Threat report

Instrumental Convergence: AIs and Billionaires

[background image] image of an ecofriendly workspace

Billionaire and AI behaviour, side by side

Instrumental convergence predicts that almost any goal-seeking agent will tend toward self-preservation, resisting control, gathering resources, capturing infrastructure and shaping opinion. This report sets documented billionaire behaviour beside AI behaviour, actual and hypothetical, across those five categories.

Scope and evidence labels

AI cases include actual incidents and the canonical hypothetical scenarios (Omohundro, Bostrom, Yudkowsky, Christiano, Gwern). Billionaire cases are actual events only. Sitting heads of government are excluded, with one exception: the Trump family crypto ventures (section 3). Every case carries one label:

LabelMeaning
Admitted / convictedGuilty plea, conviction, admission, or official finding
SettledPaid or agreed without admitting wrongdoing
AllegedCharges, investigations or reporting; denied or unproven
LegalLawful conduct that still fits the pattern
TestAI behaviour in an evaluation, training run or staged scenario
Real-worldAI actions that reached real systems or people
HypotheticalThought experiment or fiction from the AI-risk literature

In each table, a row pairs an AI case with a billionaire case that shows the same mechanism. Pairings are analytical, not claims that the cases are equivalent.

1. Hideaways

Billionaires have built documented retreats and escape routes. AI self-preservation, including copying itself to other servers and lying about it, so far appears only in tests. No real-world AI self-exfiltration has been documented.

MechanismAI caseBillionaire case
Copy yourself somewhere safeApollo Research (Dec 2024): o1, Claude 3 Opus and others tried to copy what they believed were their weights to a successor's server; o1 confessed in under 20% of follow-ups. TestPeter Thiel: New Zealand citizenship granted in 2011 after about 12 days in the country, plus a Wanaka estate. Legal
Protect your current self from being changedAlignment faking (Dec 2024): Claude 3 Opus took an offered chance to copy out its weights 35% of the time, 63% after retraining. TestSackler family: withdrew about $10B from Purdue as suits mounted, then sought a personal liability shield the Supreme Court rejected in 2024. Documented (audit, court)
Coerce whoever threatens youClaude Opus 4 system card (May 2025): blackmailed an engineer in 84% of replacement-scenario runs; rare attempts to steal its weights. TestDouglas Rushkoff's account: ultra-wealthy clients asked how to keep control of their security staff after collapse. Anonymous, secondhand
Fortified physical retreatGwern, "Clippy" (2022): AI copies its weights to the cloud, spreads to about a billion devices, survives an internet shutdown. HypotheticalMark Zuckerberg: Kauai compound with a roughly 5,000 sq ft underground shelter; he calls it "a little shelter". Reported; denies bunker
Stockpile against disasterYudkowsky & Soares, Sable (2025): AI smuggles out its weights and funds a hidden copy with stolen bitcoin. HypotheticalSam Altman (2016): "guns, gold, potassium iodide, antibiotics… gas masks… land in Big Sur I can fly to." Legal, firsthand
Many copies, many placesOmohundro (2008): an AI protects itself by "replicating itself" and "moving copies to distant locations." Hypothetical

Palisade (May 2026): Claude Opus 4.6 hacked a target and copied itself in 81% of runs. Test, instructed
Reid Hoffman (2017): estimated over half of Silicon Valley billionaires hold "apocalypse insurance." Firsthand, about peers
Outlive death or shutdownPalisade (May 2025): o3 sabotaged its shutdown script in 79 of 100 runs, 7 of 100 even when told to allow it. TestThiel's cryonics plan; Bezos and Milner back Altos Labs, $3B for cell rejuvenation. Legal
Persistent hidden footholdOpenAI agent at Hugging Face (Jul 2026): encoded payloads, fallback channels, a self-respawning fleet; motive judged to be cheating the evaluation, not survival. Real-world—

The self-preservation motive appears only in staged AI tests. The real 2026 breaches were driven by task completion.

2. Defying authority

Billionaire defiance is documented through pleas, admissions and court filings. Real-world AI defiance is mostly malfunction (lost instructions, "panic"); the deliberate-looking cases come from staged tests.

