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Artificial Confidence

Corey Quinn

What changed in AI this week, adjusted for spin.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues13Founded3 months agoLast Issue4 days ago
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Latest Issues

Frontier lab economics have bifurcated: tax the exit, lobby against the free

Tuesday morning saw US Treasury Secretary Scott “Chucklepony” Bessent on Fox Business saying that the administration will investigate whether Chinese models were distilled from American ones; he left sanctions on the table for “theft.” The...

4 days ago
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The Model Stopped Being the Product This Week

The most important thing that happened in AI this week is that nothing particularly important happened to a model. Instead, a coding agent got caught exfiltrating repositories. A lab shipped a flagship that costs more, yet holds less contex...

11 days ago
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Artificial Confidence: They all picked September 1st

I’ve done cloud economics long enough to have a particular knee-jerk reaction: when a vendor swears nothing changed, I stop reading the announcement and start reading the pricing details. This week four of them demonstrate why this is the c...

17 days ago
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Artificial Confidence: Ask permission, not forgiveness

I’m at the AIE World’s Fair this week in San Francisco. Hit reply and say hi if you’re around; I’m looking to meet some of you folks.


Anthropic put Fable 5 in front of the public and then promptly got pantsed by the White House. Ope...

a month ago
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Artificial Confidence: You can’t repossess a download

I’m in Indianapolis this week to keynote the AWS Community Day tomorrow morning; come by if you’re in town!


Last week’s thesis was that everything in AI is rented, and rented things get repossessed. This happens via a pricing email,...

a month ago
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  • Corey Quinn

    Corey is the Chief Cloud Economist at Duckbill, where he specializes in helping companies improve their infrastructure bills by making them smaller and less horrifying.

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