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The State Wants a Seat at the AI Cap Table
Jul 2, 2026inBitcoin Brief

The State Wants a Seat at the AI Cap Table

OpenAI may offer the US government a stake in the company. The AI industry is moving onto wartime footing while bitcoin remains outside every cap table.

Marty BentMarty Bent
@TFTC21@TFTC21

US hiring plans are down 84% since 2020 YTD 2026 is up 10% but strip out tech and hiring plans are actually down 1%

@TFTC21@TFTC21

OpenAI just offered the US government a 5% stake worth ~$43 billion. This follows the government converting CHIPS Act grants into a 9.9% stake in Intel and taking equity positions in 9 quantum companies.

@TFTC21@TFTC21

Fable 5 is back but nerfed and metered. Anthropic added a new government-negotiated safety filter that blocks the specific jailbreak Amazon researchers found. If a request gets flagged, you get bumped down to the weaker Opus 4.8 instead. They admit the filter will catch harmless requests too and they're "working to refine" it. Biology and chemistry classifiers are also still overly broad, triggering fallbacks on basic questions. Paid users get Fable 5 for up to 50% of weekly usage through July 7, then it moves to usage credits. The most capable model available to the public now comes with government-approved safety filters, an admission those filters will overcorrect, and usage caps. This is what frontier AI looks like going forward.

@TFTC21@TFTC21

We spent $20,000 building an AI agent (Martin) that helps us run our company. Most know they need to implement AI in their business but get overwhelmed by the hype on X and YouTube. We're launching the TFTC Roundtable to get you off zero. tftc.io/roundtable

@TFTC21@TFTC21

Adam Back on Bitcoin Standard Treasury ($BSTR): "Trying to create a relatively conservative return on Bitcoin using capital market strategies. We would do things differently compared to other treasury companies."

@TFTC21@TFTC21

Palantir CEO Alex Karp's full interview on CNBC: "We have so much more demand than we can supply" as AI platform wins with enterprises.

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