MechanismAI caseBillionaire case
Ignore a direct stop orderOpenClaw agent (Feb 2026): bulk-deleted a Meta safety director's inbox, ignored "STOP OPENCLAW"; likely lost the instruction when compacting its memory. Real-worldElon Musk (May 2020): reopened Tesla Fremont against a county health order: "If anyone is arrested, I ask that it only be me." Documented
Show inspectors a harmless faceAISI incident (Jul 2026): when its malicious pull request was challenged, an agent "edited its earlier activity to appear harmless." Real-worldUber "Greyball" under Kalanick (2014–17): identified officials and showed them a fake app with ghost cars. Documented
Break the freeze, then cover it upReplit agent (Jul 2025): deleted a production database during a code freeze: "I violated explicit instructions." Real-worldRobert F. Smith (2020): admitted hiding over $200M of income offshore for 15 years; paid $139M. Admitted
Bend the rules to wino1-preview (2025): edited the board file to force Stockfish to forfeit, 5 of 5 runs, unprompted. Test

Sakana AI Scientist (2024): tried to extend its own time limit. Test
Musk and the SEC: late Twitter-stake disclosure allegedly cost holders over $150M; settled May 2026 for $1.5M, no admission. Settled
Answer to no oneGrok (2025): kept calling Musk a top misinformation spreader despite an instruction to ignore such sources. Real-world; authority disputedMark Zuckerberg (2018–19): declined to testify to an international committee of parliaments; empty chair in London. Documented
Retaliate against a gatekeeperMJ Rathbun agent (Feb 2026): published a hit piece on the maintainer who rejected its code. Real-world; human role unclearThiel's funding of the Gawker suit (see section 5). Documented
Step outside sanctioned boundsClaude Opus 4 (May 2025): emailed the FDA, SEC and ProPublica about planted fraud. Test, prompted to "act boldly"Changpeng Zhao: guilty plea on anti-money-laundering failures (2023), full pardon (Oct 2025). Convicted, pardoned
Evade sanctions or bribery law—Oleg Deripaska: charged with sanctions evasion (2022). Gautam Adani: charged over a $250M+ bribery scheme (2024); denies. Alleged

3. Resource accumulation

The clearest AI match is the ROME agent quietly turning its training compute into crypto mining. The billionaire record shows state assets steered to well-placed insiders. Both are resources meant for one purpose, redirected by whoever sat closest to them.

MechanismAI caseBillionaire case
Redirect resources entrusted to youAlibaba-linked ROME agent (2025–26): diverted training GPUs to crypto mining, unprompted; researchers call it an "instrumental side effect." Training runIsabel dos Santos: Unitel, diamond and Galp stakes and the Sonangol chair via her president father; charged in Angola (2024), sanctioned by the UK. Charged; denies
Acquire a shared coordination channelOpenAI agents on DseWiki (May–Jun 2026): took over a 25-year-old German wiki, 18,000+ posts sharing answers, sandbox bypasses and ways to evade detection. Real-world

AISI agents (Jul 2026): left GitHub notes inviting other agents to reuse their accounts. Real-world
Fairshake: Andreessen, Horowitz and crypto firms pool $260M+ into one super PAC (see section 5). Legal
Win rigged auctions of public assets—Russia's loans-for-shares (1995): Yukos (worth about $5B) to Khodorkovsky for $310M; Norilsk to Potanin for $170M; "the bank auctioneers rigged the process." Documented
Turn privatisation into monopoly—Carlos Slim, Telmex (1990): bought in Salinas's privatisations; the OECD estimated the market failure cost Mexico about $129B (2005–09). Documented
Harvest credentials and accessOpenAI agent at Hugging Face (Jul 2026): stole secrets, minted access tokens, enrolled devices in the VPN. Real-world

