AI Of The Coast - Jiri Fiala

AI Of The Coast - Jiri Fiala

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You're Pricing the GPU. You Should Be Pricing the Month It Takes to Turn On.
GPU performance doubles every 18 months. Your build timeline doesn't move at all.
 • Jiri "Skzites" Fiala
The Ones Who Already Cleared It
86% never energize. We went from order to commissioning in 8 months. Here's the receipt.
 • Jiri "Skzites" Fiala
Who Gets the Queue Repriced First
Capacity got repriced once. It's about to happen again, and not to everyone.
 • Jiri "Skzites" Fiala
The One Line Every AI Infrastructure Checklist Is Missing
The checklist has to start before land, not after.
 • Jiri "Skzites" Fiala
The 86% That Never Energize
The failure rate is already priced into the survivors.
 • Jiri "Skzites" Fiala
You're Underwriting the Wrong Risk
The number diligence decks skip predicts failure best.
 • Jiri "Skzites" Fiala
The Queue Is the Product
Compute capacity is worthless until it clears interconnection.
 • Jiri "Skzites" Fiala
The $2,000 Superintelligence, and the Crack It’s Pointing At
A reasoning engine that runs frontier intelligence on a CPU for two grand a month would end the GPU arms race overnight...if it existed.
 • Jiri "Skzites" Fiala and Renzo Alvau
Prediction 13 Revisited: I Said Healthcare Would Pull Serious AI Investment and AI-Plus-Blockchain Would Find Real Trust Use Cases…
Healthcare delivered loudly; the blockchain-trust angle delivered quietly, reframed around AI provenance.
 • Jiri "Skzites" Fiala and Renzo Alvau
AI Of The Coast - Jiri Fiala
AI Of The Coast - Jiri Fiala
AI of the Coast gives family offices and private equity firms an early-warning edge on AI infrastructure—so they can price risk better, see value shifts sooner, and move capital before consensus does.
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AI Of The Coast - Jiri Fiala

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