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Testing AI and its claims

Testing AI and the claims made about it: model tests, the numbers traced to their source, and the fakes.

Social card. Kicker: told someone a shocking story lately? Headline: were an old French couple really stripped by rioters? The photos were AI fakes, and I repeated them. Below: even the police report I fell back on was an unconfirmed tip read out on TV.
Essay

Were an old French couple really stripped by rioters? The photos were AI fakes, and I repeated them

25 October 2026
11 min read

I told a friend rioters had stripped an old couple at the French protests. The photos were AI fakes, and the police report I fell back on was an unconfirmed TV tip. Here's the six-step check I'll run next time.

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Social card. Kicker: seen the $5 trillion AI roll-up pitch? Headline: Is the $5 trillion AI roll-up opportunity real? McKinsey's number is a ceiling for firms that could sell, not a forecast that they will. Below: McKinsey's sentence says up to $5 trillion, for more than one million firms it calls viable candidates for sale. In 2022, the one year it splits exits by route, its estimate is that 5% of small-business exits were sales.
Essay

Is the $5 trillion AI roll-up opportunity real? McKinsey's number is a ceiling for firms that could sell, not a forecast that they will

23 October 2026
11 min read

The AI roll-up pitch says $5 trillion of American businesses will change hands by 2035, citing McKinsey. McKinsey's sentence says up to $5 trillion, for firms it calls viable candidates for sale. In 2022, the one year it splits exits by route, 5% of exits were sales.

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Social card. Headline: Told to prove an AI pilot works? Banks already have the method. Below: a challenger, a parallel run against real outcomes, monitoring after go-live, a named owner, an independent checker.
Essay

Banks already have a method for checking AI works. Four steps to steal it from their model-risk teams

20 October 2026
11 min read

Told to show an AI deployment works? Bank model-risk teams already run the test, written down by the regulator: a challenger, a parallel run against real outcomes, monitoring after go-live, a named owner, and an independent checker. Four steps to steal it, whatever business you're in.

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Social card. Headline: AI customers say yes too often. Below it: pretend shoppers predicted 52% would buy, 33% did; asked plainly, with no persona, the model predicts better.
Essay

Telling AI to act as your customers makes its answer worse: 52% of shoppers would buy, it said. Real sales: 33%.

17 October 2026
8 min read

Pre-registered tests show AI customers say yes far more often than real ones, and that asking a model to role-play predicts worse than asking it straight. I built a product on the opposite bet. What a fake customer is still good for.

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Social card. Is your AI working? Headline: The usual signs that AI is working can mislead. Below: hospitals, airports and banks already have better tests, as six steps for one process.
Essay

The usual signs that AI is working can mislead

13 October 2026
19 min read

What staff say, what bosses see and the person checking the AI's work can all tell you AI is working when it isn't. Hospitals, airports and banks already have better tests. Here they are, as six steps for one process.

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Social card. Headline: AI companies are spending billions buying accountants, IT firms and lettings agents. Below: which of their numbers anyone has checked, sorted into known, claimed, reported and not measured. Last checked 26 October 2026.
Essay

AI companies are spending billions buying firms. Here's which of their numbers anyone has checked

12 October 2026
15 min read

AI companies are buying accountants, IT firms and lettings agents, and billions are riding on it. Every number I could check, sorted into what the filings show, what the buyers say and what nobody has measured, dated 26 October 2026.

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Jev, the AI at a fiftieth of OpenAI's price: is it any good?
Video

Jev, the AI at a fiftieth of OpenAI's price: is it any good?

10 October 2026
Watch

Jev is a new AI model that costs a fiftieth of the price of OpenAI's GPT-5.4. On my first test it beat GPT-5.4 by 11 points, and I told the internet. Two days later I ran the same test again, and the win was gone.

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A card reading: Jev, the AI that can't write. It picks from answers you give it, with a probability. Cheap at volume, pointless at small scale.
Essay

Jev, the AI that can't write: where it saves money and where it's hype

8 October 2026
14 min read

What Jev is in plain English, whether it's secretly an LLM, what TypeSafe still hasn't published, and where it genuinely saves money. One independent paper sent Jev 346,009 requests for under $10. Plus five questions to decide whether it would pay for you.

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Social card. Headline: Companies worth billions are buying accountants to run them with AI. Below: what would prove it works, and who has shown it so far.
Essay

An AI company wants to buy your firm? Ask it to prove the AI works first

6 October 2026
10 min read

AI-backed companies worth billions are buying accountants and IT firms. If one calls you, here is what proof its AI works would look like, who has shown any of it, and what to ask before you sell.

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Social card. Headline: Amazon hasn't said AI did the jobs it cut. Below: its chief executive expects AI to reduce the corporate workforce in the next few years.
Essay

Amazon's 30,000 job cuts weren't proof AI is taking jobs. What its boss says is coming is closer to it

5 October 2026
11 min read

Amazon said AI was why it had to move faster, not who did the work. Its boss expects AI to shrink its corporate workforce later. Here's the record, in date order.

