Whatever you want to call this, it isn't capitalism.
President Trump making a statement that should be on every investor's radar heading into next week (Save this).
"There's so much money and it's so big that there are concepts where pieces could be given to the American public where the American public essentially becomes a partner with the companies."
He confirmed he has already spoken to all of the major AI companies about it and that they are all coming to the White House as soon as next week.
When asked which companies would be in the meeting, his answer was simple, all of them, all the big ones.
To understand why this matters so much, you need to understand what actually triggered this conversation.
Sam Altman first pitched the idea of a government equity stake in AI companies directly to Trump in 2025, and has been quietly advancing it through White House meetings ever since.
The proposal is straightforward, AI companies voluntarily transfer a portion of their equity to a government managed public fund, the fund generates returns, and those returns flow back to American citizens as direct payments.
That concept got a major political boost this week when Senator Bernie Sanders announced the American AI Sovereign Wealth Fund Act, which would require a one time 50% equity transfer from the largest AI companies in the country.
When a reporter told Trump that Sanders had proposed this, Trump did not push back, he said he has been talking about it for the past year and noted that on economic issues, he and Sanders are not as far apart as people think.
The political alignment here is remarkable and deserves to be taken seriously by investors.
The sitting Republican president and the most prominent democratic socialist in the Senate are now openly competing for credit on the same idea that the public deserves an ownership stake in the most valuable technology platform in human history.
The immediate implications for AI company valuations are real and need to be modeled carefully.
The Trump administration already took a $2 billion equity position across nine quantum computing firms in May 2026 and has now taken or is planning stakes in 22 companies total during this administration.
For OpenAI and Anthropic, both of which are preparing IPO filings right now, a voluntary equity transfer to the government could actually be net positive as it provides political insulation against regulation, generates goodwill with the administration overseeing AI policy, and signals to the public that these companies are aligned with national interests rather than narrowly serving their founders.
If the American public becomes a financial partner in AI's success, the political and regulatory pressure on these companies changes fundamentally and every valuation model that does not price in that shift is working with incomplete information.