OpenAI的Sam Altman正讨论给予美国政府5%股份(估值8520亿美元),主张若AI创造巨大财富,公众应分享收益。真实动机包括:监管保险(5%股份可能比政治僵局或严格发布规则更便宜)、IPO准备(政府间接持股可降低政治风险)、模型发布压力(OpenAI与Anthropic已因审查推迟前沿模型,政府持股可化反对者为共同受益者),以及数据中心、能源、芯片和许可等基础设施扩建需求。讨论尚处早期,需国会批准,其他AI实验室尚未同意效仿。
A few more thoughts on OpenAI's 5 percent stake for the US government.
I do not think this is only about allowing US authorities to share in the profits, but also about enabling an ever closer interconnection between government and future technology. The situation surrounding Fable 5 has made it strikingly clear how important it will be for a frontier lab to maintain good relationships with the authorities in the future, and, conversely, how important Western governments consider this technology to be.
Here, too, the AI2027 blog was ahead of its time. OpenAI is therefore anticipating regulation insofar as the company is proactively offering the US government cooperation and closer integration (as well as potential profits). But also potential losses, should AI, for whatever reason, ultimately fail. I also think that even larger stakes will go to governments in the future.