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Card headed 'Built to barely use water: one 200 megawatt block of the Stargate campus in Abilene, Texas.' Three rows. The builder's website: 910,000 gallons a year. The builder's own report: about 2 million gallons a year, about 20,700 litres a day, three Kansas restaurants. The power plants making its electricity, on the Texas grid average: about 6.2 million litres a day, and a water-cooled site pays this too. Footer: Crusoe 2025 impact report and web page, VanSchenkhof 2011, Li and colleagues 2025 using a World Resources Institute 2020 factor.
Essay

OpenAI's Texas data centre is built to barely use water. The power plants it runs on use 300 times more water than it does

2 October 2026
10 min read

The company building OpenAI's Stargate campus in Abilene says a 200 megawatt block uses 910,000 gallons of water a year on its website, and about 2 million in…

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Card headed 'The most quoted AI water number was withdrawn by its own authors in October 2023', with two dated quotes from the same paper: 6 April 2023, 'ChatGPT needs to drink a 500ml bottle of water for a simple conversation of roughly 20-50 questions and answers', and 25 October 2023, 'GPT-3 needs to drink (i.e., consume) a 500ml bottle of water for roughly 10-50 responses'. Footer: the first sentence is the one still quoted in 2026; source arXiv 2304.03271, versions 1 and 2.
Essay

AI water use: the bottle of water per 20 ChatGPT questions was withdrawn by its own authors in 2023. It's still quoted in 2026

29 September 2026
9 min read

The most quoted AI water number, a bottle per 20 ChatGPT questions, was withdrawn by its own authors in October 2023 and is still being repeated. Every AI…

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A card quoting Greg Isenberg: $10 million businesses, $100 million businesses. Beside it, his own guest saying to use it for routing only. The expensive queue the episode claims to unlock costs $1.29 a month on the old model for a thousand enquiries, so nothing was rationed. A narrow tool with four clear uses.
Essay

Jev is a narrow tool with four clear uses. Greg Isenberg's $10m framing is not one of them.

24 September 2026
10 min read

Greg Isenberg's episode on Jev promised $10m businesses. His own guest says use it for routing and keep it away from your money. Here is each claim against the data, and the four conditions under which the tool earns its place.

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A card reading: that chart where one AI beats another? Run it again and the winner can vanish. Mine did. Ask before you pick the tool: was it run more than once, who marked the answers, did the two really disagree?
Paper

Test an AI model before you rely on it: six mistakes I made testing Jev

23 September 2026
22 min read

One run said Jev, TypeSafe's new model, beat GPT-5.4 by 11.1 points. Five runs couldn't tell them apart. The six mistakes behind that headline, and a checklist to run before you rely on any AI comparison, mine included.

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A card reading: A cheap AI did two thirds of my filing. Same result as Claude, 63% cheaper. Jev passing unsure notes to Claude 86.7% at $0.0034 a note; Claude alone 86.7% at $0.0091 a note; keyword search with no AI 76.0%. But it kept Claude's mistakes.
Build Log

Jev, a cheap AI, did two thirds of my filing: same result as Claude, 63% cheaper

23 September 2026
12 min read

Jev, a cheap AI, handled two thirds of my filing and passed the rest to Claude. Same result as Claude alone, 63% cheaper. The catch: the hand-off isn't a check, because Claude makes the same mistakes.

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A results card reading: I said Jev beat GPT-5.4, five reruns can't tell them apart. Jev's lead over GPT-5.4 on the hard claims was 11.1 points in one run and 3.3 points averaged over five runs, which is 0.6 of one claim and not significant.
Build Log

I said Jev beat GPT-5.4. Five reruns can't tell them apart, at a fiftieth of the cost.

23 September 2026
13 min read

I published that Jev, TypeSafe's new model, beat GPT-5.4 by 11.1 points on hard fact-checks. Rerun five times, the two can't be told apart, Jev costs a fiftieth as much, and it lets more wrong claims through. Plus the five-run check.

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A results card reading: paying your AI to think longer didn't fix its mistakes. Up to 4.2x extra cost per answer for GPT-5.4, Sonnet 5 and Gemini 3.1 Pro, and no net gain on the hard claims for any of the three, one run per model.
Build Log

Paying your AI to think longer didn't fix its mistakes. It cost up to 4.2x more.

23 September 2026
14 min read

I gave three AI models room to think before answering, the fix everyone assumes will work. None got more reliable. It cost 2.4 to 4.2 times more per answer to find that out, and Jev, the cheap specialist model, still caught more of the mistakes.

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A card reading: what TypeSafe's own 0.8 auto-accept threshold buys you, and that a model's confidence threshold has to be tested at its own numbers, not a grid chosen in advance
Build Log

GPT-5.4 beats Jev on a confidence threshold, once tested at its own values.

21 September 2026
26 min read

I published a wrong finding last week: that GPT-5.4's confidence score has no usable threshold. It does, and swept over its own values it beats Jev at every…

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A results table comparing Jev with GPT-5.4, Claude Sonnet 5 and Gemini 3.1 Pro across 42 citation checks, split into an easy set and a hard set
Build Log

Jev is not an LLM. On the hard half it beat GPT-5.4, Gemini 3.1 Pro and Sonnet 5, at a fiftieth of the cost.

20 September 2026
18 min read

Jev does not generate text. You give it a question with defined answers and it hands back one of them plus a probability. On 42 citation checks it tied the…

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Social card reading: Seven papers on AI that improves itself. Two ways it goes wrong, and both are the same part. The thing doing the scoring breaks, or nothing is scoring what you just added. The one technique that works freezes its evaluator outside the loop.
Essay

AI self-improvement fails at the scorer, in every case I could check

18 September 2026
21 min read

Google shipped a working self-improvement technique four days ago. One sentence in the paper explains why it works: the evaluator is frozen and sits outside the loop. Then look at the failures. Pseudo-labels that decay, a reward that gets gamed, a detector that gets bypassed, skills nobody scored. Different systems, same broken part. And if you run AI agents, you are already running the ungoverned version of this.

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