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The AI industry generates roughly a trillion words of hype per quarter and approximately four of them are useful. Artificial Confidence exists to find those four.

This newsletter covers the AI inference industry the way someone who actually has to pay the bill would: skeptically, specifically, and with a working calculator paired with a functional brain. The filter is simple: did the bill, the API, the latency, or the availability actually change? If yes, I explain why before your CFO finds out. If no, I probably don’t care.

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Against my better judgement, there's a comments section. Use it to argue with me, with each other, or with whichever model provider just changed its pricing page for the third time this month; these days it seems to be Anthropic.