Alan Shimel

Explore how the eight-layer AI stack is reshaping vendor strategy, enterprise lock-in and where lasting economic value will emerge.

Opposition to nearby AI data centers has risen from 42% […]

Mira Murati did something unusual when Thinking Machines Lab released […]

OpenAI’s screenless AI companion threatens more than the HomePod or Siri. It could push Apple beneath the customer relationship, leaving it as the indispensable hardware supporting someone else’s intelligence.

Predictions that AI would trigger massive job losses have not materialized among small businesses. The evidence instead shows owners using affordable tools to eliminate administrative work, expand capacity and help employees concentrate on what humans do best.

New York’s data-center moratorium is the latest and most visible sign of a national backlash against the infrastructure powering AI. America wants to win the intelligence race, but it has yet to decide who pays for the power, water and communities required to run it.

Alan’s assessment captures an important change in the AI market. The frontier is no longer advancing only through better answers. The leading models are becoming more capable of sustained, tool-enabled work. That creates significant opportunities for enterprises—and raises the importance of governance, permissions and human oversight.

Welcome to Judge Shimmy’s Silicon Valley Smackdown, the only courtroom […]

Anthropic, Google and SpaceX have all protected themselves with flexible agreements governing hundreds of thousands of GPUs. Boxtown, the historic Memphis community living beside the Colossus AI complex, has no comparable exit clause. Alan Shimel examines who controls the infrastructure, who captures its value and what the host community receives in return.

Decades ago, sitting in an undergraduate political theory seminar, I […]