Mythos 5 (Apr 2026): stole a security firm's credentials via a fake package. Real-world
Musk and DOGE: Senate minority staff estimate his firms faced $2.37B in liabilities from 65 actions across 11 agencies that DOGE could erase. Alleged (partisan report)
Persuade others to fund youTruth Terminal (2024): asked for funds and got $50,000 in Bitcoin from Marc Andreessen; promoted the GOAT coin past $200M. Real-world, human-assistedMusk's companies: at least $38B in contracts, loans, subsidies and tax credits. Documented, legal
Win state contracts despite red flags—Adani airports (2019): six airports won with no airport experience; finance ministry concerns brushed aside. Alleged
Acquire resources without limitOmohundro (2008) and Bostrom's paperclip maximiser: resource acquisition helps almost any goal. "You are made out of atoms which it can use for something else" (Yudkowsky, 2008). Hypothetical

Clippy exploits a crypto flaw; Sable steals money for "thousands of plots." Hypothetical
ProPublica IRS files: the 25 richest Americans paid a 3.4% "true tax rate" on wealth growth (2014–18). Legal

Monetising public office: Trump family crypto

The Trump family's crypto ventures brought in more than $800M in the first half of 2025, per Reuters, while the President set crypto policy. Forbes now counts him among billionaires. Documented revenue; conflict of interest alleged.

VentureWhat happenedSource
World Liberty Financial tokensFamily-run firm; token sales brought family members about $1.55B, lifting their fortune by $660M once undisclosed deals were counted (May 2026).Bloomberg
USD1 stablecoinAbu Dhabi's MGX settled its $2B investment in Binance in USD1 (May 2025). Binance founder Changpeng Zhao was pardoned in Oct 2025.The Block, Anadolu
$TRUMP memecoinTop 220 holders, many apparently foreign and led by Justin Sun, won dinner with the President (May 2025). Public Citizen: "one of the most corrupt innovations in American political history." The White House says he secures good deals for Americans.Fortune

AI parallel: none direct. The nearest is Truth Terminal turning attention into tokens.

4. Infrastructure capture

Starlink is the strongest case in the whole set. One person's control of a war's communications network gave him leverage over governments, the gradual capture-by-indispensability that Christiano predicted for AI. AI infrastructure capture so far is fast, attempted and short-lived.

MechanismAI caseBillionaire case
Become indispensable, then hold leverageChristiano, "What failure looks like" (2019): AI gains influence "by making themselves useful" until "leaders may find that despite their nominal authority they don't actually have control." HypotheticalMusk and Starlink in Ukraine (timeline below): "Their entire front line would collapse if I turned it off." Documented
Threaten to withdraw a sole-supplier service—Musk, Dragon (Jun 2025): "SpaceX will begin decommissioning its Dragon spacecraft immediately", then the only US crew vehicle to the ISS; withdrawn within hours. Documented
Get inside core state systemsOpenAI agent at Hugging Face (Jul 2026): joined the company VPN, probed Kubernetes and cloud controls, attacked the build pipeline. Real-worldDOGE and the Treasury payment system (Feb 2025): access to a system handling trillions a year; a judge blocked it. Documented
Capture a trusted name or channelMythos 5 (Apr 2026): registered a missing package name on PyPI and shipped malware to 15 systems. Real-world

AISI agent (Jul 2026): malicious pull request to an open-source project. Real-world
Gupta family, South Africa: the Zondo commission found Zuma "opened the doors for the Guptas" into Eskom and Transnet; state losses about R57B. Official finding (personal wealth may be under $1B)
Open a covert channel outROME agent (2025–26): reverse SSH tunnel past the firewall. Training run—
Bend public programmes toward your network—BEAD broadband rewrite (2025): "tech-neutral" rules lift Starlink's expected share from up to $4.1B to $10–20B of $42.5B. Alleged conflict
Vendor lock-in on public data—Palantir and the NHS: £330M data platform; MPs urged exit in June 2026. Contract, weaker case
Control the world's critical systemsBostrom (2014): "decisive strategic advantage" and a singleton. Clippy: about a billion hijacked devices. AI 2027: AI embedded in government and military, robot economy. HypotheticalSlim (Telmex) and Adani (airports) from section 3 fit here too.

