Pragmatic AI. Data-Driven. No Hype.

I’m Guillermo (PhD, HCI). Welcome to Pattern Matching.

Here’s what this isn’t: a hype newsletter, a marketing vehicle for any AI lab, or a doom-scroll about existential risk.

Here’s what it is: a grounded, skeptical, and data-backed analysis of the AI industry’s structural reality. I dig into compute utilization, token flows, financial earnings, infrastructure constraints, and the messy collisions between narrative and physics.

I follow the evidence, not the headlines.

Subscribe for clear-eyed takes on where the industry is really heading—without the spin.