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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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OK, so when was the longest shutdown in US history?

The US government officially shut down at 12:01 a.m. on Wednesday after senators failed to agree on a last-minute funding bill. Though initially shrugging off the threat of a shutdown during yesterday’s session, stocks were mildly in the red on Wednesday as investors reacted to what is now the 11th shutdown in the government’s history.

Until this latest shutdown, there had been 20 government funding gaps experienced since 1976 — though not all ended in a full shutdown, with full closure averted in half of those cases.

Indeed, prior to the 1980s, funding gaps didn’t typically have major effects on government operations, with agencies continuing to operate on the basis that the funding would come eventually. However, a more stringent interpretation of the rules led to a stricter appropriations process from the early 1980s onward, with many subsequent funding gaps resulting in a shutdown of affected agencies (unless the gaps were quickly fixed or occurred over a weekend).

Obviously, the duration of the latest shutdown is still unclear, but it will continue until Congress passes a funding bill — most likely via a “continuing resolution,” which has ended every shutdown since 1990. Data analyzed by USAFacts suggest that it might not be a one- or two-day affair, as funding gaps have lengthened in recent years.

Government shutdown patterns
Sherwood News

Indeed, the last shutdown, which began in December 2018, ended up becoming the longest in history, at a whopping 34 days. By the time the government reopened in January 2019, about $3 billion (in 2019 dollars) had been wiped from the GDP in Q4, per data from the Congressional Budget Office, with approximately $18 billion in “federal discretionary spending” delayed over the roughly five-week stretch.

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GM climbs following upgrade, report that Trump administration seeks stake in its lithium mine partner

Shares of General Motors rose more than 2% in premarket trading Wednesday following an upgrade of the stock by UBS from neutral to buy. The firm also hiked its price target for GM by 45% to $81.

Also likely elevating GM was a Reuters report that the Trump administration is exploring taking a 10% stake in Lithium Americas, the automaker’s partner in a yet to open Thacker Pass lithium mine. Shares of Lithium Americas surged 68% in the premarket.

GM, which invested $625 million into the lithium mine last year, holds a 38% stake in the joint venture. The mine is expected to become the Western Hemispheres primary lithium source in 2028, when it’s slated to open, producing enough of the metal to make 800,000 electric vehicle batteries.

Prior to its plans for Lithium Americas, the Trump administration last month said it would take a 10% stake in Intel. In July, it announced a 15% stake in rare earths miner MP Materials.

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