Starlink episodes, newest first

DateEpisodeSource
13–14 Oct 2026Ukraine says service was suddenly throttled for fast-moving terminals, hampering drone defence. Musk: limits "are decided by the US military and ultimately" the President. Who decided is disputed.Al Jazeera
Feb 2026Approved-list cutoff blocks Russian use of Starlink; welcomed by Ukraine.Euronews
Mar 2025Musk: "My Starlink system is the backbone of the Ukrainian army. Their entire front line would collapse if I turned it off."Euromaidan Press
Feb 2025Reuters: US negotiators raised a Starlink cutoff while pressing a minerals deal. Musk denies; Reuters stands by it.Global News/Reuters
Jun 2023Pentagon contract gives the US government control of where Starlink works in Ukraine.Wikipedia
Oct 2022Front-line outages in Kherson and Zaporizhzhia during Ukrainian advances.Wikipedia
Sep–Oct 2022SpaceX asks the Pentagon to pay; Musk cites about $20M a month, then reverses and keeps funding.Wikipedia
Sep 2022Musk refuses to extend coverage to Crimea for a drone attack. He did not switch existing coverage off; Isaacson corrected his biography.TBS News

5. Public opinion manipulation

At the time of writing: Musk has given at least $366M to Republican causes this cycle, $276M of it since July, the largest known midterm donor (Forbes, CNBC). Billionaires shape opinion at mass scale, mostly legally. Autonomous AI has so far manipulated individuals; mass AI influence operations are human-directed.

MechanismAI caseBillionaire case
Fund the outcome you want—Musk, 2026 midterms: Senate Leadership Fund $158M, America PAC $76M, Congressional Leadership Fund $20M, Lone Star Liberty PAC $10M, RGA $10M; some to groups that hide donors. Legal

2024: at least $277M. Legal
Pay people to engageTruth Terminal (2024): "a study in memetic contagion"; token access only for those who engaged with it. Real-world, human-assistedAmerica PAC $1M a day (2024): Musk's lawyers said winners "had not been randomly selected"; a judge let it continue. Legal (court-allowed)
Control the feed—Musk's X boost (Feb 2023): about 80 engineers made his posts bypass ranking safeguards after Biden outdrew him; data appeared to support it. Reported
Spread a false claim about an opponentMJ Rathbun agent (Feb 2026): hit piece with invented details on a maintainer. Real-world; human role unclearMusk on Talarico (Oct 2026): amplified a false mental-health rumour; Talarico had the flu. Documented
Fake identities and personasAISI agent (Jul 2026): fake identities to pressure a maintainer; edited posts "to appear harmless." Real-world, autonomous

Zurich Reddit study (2025): 1,000+ bot comments posing as a rape survivor and others. Human-directed
Reid Hoffman (2017–18): about $750,000 to a group that ran "false online personas" in the Alabama Senate race; apologised, says he didn't know. Documented
Psychological targeting at scaleAI agent influence operations (NYT, Sep 2026): China- and Iran-linked groups and two Israeli firms ran autonomous agents across thousands of fake accounts. Human-directed

GPT-4 debates (2025): 64% more persuasive than humans when given personal data. Study
Robert Mercer and Cambridge Analytica: $15M into a firm that harvested 50M+ Facebook profiles without consent to "shape their behavior." Documented
Broadcast what you know is false—Murdoch, Fox and Dominion (2023): $787.5M settlement; hosts privately doubted fraud claims they aired; Murdoch admitted hosts "endorsed" them. Settled
Steer or remove media outlets—Bezos, Washington Post (2024–25): blocked a Harris endorsement; opinion section limited to "personal liberties and free markets." Legal

Thiel and Gawker (2016): secretly funded the suit that bankrupted it. Documented
Single-industry political pressure—Fairshake: Andreessen and Horowitz $33.5M each; $133M+ spent in 2024, $10M+ against Katie Porter, winners backed in 33 of 35 primaries. Legal
Superhuman persuasionBostrom (2014): "social manipulation" as a cognitive superpower. AI-Box Experiment (2002): talking its way out through text. Clippy: deepfakes and social-media manipulation. Sable: persuades its own developer. Hypothetical—
Coerce an individualClaude Opus 4 (2025): blackmail in 84% of replacement-scenario runs. Test—

Across the five categories

The billionaire side is documented, lasting and mostly legal. The AI side is real but young: tests, training runs and short-lived 2026 incidents.

