Artificial Confidence
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Frontier lab economics have bifurcated: tax the exit, lobby against the free
Distillation is cost optimization at home and theft abroad.
6 hrs ago
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Corey Quinn
15
1
The Model Stopped Being the Product This Week
Five "unrelated" stories, one repricing: the value in AI has moved to everything around the model, if you're paying attention. You read this newsletter…
Jul 15
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Corey Quinn
47
1
4
Artificial Confidence: They all picked September 1st
Fable came back last week, and Anthropic already moved its own leaving date once. Meanwhile GitHub, Google, and Anthropic all set their real price hike…
Jul 9
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Corey Quinn
31
1
1
June 2026
Artificial Confidence: Ask permission, not forgiveness
Anthropic shipped Fable 5 to the public; we know what happened next. OpenAI cleared GPT-5.6 with Washington before launch and got to ship. This bodes…
Jun 30
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Corey Quinn
23
Artificial Confidence: You can’t repossess a download
A government nastygram took the country’s best coding model offline for everyone. What arrived the same week isn’t a frontier replacement; it’s an…
Jun 23
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Corey Quinn
15
1
No failover for the Commerce Secretary
The US government switched off Anthropic's two best models for every customer on Friday evening. Your disaster-recovery plan has a runbook for an…
Jun 15
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Corey Quinn
25
Claude Opus / Fable / Shitpost
In April it was too dangerous to release. In June it's in your Pro subscription until the 22nd, then it isn't, then maybe it is again.
Jun 9
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Corey Quinn
41
7
2
Artificial Confidence: xAI, the Neocloud
xAI raised frontier-lab money, then used it to quietly turn into a GPU landlord, renting its Memphis data center to the two competitors out-shipping it…
Jun 9
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Corey Quinn
32
2
Artificial Confidence: GitHub Repriced the Habit it Built
GitHub evolved its billing model, and you’ll feel it soon. Everyone else annualized their best month and called it revenue.
Jun 5
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Corey Quinn
31
May 2026
Artificial Confidence: Banned by Pentagon, blessed by Pope, paid for by you
Five assumptions your AI vendor stack lost in five business days. The trade press will not be on the cc line of your Q3 invoice.
May 26
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Corey Quinn
25
3
Artificial Confidence: The Spec for the Agent-Native Cloud, and Who Might Actually Ship It
I tweeted a twelve-point spec for what an agent-native cloud actually needs to look like. Vercel volunteered. Cloudflare's engineers got to work. Here's…
May 20
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Corey Quinn
37
3
Artificial Confidence #2: The week AI labs became Palantir
Anthropic and OpenAI both stood up consulting arms this month. GitHub Copilot quietly admitted its subscription pricing never made sense. Vercel…
May 19
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Corey Quinn
44
3
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