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01:20
2026-07-29
artificialconfidence.com
artificial-intelligence

Reading the tea leaves: 2026 predictions

The marginal cost of AI inference will approach zero as open models rival frontier models, reshaping the business models of labs like OpenAI and Anthropic toward low-margin inference sales, according …

14:20
2026-07-15
artificialconfidence.com
artificial-intelligence

The Model Stopped Being the Product This Week

The value in AI has shifted from models to the inputs around them—training data, environments, and inference capacity—as model capability commoditizes rapidly, according to an industry analyst. This w…

01:55
2026-07-09
artificialconfidence.com
artificial-intelligence

Artificial Confidence: They all picked September first

Anthropic, GitHub, and Google all scheduled price increases for September 1st, with Anthropic raising Sonnet 5 prices after an introductory period and redeploying Fable 5 under tighter safety classifi…

14:31
2026-06-30
artificialconfidence.com
artificial-intelligence

Artificial Confidence: Ask permission, not forgiveness

Anthropic's Fable 5 model remains unavailable to the public after a White House backlash, while OpenAI pre-cleared GPT-5.6 with Washington before launching it to trusted partners. The contrasting outc…

15:12
2026-06-23
artificialconfidence.com
artificial-intelligence

Artificial Confidence: You can’t repossess a download

Three open-weight coding models launched in the week after the US Commerce Department pulled Fable 5 and Mythos 5 offline, including Zhipu's GLM 5.2, Moonshot's Kimi K2.7-Code, and Cohere's North Mini…

14:47
2026-06-15
artificialconfidence.com
artificial-intelligence

No failover for the Commerce Secretary

The US Commerce Department ordered Anthropic to suspend access to its two best AI models, Fable 5 and Mythos 5, for foreign nationals, citing national security concerns over a jailbreak vulnerability.…

21:45
2026-06-09
artificialconfidence.com
artificial-intelligence

Claude Opus / Fable / Shitpost

Anthropic released Claude Fable 5, the same underlying model as the previously withheld Mythos, to Pro subscribers on June 22, 2025, at double the price of Opus 4.8. The model includes classifiers tha…

16:18
2026-06-09
artificialconfidence.com
ai-infrastructure

Artificial Confidence: xAI, the Neocloud

XAI raised billions to build AI models but now rents its Memphis data center to competitors Anthropic and Google, generating $26 billion annually. Apple admitted it cannot run its own AI assistant and…