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The AI Super PACs Trying to Influence the Midterms
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OpenAIās CEO signed a letter in 2023 acknowledging that AI might cause human beings to go extinct. More recently, Anthropicās CEO said that AI will ātest us as a species.ā Many Americans seem to believe them: A March poll showed that a majority of voters think the risks of the technology outweigh the benefits. Now, as the midterm elections approach, tech-affiliated super PACs are investing tens of millions of dollars to try to overcome that animus.
To understand their strategy, think back just a few short years to a playbook established by the cryptocurrency industry. During the 2024 election cycle, crypto and venture-capital firms poured funds into a super PAC called Fairshake, which spent hundreds of millions of dollars supporting pro-crypto candidates and attempting to undercut anti-crypto candidates. The plan worked. Major politicians (both Republicans and Democrats) supported by Fairshake and its affiliate PACs defeated their opponents; Congress became marginally more accepting of crypto; and the industry notched several major policy wins the following year.
AI-backed super-PAC groups are now adopting Fairshakeās model, but under profoundly different circumstances: About half of American adults say that they use chatbots such as ChatGPT, whereas just under one-fifth say that theyāve used or invested in crypto. AI is both ubiquitous and largely distrusted. No leading candidates are advocating for a ban. Instead, the question is how this industry ought to be regulated.
Two super-PAC groups offer two different answers. One, Leading the Future, which was co-founded by the venture-capital powerhouse Andreessen Horowitz, has embraced a regulation-light approach to AI, focusing on āidentifying, maintaining, and growing pro-AI candidates.ā It has raised more than $140 million, receiving contributions from the VC firmās founders as well as OpenAI President Greg Brockman. Leading the Futureās priorities seem to align with those of OpenAI. (The AI firm recently put out a statement distancing itself from the super PAC.)
Meanwhile, OpenAIās main rival, Anthropic, donated $20 million to the competition: Public First Action, a nonprofit that works with super PACs to back candidates who have a focus on AI safety. (Anthropic has stated that its donation is reserved exclusively for the groupās AI-education initiatives and ācannot be used for federal election activity.ā) The group touts its support of comprehensive regulation over the āmove fast and break thingsā approach. Itās in line with how Anthropic has described its prioritiesāthe company has always positioned itself as a humane, safety-focused alternative to first-mover OpenAI and was recently blacklisted by Pete Hegsethās Department of Defense after it refused to remove guardrails from one of its AI models (the company is currently suing the government). One of Public First Actionās co-founders described it as āthe anti-super PAC super PACāāpurely a way to counter Leading the Future and its Donald Trumpāaligned donors.
A high-profile battle between the two has been playing out in New Yorkās Twelfth Congressional District. Alex Bores, one of the leading candidates, is a former Palantir employee who left the company after it renewed its contract with ICE; heās been running as the candidate who knows how to regulate Big Tech because he understands its power. Leading the Futureās ads have blasted him for his focus on regulation, calling him a āhypocriteā who will stifle AIās progress. Politico calculates that groups affiliated with the tech industry have spent $26 million to ensure that Bores doesnāt win. Meanwhile, Public First Action and other aligned groups have spent $18 million to back him.
The political strategist Cooper Teboe told me that the New York race āwill be viewed as the final examā for this model of AI-backed political spending. If Leading the Future wins out and Bores loses, the super PAC could double down on its playbook in future races. So far, Leading the Futureās spending has arguably given Bores more attention, and has in some ways bolstered his appeal to AI-critical voters. One of his own campaign ads satirizes an āAI super PACā with an evil-sounding robot voice that is trying to destroy him; the ad paints Bores as the level-headed alternative.
As the midterms approach, debates over AI have intensified. Last month, when commencement speakers at the University of Central Florida, the University of Arizona, and Middle Tennessee State University began to talk about AIās importance in graduatesā lives, they were met with loud boos. Itās worth watching video clips from the events to get a sense of the ambient feeling; these kids hate AI. People are especially skeptical of data centers: Seven out of 10 Americans donāt want to see one built in their area. And the conversation has lately escalated into violence: Two months ago, an Indiana politicianās home was fired at 13 times, and a handwritten note reading āNo Data Centersā was left on his doorstep.
The industry seems to be realizing that supersize personalities such as OpenAIās Sam Altman and Anthropicās Dario Amodei, who tend to speak about AIās potential in extreme terms, arenāt necessarily equipped to represent the tech to worried voters. The fight over AI regulation has the potential to affect nearly everyone in American society. How should AIās processing power be taxed? Will data centers ultimately subsidize the restoration of the countryās electrical grid? What towns should allow data centers to be built, and which shouldnāt? Voters will decide, but the industryāand its moneyāwill be guiding the conversation.
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Stephanie Bai contributed to this newsletter.
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