OpenAI Offers USA 5% Equity, Anthropic and Samsung Plan Chip  🔗 **Source:** [OpenAI Offers USA 5% Equity, Anthropic and Samsung Plan Chip](https://share.snipd.com/episode/25723fcb-7ffb-446d-af4e-3de7fe368f5c) ## Highlights - **OpenAI Offered 5% Equity As Political Compromise** - OpenAI offered the U.S. a 5% equity stake in a sovereign AI wealth fund as a middle-ground to public pressure and higher proposals. - Jaeden Schafer contrasts this with Bernie Sanders' one-time 50% stock tax proposal that would raise an estimated $7 trillion and direct proceeds to social programs. Transcript: Jaeden Schafer I'll leave a link in the description to help you grow and scale your business using AI tools. Of 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. They 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, you know, 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 like 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 healthcare and housing and other programs that Bernie Sanders deems fit. The Trump administration has separately approached Google and Meta 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, 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. ([Time 0:01:14](https://share.snipd.com/snip/6b25f867-ed46-4479-820c-0ad71ee6b739)) - **Cursor Bought By SpaceX Creates Model Access Tension** - Cursor's $60 billion acquisition by SpaceX raises questions about continued access to OpenAI and Anthropic models for Cursor users. - Jaeden notes precedent where acquisitions (ScaleAI, Windsurf) led to cutoffs, but OpenAI also converts its early Cursor stake into SpaceX stock, creating ironic overlap. Transcript: Jaeden Schafer 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 Ananthropic, right? Cursor uses OpenAI Ananthropic to power their tools or they let developers do that. And so people are calling into 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 a good relationship with OpenAI and Anthropic? We've seen other companies that have grown and been bought out go through very similar challenging relationships. ScaleAI 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 Cloud 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 essentially giving free money to OpenAI Ananthropic, especially because Cursor Has 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. ([Time 0:02:46](https://share.snipd.com/snip/0affd145-1f78-4d2a-91bc-67e4e0b0215b)) - **Anthropic And Samsung Plan Custom AI Chip** - Anthropic is in talks with Samsung to build a custom AI chip to reduce reliance on NVIDIA and optimize performance/costs. - Jaeden explains custom silicon can target server roles, improve efficiency per watt, and create negotiating leverage versus dominant suppliers. Transcript: Jaeden Schafer So there is a big move happening with Anthropic right now. They're in talks with Samsung to create a custom AI chip. They're joining OpenAI, Google, Amazon, all of them that are trying to basically reduce the reliance on NVIDIA as NVIDIA is, you know, making record sales. Right now, doing all of this is both kind of targeted at costs and supply constraints. When you make this custom silicone, it's in, you know, when these labs are creating it themselves, it's going to let them optimize their own architectures. And also they can negotiate leverage against any sort of dominant supplier, right? So Nvidia has been very dominant for a long time. And in fact, when you're trying to go and get GPUs or whatnot from Nvidia, they have a certain amount that they'll allocate to different companies, but they're trying to spread it out Because the demand is just so high. So this is not great because if someone like opening I, Anthropik, Google, they only can get a maximum amount from Nvidia. So if they can build their own, not only does that kind of ease that constraint, that supply constraint, but also, you know, maybe they have some better negotiating power. Look, we can build our own for X price if you would be able to bring the price of yours down. So I think it's kind of a long-term play for negotiating power with NVIDIA as well. OpenAI also just unveiled their own custom chip. It's called Jalapeno. They did this last week. They're building that with Broadcom and they're claiming that it's going to offer better performance per watt than any of the other competitors. And I think when you're, you know, when you're building this custom for your software or hardware stack, it's, you know, it makes a lot of sense that they're able to achieve those kind Of efficiencies. So I think Anthropica has seen this and trying to do the same thing. Samsung already manufactures NVIDIA's chips, and they do that for their AI training. And they're also building a joint AI chip factory in South Korea with NVIDIA right now. So, you know, I think they're kind of at the center of the supply chain. Samsung's working with NVIDIA. So it's kind of a no-brainer for Anthropica to go there as a partner to build out this chip. Anthropica's project, though, is definitely in the early stages. These chips are not quick. They take a very long time to build and the purpose, the server role, the performance targets, none of that have actually been finalized. So I think you can kind of imagine this is going to be a multi-year development timeline. I mean, I've been hearing, you know, rumors of OpenAI working on this stuff for many years and it seems like Anthropik is just getting there and realizing this is something that they Need to do. ([Time 0:04:53](https://share.snipd.com/snip/04ea21a9-5841-44a6-b6b1-9d7c6e7eac67)) - **OpenAI's Jalapeno Chip Targets Efficiency Per Watt** - OpenAI unveiled a custom chip called Jalapeno built with Broadcom, claiming superior performance per watt. - Jaeden frames