Alan Shimel

The AI industry spent the past three years convincing Corporate […]

NVIDIA may guarantee the financing that allows OpenAI to buy more NVIDIA systems. Oracle is already lending OpenAI its creditworthiness. SoftBank, Japan and the U.S. government are now woven into the same Ohio megaproject. The financially weakest company in the web may be becoming the one no one can afford to let fail.

Sam Altman turned a human containment failure into evidence that OpenAI had ushered humanity into the singularity. The models are powerful, the breach is serious and the accountability questions are far more immediate than the mythology.

NVIDIA, Microsoft, Meta and OpenAI support open-weight AI—but each wants openness in someone else’s layer. The Indispensability Trap explains why.

A few days ago, NVIDIA, Microsoft, Meta, IBM, Palantir and […]

AI coding agents are not eliminating software development. They are eliminating the entry-level jobs through which the next generation learns how to become software engineers.

OpenAI and Anthropic have legitimate complaints about Chinese distillation. But restricting open models could protect their tollbooths, isolate American developers and spring the indispensability trap that was inevitable from the moment AI became essential infrastructure.

Google’s AI is consuming the open web while cutting off the traffic that sustains it. Now publishers, agencies, vendors—and even readers—must renegotiate relationships built for an internet that no longer exists.

Falling prices are destroying the scarcity of artificial intelligence while open-weight models are loosening the grip of proprietary providers. Together, those forces may determine where the lasting value in AI resides.

Courts are sanctioning attorneys for AI-generated mistakes while judges experiment with the same technology. But the larger disruption begins when people stop asking AI to assist their lawyers and start asking whether they need lawyers at all.