Federal equity stakes in AI firms is one of the listed funding mechanisms — sovereign wealth fund meets OpenAI cap table, a bigger structural shift than the dividend itself. The trigger is a 3-way OR (labor participation decline, wage compression, OR productivity gains without parallel job growth), so AI productivity alone could trip it even if headline employment holds up — a low bar by design. Bores (former Palantir, NY RAISE Act co-sponsor) is already the target of coordinated AI super PAC spending, which is the tell that labs read this as policy risk rather than posturing.

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