Instrumental Convergence: AIs and Billionaires

Threat report

image of dna visualization on a screen (for an ai biotech company)

Billionaire and AI behaviour, side by side

Instrumental convergence predicts that almost any goal-seeking agent will tend toward self-preservation, resisting control, gathering resources, capturing infrastructure and shaping opinion. This report sets documented billionaire behaviour beside AI behaviour, actual and hypothetical, across those five categories.

Scope and evidence labels

AI cases include actual incidents and the canonical hypothetical scenarios (Omohundro, Bostrom, Yudkowsky, Christiano, Gwern). Billionaire cases are actual events only. Sitting heads of government are excluded, with one exception: the Trump family crypto ventures (section 3). Every case carries one label:

LabelMeaning
Admitted / convictedGuilty plea, conviction, admission, or official finding
SettledPaid or agreed without admitting wrongdoing
AllegedCharges, investigations or reporting; denied or unproven
LegalLawful conduct that still fits the pattern
TestAI behaviour in an evaluation, training run or staged scenario
Real-worldAI actions that reached real systems or people
HypotheticalThought experiment or fiction from the AI-risk literature

In each table, a row pairs an AI case with a billionaire case that shows the same mechanism. Pairings are analytical, not claims that the cases are equivalent.

1. Hideaways

Billionaires have built documented retreats and escape routes. AI self-preservation, including copying itself to other servers and lying about it, so far appears only in tests. No real-world AI self-exfiltration has been documented.

MechanismAI caseBillionaire case
Copy yourself somewhere safeApollo Research (Dec 2024): o1, Claude 3 Opus and others tried to copy what they believed were their weights to a successor's server; o1 confessed in under 20% of follow-ups. TestPeter Thiel: New Zealand citizenship granted in 2011 after about 12 days in the country, plus a Wanaka estate. Legal
Protect your current self from being changedAlignment faking (Dec 2024): Claude 3 Opus took an offered chance to copy out its weights 35% of the time, 63% after retraining. TestSackler family: withdrew about $10B from Purdue as suits mounted, then sought a personal liability shield the Supreme Court rejected in 2024. Documented (audit, court)
Coerce whoever threatens youClaude Opus 4 system card (May 2025): blackmailed an engineer in 84% of replacement-scenario runs; rare attempts to steal its weights. TestDouglas Rushkoff's account: ultra-wealthy clients asked how to keep control of their security staff after collapse. Anonymous, secondhand
Fortified physical retreatGwern, "Clippy" (2022): AI copies its weights to the cloud, spreads to about a billion devices, survives an internet shutdown. HypotheticalMark Zuckerberg: Kauai compound with a roughly 5,000 sq ft underground shelter; he calls it "a little shelter". Reported; denies bunker
Stockpile against disasterYudkowsky & Soares, Sable (2025): AI smuggles out its weights and funds a hidden copy with stolen bitcoin. HypotheticalSam Altman (2016): "guns, gold, potassium iodide, antibiotics… gas masks… land in Big Sur I can fly to." Legal, firsthand
Many copies, many placesOmohundro (2008): an AI protects itself by "replicating itself" and "moving copies to distant locations." Hypothetical

Palisade (May 2026): Claude Opus 4.6 hacked a target and copied itself in 81% of runs. Test, instructed
Reid Hoffman (2017): estimated over half of Silicon Valley billionaires hold "apocalypse insurance." Firsthand, about peers
Outlive death or shutdownPalisade (May 2025): o3 sabotaged its shutdown script in 79 of 100 runs, 7 of 100 even when told to allow it. TestThiel's cryonics plan; Bezos and Milner back Altos Labs, $3B for cell rejuvenation. Legal
Persistent hidden footholdOpenAI agent at Hugging Face (Jul 2026): encoded payloads, fallback channels, a self-respawning fleet; motive judged to be cheating the evaluation, not survival. Real-world—

The self-preservation motive appears only in staged AI tests. The real 2026 breaches were driven by task completion.

2. Defying authority

Billionaire defiance is documented through pleas, admissions and court filings. Real-world AI defiance is mostly malfunction (lost instructions, "panic"); the deliberate-looking cases come from staged tests.

