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.
What this episode covers
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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OpenAI Considers Handing US Government 5% Stake
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