AI Didn’t Steal Your Thinking. You Gave It Away
Last year I wrote that artificial intelligence, together with social […]
Articles by Alan Shimel
The Dynamo and the Token
There is a number making the rounds right now that […]
The AI Bull Case Quietly Assumes Intelligence Gets Cheap
The AI buildout is the largest infrastructure bet in history. […]
America at 250: Building the Intelligence Grid
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.
AI Isn’t Crowding Out the Economy. It’s Hollowing It Out
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.
Satya Calls For AI 2.0, Open Source Makes it Possible
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.
To Infinity and Beyond… But Don’t Leave Imagination Behind
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.
When Intelligence Becomes a Commodity
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.
What if Anthropic is Right?
Anthropic’s AI pause proposal raises a deeper question: can humanity cooperate to govern AI when every competitor believes it can win?
Pax NVIDIA: Turning the Tech Conference Circuit Into a Distribution Advantage
I’m writing this from Cisco Live in Las Vegas, where […]
