Unlocking America’s Hidden AI Fortune: The ASI Fund and Trump’s $216 Trillion Opportunity

Untitled Document Last month, Trump quietly signed Executive Order 14330. No fanfare. No headlines. The media barely noticed. But it could be the most important financial decision of his presidency. With one signature, he opened an entire class of investments that were off-limits to regular Americans for decades. These are the same investments that turned Mitt Romney's $450,000 into as much as $100 million in 15 years. The same investments Peter Thiel used to grow $2,000 into $5 billion between 1999 and 2021. Now, for the first time, you can access them too. But here's what makes this moment different... We learned that OpenAI quietly rescinded its ban on using AI for "military and warfare" purposes, and soon after it was reported to be working on "a number of projects" with the Pentagon. In November, in the same week that Donald Trump was reelected US president, Meta announced that the United States and select allies would be able to employ Llama for defense uses. A few days later, Anthropic announced that it too would allow its models to be used by the military and that it was partnering with the defense firm Palantir. As the year ended, OpenAI announced its own partnership with the defense startup Anduril. Think about that. In just 12 months, every major AI company reversed course on military applications. Why? Because "GPTs develop faster when there's a large, demanding, and income-generating application sector," economist David J. Teece wrote in 2018, "such as the US Defense Department's purchases of early transistors and microprocessors." The Pentagon spent over $14 trillion in the first two decades of the 21st century, with around one-third going just to the five largest contractors. Now that money is flowing into AI. My colleague Alexander Green has found one fund at the center of it all. Trump has up to $25 million of his own money in it. But you can get in for less than $20. This isn't just about AI anymore. It's about the complete transformation of American defense technology - and the trillions that will flow to those positioned correctly. Click here to find out more. Good investing, Rachel Gearhart Publisher, The Oxford Club