Jeff Stein

I think the idea is if they somehow set up a dividend payment.

The math doesn't quite net out, I don't think, for this, but you can imagine a world where they say, okay, Trump accounts exist and we'll add $1,000 into each person's Trump account from the shares of OpenAI and the other AI companies that we've acquired.

Mm-hmm.

then the thinking is regulation makes that payment go down, so the government is less likely to do it.

And I think to go to your point about anthropic, which I think is really important and interesting, we reported in our first story that anthropic

basically OpenAI and Sam Altman have been pushing this with the administration and that Anthropic has not discussed this idea with the administration.

My sense from sources is that Anthropic is much cooler to this, which is kind of an interesting inversion of like the idea that Anthropic is kind of the good guys.

Yeah.

Right.

And maybe that's a function of the fact that OpenAI has a bigger PR problem where they're like, please take our money because we are so unpopular and Anthropic doesn't have that problem.

Or maybe it's

you know, it raises questions about Sam Altman's motivations and is it partly a reflection of his coziness with the Trump administration.

We get to ask other people questions because we're sick and tired of being asked questions.

You know, Steve Carell is a great singer.

Can you tell you not to audition for The Office or something?

Yeah, my first disclaimer is never take stock advice from Jeff Stein, as my friends have discovered.

And for all the listeners out there, don't trade on anything I say.

That said, there's a new report coming out today from economist Adam Sieper.

They're going to find essentially that they did a systemic analysis of the dot-com bubble and the current AI bubble.

And the findings, which I've been talking to the researchers about, are really striking.