When General Paul M. Nakasone, who until just recently was near the top of the chain for Cyber Command in the US Armed Forces, joined the OpenAI board, it could

When General Paul M. Nakasone, who until just recently was near the top of the chain for Cyber Command in the US Armed Forces, joined the OpenAI board, it could be seen in multiple ways. My take is that this wasn't something OpenAI did as a PR stunt, but rather that the military started seeing this tech as being critical to national security, and basically forced OpenAI to take him on the board. That's not necessarily good for stock prices. If AI beyond some capability are labelled as strategic military assets, then the Nvidia export restrictions may end up a pale foreshadowing of what AI companies could be facing soon.