The Narrative Strategy of Sam Altman on CNBC today… Some notes from discussing this ‘we will give America 5% of OpenAI’ idea… 1 - Strategica…

The Narrative Strategy of Sam Altman on CNBC today… Some notes from discussing this ‘we will give America 5% of OpenAI’ idea… 1 - Strategically it makes sense for OpenAI to Invite This Matrix-multiplication / inference is a commodity… but OpenAI is actually in a WORSE place than utilities which are regulated / have regulatory capture AND there are geographic realities / limits on shipping energy. The only way for an OpenAI to ‘win’ / generate long-term profit is regulatory capture, so why not invite it… this has never been more apparent with the open-source global models coming online 2 - OpenAI has the least to lose / most to gain…competitively smart PR move They are now behind Anthropic in the ‘pure play’ race… and unlike Google and Meta don’t have actually profitable real business… so a 5% dilution to them is nothing really…. It is worth 5% to hurt their competitors if they can drive the meme. 3 - The deal for America sounds way better than any practical reality. I actually like the ‘trump accounts’ / deal Americans broadly into the market … but 5%… that is like 100 bucks per person, maybe 150 at a 1T valuation… and these ‘dividends’… of what? A non-profitable company — even if you buy ‘massive growth story…. This isn’t needle moving in any practical way, it just sounds good and is something Bernie and Trump can weirdly both like for different reasons…. Upshot — good on Sam Altman as a cynical political strategist - makes total sense…. Drives AI exceptionalism story, ‘so dangerous’, etc.. in a politically advantaged way… But on the eve of America’s 250th Birthday … shame. Deeply anti-American, anti-Freedom, anti-Capitalist… and highly dangerous behavior to anyone who actually believes in American values…. And it is exactly the type of outcome starting with bank bailouts everyone worried about in 2008** don’t give mice cookies**

Source: Yann LeCun (X) | 2026-07-02