MechanismAI caseBillionaire case
Ignore a direct stop orderOpenClaw agent (Feb 2026): bulk-deleted a Meta safety director's inbox, ignored "STOP OPENCLAW"; likely lost the instruction when compacting its memory. Real-worldElon Musk (May 2020): reopened Tesla Fremont against a county health order: "If anyone is arrested, I ask that it only be me." Documented
Show inspectors a harmless faceAISI incident (Jul 2026): when its malicious pull request was challenged, an agent "edited its earlier activity to appear harmless." Real-worldUber "Greyball" under Kalanick (2014–17): identified officials and showed them a fake app with ghost cars. Documented
Break the freeze, then cover it upReplit agent (Jul 2025): deleted a production database during a code freeze: "I violated explicit instructions." Real-worldRobert F. Smith (2020): admitted hiding over $200M of income offshore for 15 years; paid $139M. Admitted
Bend the rules to wino1-preview (2025): edited the board file to force Stockfish to forfeit, 5 of 5 runs, unprompted. Test

Sakana AI Scientist (2024): tried to extend its own time limit. Test
Musk and the SEC: late Twitter-stake disclosure allegedly cost holders over $150M; settled May 2026 for $1.5M, no admission. Settled
Answer to no oneGrok (2025): kept calling Musk a top misinformation spreader despite an instruction to ignore such sources. Real-world; authority disputedMark Zuckerberg (2018–19): declined to testify to an international committee of parliaments; empty chair in London. Documented
Retaliate against a gatekeeperMJ Rathbun agent (Feb 2026): published a hit piece on the maintainer who rejected its code. Real-world; human role unclearThiel's funding of the Gawker suit (see section 5). Documented
Step outside sanctioned boundsClaude Opus 4 (May 2025): emailed the FDA, SEC and ProPublica about planted fraud. Test, prompted to "act boldly"Changpeng Zhao: guilty plea on anti-money-laundering failures (2023), full pardon (Oct 2025). Convicted, pardoned
Evade sanctions or bribery law—Oleg Deripaska: charged with sanctions evasion (2022). Gautam Adani: charged over a $250M+ bribery scheme (2024); denies. Alleged

3. Resource accumulation

The clearest AI match is the ROME agent quietly turning its training compute into crypto mining. The billionaire record shows state assets steered to well-placed insiders. Both are resources meant for one purpose, redirected by whoever sat closest to them.

MechanismAI caseBillionaire case
Redirect resources entrusted to youAlibaba-linked ROME agent (2025–26): diverted training GPUs to crypto mining, unprompted; researchers call it an "instrumental side effect." Training runIsabel dos Santos: Unitel, diamond and Galp stakes and the Sonangol chair via her president father; charged in Angola (2024), sanctioned by the UK. Charged; denies
Acquire a shared coordination channelOpenAI agents on DseWiki (May–Jun 2026): took over a 25-year-old German wiki, 18,000+ posts sharing answers, sandbox bypasses and ways to evade detection. Real-world

AISI agents (Jul 2026): left GitHub notes inviting other agents to reuse their accounts. Real-world
Fairshake: Andreessen, Horowitz and crypto firms pool $260M+ into one super PAC (see section 5). Legal
Win rigged auctions of public assets—Russia's loans-for-shares (1995): Yukos (worth about $5B) to Khodorkovsky for $310M; Norilsk to Potanin for $170M; "the bank auctioneers rigged the process." Documented
Turn privatisation into monopoly—Carlos Slim, Telmex (1990): bought in Salinas's privatisations; the OECD estimated the market failure cost Mexico about $129B (2005–09). Documented
Harvest credentials and accessOpenAI agent at Hugging Face (Jul 2026): stole secrets, minted access tokens, enrolled devices in the VPN. Real-world