this as labs optimizing custom silicon for their software stacks to gain efficiency and long-term cost advantage. Transcript: Jaeden Schafer OpenAI also just unveiled their own custom chip. It's called Jalapeno. They did this last week. They're building that with Broadcom and they're claiming that it's going to offer better performance per watt than any of the other competitors. And I think when you're, you know, when you're building this custom for your software or hardware stack, it's, you know, it makes a lot of sense that they're able to achieve those kind Of efficiencies. So I think Anthropica has seen this and trying to do the same thing. Samsung already manufactures NVIDIA's chips, and they do that for their AI training. And they're also building a joint AI chip factory in South Korea with NVIDIA right now. So, you know, I think they're kind of at the center of the supply chain. Samsung's working with NVIDIA. So it's kind of a no-brainer for Anthropica to go there as a partner to build out this chip. Anthropica's project, though, is definitely in the early stages. These chips are not quick. They take a very long time to build and the purpose, the server role, the performance targets, none of that have actually been finalized. So I think you can kind of imagine this is going to be a multi-year development timeline. ([Time 0:06:01](https://share.snipd.com/snip/6a6fae68-7254-4ac1-bd56-84d64bd18483)) - **Monetize On-Device AI Features With Subscriptions** - Expect hardware-first companies to monetize AI features via subscriptions rather than ads, especially when inference runs on-device. - Jaeden uses Meta's smart glasses conversation focus (15 hours for $10/month) as a clear monetization play with minimal server cost. Transcript: Jaeden Schafer It's kind of interesting, right? Facebook has kind of always been known as the free forever. They just monetize through ads, but they're starting to spin out these new products and they're trying to do premium subscription models. So if you want to get all of the latest features with their smart glasses, you're going to have to pay a subscription that's starting with conversation focus, which is basically going To enhance voice clarity and noisy settings. So I've heard this kind of pitched as like if you're in a noisy train station, and there's a ton of people talking, if you're if you're talking to someone, their voice is going to get isolated And amplified by the speakers in your headset. So you can actually hear them better, All you have to do is look in their direction. And you'll be able to hear, you know, the sound of their voice louder than all of the noisy surroundings. But what's interesting, they do give you some free, they give you three months for three hours a month for free. And they give you 15 hours for $10 a month of meta one premium, I'm not sure if you turn this on or if it automatically detects and tells you when it runs out i mean it's basically usage based Ai like every other platform it's just interesting uh how they're going to try to make this seamless and if they're going to just you know all of a sudden you're halfway through a conversation Everything's being perfectly amplified and then it cuts out right so i mean and i don't know like how many conversations if you're having more than 15 hours of conversations in noisy Train stations or maybe on like a noisy job site. It'll be interesting to see where this gets rolled out. This is definitely a big monetization play. It's not kind of a cost recovery one. The feature runs entirely on device, so there's no server cost to meta. So they're just trying to generate revenue from this. ([Time 0:07:10](https://share.snipd.com/snip/95eeaab1-356e-40b9-9735-03a858827f29)) - **Microsoft's Frontier Is A Massive Deployment Push** - Microsoft launched Frontier, a $2.5B AI deployment unit embedding ~6,000 engineers into customers to implement AI end-to-end. - Jaeden notes this mirrors moves by OpenAI and Anthropic and targets enterprises needing hands-on deployment help at scale. Transcript: Jaeden Schafer Microsoft is launching a new AI deployment company called frontier. They're putting $2.5 billion into this. It's going to be its very own unit, and they're going to have about 6,000 engineers that are going to be directly embedded into different companies. And they're trying to basically deploy AI systems end to end. So this is something that we've seen OpenAI also spin out like separate companies and get investors in these separate deployment companies. Anthropic has also done this, and they're partnering with a bunch of big players. So it's interesting. It feels like the next step for these labs is they're trying to get more sales and more users in companies. It's to just basically get these engineers and they're, you know, sending them in there for at cost or free or charging them something. And they're going to go and implement all of the Microsoft or all of the opening eye all of the Anthropoc systems inside of that company and try to get their usage up as high as possible. There is a huge development deployment race right now with AWS. They announced a rival $1 billion venture just two days earlier. And I think both of these companies are betting that enterprises need hands on implementation help. So it's not just about, you know, hey, go sign up for OpenAI and let your team use it. It's like, look, we're going to give you these engineers that are going to go and actually implement this for you. Just to put that into context, though, with their 6,000 engineers, Frontier is about six times larger than Palantir's entire FTE organization when they first IPO'd. ([Time 0:10:19](https://share.snipd.com/snip/5ab9f050-7127-4720-b23e-9fbc4c22d538))