As America turns 250, the country is pouring trillions into an Intelligence Grid that may prove as consequential as the railroads, the interstates and electrification itself. The open question is who it will serve.
Jennifer Harris named the symptom. Alan Shimel says the disease is bigger — AI isn’t just crowding out capital, it’s hollowing out the institutions capital used to sustain.
AI 2.0 is less about smarter models and more about economics. Satya Nadella’s comments signal a shift toward lower-cost AI, open source, enterprise control and intelligence that is affordable, trustworthy and widely deployable.
Alan reflects on Toy Story 5 and how traditional childhood imagination is being replaced by passive digital consumption, arguing that the true value of both toys and AI lies not in what they do, but in what they challenge us to create ourselves.
An analysis of OpenAI and Anthropic’s looming price war, exploring how falling inference costs will shift AI value from frontier models to applications, agents, and infrastructure.
Anthropic’s AI pause proposal raises a deeper question: can humanity cooperate to govern AI when every competitor believes it can win?
I’m writing this from Cisco Live in Las Vegas, where […]
Meta’s Hyperion project may bring hope and investment to a struggling Louisiana parish, but it also reveals how AI infrastructure is rewriting the rules of economic development, energy consumption and political influence.
Anthropic’s super PAC and OpenAI’s super PAC are spending a combined fortune fighting each other in the midterms. The policy argument underneath is real. The feud has swallowed it whole.
A proposed gigawatt-scale AI data center in a Montana town of 140 people shows why the next phase of the AI race gets won or lost on power, land and community trust, not on benchmark scores.
