AI dividend
AI windfall dividend. A share of AI companies' windfall profits, or a tax on AI, goes to the public.
What it does
A slice of AI company profits or equity would flow into a public fund that pays every adult a yearly dividend, or funds jobs if unemployment rises. Companies might also sign voluntary pledges, like the Windfall Clause, to give away profits above an extreme threshold.
Applies to: AI companies above a profit or revenue threshold.
- A share of AI companies' windfall profits, or a tax on AI, goes to the public.
Where things stand
Only voluntary structures: the OpenAI Foundation holds about 26% of OpenAI Group PBC (valued at about $130 billion, Oct 2025) and runs a People-First AI Fund ($40.5 million to 208 nonprofits). No public AI dividend or token tax is in force.
Why it costs ~9 days
Taking a share of AI profits leaves slightly less money for compute and research: about 3 days.
Biggest unknown: Whether AI profits become large and concentrated enough to share, and whether taxing them now would slow U.S. labs relative to China.
Its effect on p(doom)
Shares the wealth from AI with everyone, not just the companies that build it.
It spreads the gains from AI and limits concentrated wealth. It doesn't target catastrophic risk.
The strongest case that it costs more
Taxing AI profits could push investment abroad and slow U.S. labs more than expected.
The debate
For
- Cullen O'Keefe, Peter Cihon, Ben Garfinkel, Carrick Flynn, Jade Leung, Allan Dafoe 2020 'Windfall Clause': ex ante pledge by AI firms to donate a large share of extreme profits
- Sam Altman 2021 'Moore's Law for Everything': American Equity Fund funded by a 2.5% yearly tax on large company value and land
- Sen. Bernie Sanders June 2026 American A.I. Sovereign Wealth Fund Act
- Reps. Sara Jacobs, Greg Casar, Valerie Foushee Sept 2026 AI token/revenue tax bill; Jacobs: workers deserve a share of AI profits
Against
- R Street Institute (Nicholas Thielman, Adam Thierer) June 2026: Sanders bill is a 'death sentence' for U.S. tech leadership and would hand China the AI lead
- Reason (critique of Sanders bill) June 2026: argues the bill misunderstands AI and wealth
- Lawrence Summers 2017: taxing robots is 'protectionism against progress' and hard to define
Sources
- The Windfall Clause (arXiv / AIES 2020): Founding proposal
- Moore's Law for Everything (Altman, 2021): American Equity Fund
- Roll Call: Sovereign wealth fund tax on AI companies unveiled by Sanders: 2026 bill details
- Fortune: bill would tax AI tokens to fund jobs: Token tax bill
Rough starting points, not precise forecasts. Lead costs assume China doesn't depend on U.S. models, the case least favorable to safety laws, and count 3 years. On the menu you can change every assumption and put in your own numbers. Last priced 2026-09-26.