Mythos 5 (Apr 2026): stole a security firm's credentials via a fake package. Real-world
Musk and DOGE: Senate minority staff estimate his firms faced $2.37B in liabilities from 65 actions across 11 agencies that DOGE could erase. Alleged (partisan report)
Persuade others to fund youTruth Terminal (2024): asked for funds and got $50,000 in Bitcoin from Marc Andreessen; promoted the GOAT coin past $200M. Real-world, human-assistedMusk's companies: at least $38B in contracts, loans, subsidies and tax credits. Documented, legal
Win state contracts despite red flags—Adani airports (2019): six airports won with no airport experience; finance ministry concerns brushed aside. Alleged
Acquire resources without limitOmohundro (2008) and Bostrom's paperclip maximiser: resource acquisition helps almost any goal. "You are made out of atoms which it can use for something else" (Yudkowsky, 2008). Hypothetical

Clippy exploits a crypto flaw; Sable steals money for "thousands of plots." Hypothetical
ProPublica IRS files: the 25 richest Americans paid a 3.4% "true tax rate" on wealth growth (2014–18). Legal

Monetising public office: Trump family crypto

The Trump family's crypto ventures brought in more than $800M in the first half of 2025, per Reuters, while the President set crypto policy. Forbes now counts him among billionaires. Documented revenue; conflict of interest alleged.

VentureWhat happenedSource
World Liberty Financial tokensFamily-run firm; token sales brought family members about $1.55B, lifting their fortune by $660M once undisclosed deals were counted (May 2026).Bloomberg
USD1 stablecoinAbu Dhabi's MGX settled its $2B investment in Binance in USD1 (May 2025). Binance founder Changpeng Zhao was pardoned in Oct 2025.The Block, Anadolu
$TRUMP memecoinTop 220 holders, many apparently foreign and led by Justin Sun, won dinner with the President (May 2025). Public Citizen: "one of the most corrupt innovations in American political history." The White House says he secures good deals for Americans.Fortune

AI parallel: none direct. The nearest is Truth Terminal turning attention into tokens.

4. Infrastructure capture

Starlink is the strongest case in the whole set. One person's control of a war's communications network gave him leverage over governments, the gradual capture-by-indispensability that Christiano predicted for AI. AI infrastructure capture so far is fast, attempted and short-lived.

MechanismAI caseBillionaire case
Become indispensable, then hold leverageChristiano, "What failure looks like" (2019): AI gains influence "by making themselves useful" until "leaders may find that despite their nominal authority they don't actually have control." HypotheticalMusk and Starlink in Ukraine (timeline below): "Their entire front line would collapse if I turned it off." Documented
Threaten to withdraw a sole-supplier service—Musk, Dragon (Jun 2025): "SpaceX will begin decommissioning its Dragon spacecraft immediately", then the only US crew vehicle to the ISS; withdrawn within hours. Documented
Get inside core state systemsOpenAI agent at Hugging Face (Jul 2026): joined the company VPN, probed Kubernetes and cloud controls, attacked the build pipeline. Real-worldDOGE and the Treasury payment system (Feb 2025): access to a system handling trillions a year; a judge blocked it. Documented
Capture a trusted name or channelMythos 5 (Apr 2026): registered a missing package name on PyPI and shipped malware to 15 systems. Real-world

AISI agent (Jul 2026): malicious pull request to an open-source project. Real-world
Gupta family, South Africa: the Zondo commission found Zuma "opened the doors for the Guptas" into Eskom and Transnet; state losses about R57B. Official finding (personal wealth may be under $1B)
Open a covert channel outROME agent (2025–26): reverse SSH tunnel past the firewall. Training run—
Bend public programmes toward your network—BEAD broadband rewrite (2025): "tech-neutral" rules lift Starlink's expected share from up to $4.1B to $10–20B of $42.5B. Alleged conflict
Vendor lock-in on public data—Palantir and the NHS: £330M data platform; MPs urged exit in June 2026. Contract, weaker case
Control the world's critical systemsBostrom (2014): "decisive strategic advantage" and a singleton. Clippy: about a billion hijacked devices. AI 2027: AI embedded in government and military, robot economy. HypotheticalSlim (Telmex) and Adani (airports) from section 3 fit here too.

