OpenAI Considers Handing US Government 5% Stake episode artwork

EPISODE · Jul 2, 2026 · 55 MIN

OpenAI Considers Handing US Government 5% Stake

from The Modern Market Show · host The Modern Market Show

In this episode, we discuss OpenAI's proposal to give the US government a 5% stake, South Korea's leveraged market selloff, and Meta's pivot into cloud computing.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup05:02 Venice AI and Betting on Small Cap AI Tokens13:05 More Headlines and the Day's Price Action16:13 Lighter and the DYDX Team's Robinhood Chain Perp Race20:30 KOSPI Selloff and Korea's Retail Leverage Problem25:04 Making Sense of Korea's 100 Million Trading Accounts30:14 OpenAI Weighs a 5% US Government Stake37:21 Palantir, Alex Karp and the Rise of Sovereign AI Models42:09 NVIDIA's Trillion Dollar Robotics Bet and New Humanoids47:04 Is the Robotics Trade a Decade Away or Closer50:47 Meta Pivots to Cloud Computing54:34 Closing ThoughtsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

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