update, event contracts have swung even further in Netflix’s favor, with Paramount’s odds to end up in control of Warner Bros. falling to 14%. That’s below the odds for “none.”

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

power

Paramount doesn’t improve its offer for Warner Bros., leaving its fate to a long-shot shareholder appeal

Paramount Skydance on Thursday reaffirmed its $30-per-share offer to buy Warner Bros. Discovery, again stating that it believes the offer to be superior to rival Netflix’s.

In a press release, Paramount said its last amendment to the offer — which included a $40.4 billion personal guarantee from Larry Ellison, the father of Paramount CEO David Ellison — “cured every issue raised by WBD.”

The problem: Warner Bros.’ board on Wednesday unanimously voted to reject that offer, its sixth rejection of a Paramount takeover and second rejection of this specific $30-per-share bid. Warner’s board stated that it believes Paramount’s offer to be inferior to Netflix’s due in part to an “extraordinary amount of debt financing” and lower effective termination fees should the deal not clear the regulatory process.

By not improving the bid, Paramount is effectively leaving the deal in the hands of Warner Bros.’ shareholders, who will have to weigh the bids and the multiple rejections. Event contracts show a moderate boost in Parmount’s odds to end up in control of WBD on Thursday morning, jumping to 31% as of 9:30 a.m. ET, up from 27% at 9:00 a.m. ET.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

power

Warner Bros. Discovery’s board tells shareholders to turn down Paramount’s “inadequate” hostile bid

Warner Bros. Discovery has told shareholders to reject Paramount’s hostile takeover bid, with the company releasing a statement early Wednesday urging shareholders to take the Netflix offer on the table. WBD’s board of directors said the outcome of the Netflix deal is “extraordinary by any measure.”

Paramount’s offer, in contrast, was described in the letter as “illusory,” providing “inadequate value,” and likely to impose “numerous, significant risks and costs on WBD.” The board said Paramount has “misled WBD shareholders that its proposed transaction has a ‘full backstop’ from the Ellison family,” and the board also outlined that it doesn’t believe there is a “material difference in regulatory risk between the PSKY offer and the Netflix merger.”

WBD shares dipped in the minutes leading up to the market close on Tuesday after news leaked that its management was preparing to encourage shareholders to reject Paramounts bid, and shares of the HBO parent were down at $28.66, off 0.83% from yesterday’s close, as of 7:56 a.m. ET on Wednesday. Netflix was ticking higher, up around 1.7%, and Paramount Skydance was modestly in the red, down 1%.

Several outlets have reported that Jared Kushners firm would back out of the group that had been assembled to help finance the Paramount bid. Confirming this withdrawal, a spokesperson for the firm helmed by the president’s son-in-law told NBC News that “the dynamics ​of the investment have changed significantly ​since we initially became ​involved ​in October.”

Analysts this month have said that a renewed bidding war for Warner Bros. seems “inevitable” given the antitrust concerns surrounding Netflix’s potential acquisition. President Trump on Tuesday appeared to distance himself from speculation around his closeness to Paramount’s owners, posting on Truth Social, “If they are friends, I’d hate to see my enemies!”

Warner’s attempt to influence its shareholders could fuel a higher bid from Paramount in the coming weeks — shareholders currently have until January 8 to decide whether to accept the current offer.

Paramount’s offer, in contrast, was described in the letter as “illusory,” providing “inadequate value,” and likely to impose “numerous, significant risks and costs on WBD.” The board said Paramount has “misled WBD shareholders that its proposed transaction has a ‘full backstop’ from the Ellison family,” and the board also outlined that it doesn’t believe there is a “material difference in regulatory risk between the PSKY offer and the Netflix merger.”

WBD shares dipped in the minutes leading up to the market close on Tuesday after news leaked that its management was preparing to encourage shareholders to reject Paramounts bid, and shares of the HBO parent were down at $28.66, off 0.83% from yesterday’s close, as of 7:56 a.m. ET on Wednesday. Netflix was ticking higher, up around 1.7%, and Paramount Skydance was modestly in the red, down 1%.

Several outlets have reported that Jared Kushners firm would back out of the group that had been assembled to help finance the Paramount bid. Confirming this withdrawal, a spokesperson for the firm helmed by the president’s son-in-law told NBC News that “the dynamics ​of the investment have changed significantly ​since we initially became ​involved ​in October.”

Analysts this month have said that a renewed bidding war for Warner Bros. seems “inevitable” given the antitrust concerns surrounding Netflix’s potential acquisition. President Trump on Tuesday appeared to distance himself from speculation around his closeness to Paramount’s owners, posting on Truth Social, “If they are friends, I’d hate to see my enemies!”

Warner’s attempt to influence its shareholders could fuel a higher bid from Paramount in the coming weeks — shareholders currently have until January 8 to decide whether to accept the current offer.

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, or Robinhood Money, LLC.