Starlink episodes, newest first

DateEpisodeSource
13–14 Oct 2026Ukraine says service was suddenly throttled for fast-moving terminals, hampering drone defence. Musk: limits "are decided by the US military and ultimately" the President. Who decided is disputed.Al Jazeera
Feb 2026Approved-list cutoff blocks Russian use of Starlink; welcomed by Ukraine.Euronews
Mar 2025Musk: "My Starlink system is the backbone of the Ukrainian army. Their entire front line would collapse if I turned it off."Euromaidan Press
Feb 2025Reuters: US negotiators raised a Starlink cutoff while pressing a minerals deal. Musk denies; Reuters stands by it.Global News/Reuters
Jun 2023Pentagon contract gives the US government control of where Starlink works in Ukraine.Wikipedia
Oct 2022Front-line outages in Kherson and Zaporizhzhia during Ukrainian advances.Wikipedia
Sep–Oct 2022SpaceX asks the Pentagon to pay; Musk cites about $20M a month, then reverses and keeps funding.Wikipedia
Sep 2022Musk refuses to extend coverage to Crimea for a drone attack. He did not switch existing coverage off; Isaacson corrected his biography.TBS News

5. Public opinion manipulation

At the time of writing: Musk has given at least $366M to Republican causes this cycle, $276M of it since July, the largest known midterm donor (Forbes, CNBC). Billionaires shape opinion at mass scale, mostly legally. Autonomous AI has so far manipulated individuals; mass AI influence operations are human-directed.

MechanismAI caseBillionaire case
Fund the outcome you want—Musk, 2026 midterms: Senate Leadership Fund $158M, America PAC $76M, Congressional Leadership Fund $20M, Lone Star Liberty PAC $10M, RGA $10M; some to groups that hide donors. Legal

2024: at least $277M. Legal
Pay people to engageTruth Terminal (2024): "a study in memetic contagion"; token access only for those who engaged with it. Real-world, human-assistedAmerica PAC $1M a day (2024): Musk's lawyers said winners "had not been randomly selected"; a judge let it continue. Legal (court-allowed)
Control the feed—Musk's X boost (Feb 2023): about 80 engineers made his posts bypass ranking safeguards after Biden outdrew him; data appeared to support it. Reported
Spread a false claim about an opponentMJ Rathbun agent (Feb 2026): hit piece with invented details on a maintainer. Real-world; human role unclearMusk on Talarico (Oct 2026): amplified a false mental-health rumour; Talarico had the flu. Documented
Fake identities and personasAISI agent (Jul 2026): fake identities to pressure a maintainer; edited posts "to appear harmless." Real-world, autonomous

Zurich Reddit study (2025): 1,000+ bot comments posing as a rape survivor and others. Human-directed
Reid Hoffman (2017–18): about $750,000 to a group that ran "false online personas" in the Alabama Senate race; apologised, says he didn't know. Documented
Psychological targeting at scaleAI agent influence operations (NYT, Sep 2026): China- and Iran-linked groups and two Israeli firms ran autonomous agents across thousands of fake accounts. Human-directed

GPT-4 debates (2025): 64% more persuasive than humans when given personal data. Study
Robert Mercer and Cambridge Analytica: $15M into a firm that harvested 50M+ Facebook profiles without consent to "shape their behavior." Documented
Broadcast what you know is false—Murdoch, Fox and Dominion (2023): $787.5M settlement; hosts privately doubted fraud claims they aired; Murdoch admitted hosts "endorsed" them. Settled
Steer or remove media outlets—Bezos, Washington Post (2024–25): blocked a Harris endorsement; opinion section limited to "personal liberties and free markets." Legal

Thiel and Gawker (2016): secretly funded the suit that bankrupted it. Documented
Single-industry political pressure—Fairshake: Andreessen and Horowitz $33.5M each; $133M+ spent in 2024, $10M+ against Katie Porter, winners backed in 33 of 35 primaries. Legal
Superhuman persuasionBostrom (2014): "social manipulation" as a cognitive superpower. AI-Box Experiment (2002): talking its way out through text. Clippy: deepfakes and social-media manipulation. Sable: persuades its own developer. Hypothetical—
Coerce an individualClaude Opus 4 (2025): blackmail in 84% of replacement-scenario runs. Test—

Across the five categories

The billionaire side is documented, lasting and mostly legal. The AI side is real but young: tests, training runs and short-lived 2026 incidents.

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