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Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips

Sam Altman, Trump, Jason Lemkin, Rory O'Driscoll, Harry Stebbings

OpenAI and the U.S. government are exploring regulatory frameworks involving pre-approval processes and potential equity stakes, while major tech firms like Meta and SpaceX pivot toward selling excess compute infrastructure to reshape market dynamics. In the enterprise sector, adoption bottlenecks arising from talent shortages are slowing diffusion rates despite aggressive service deployment strategies by Microsoft and Amazon. Concurrently, venture capital is normalizing high-dilution financing and secondary liquidity events as geopolitical tensions accelerate a bifurcation between U.S. closed-source models and China's advancing open-source alternatives.