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.
3 hrs ago
•
Jiri "Skzites" Fiala
7
The Ones Who Already Cleared It
86% never energize. We went from order to commissioning in 8 months. Here's the receipt.
Aug 21
•
Jiri "Skzites" Fiala
6
Who Gets the Queue Repriced First
Capacity got repriced once. It's about to happen again, and not to everyone.
Aug 19
•
Jiri "Skzites" Fiala
9
The One Line Every AI Infrastructure Checklist Is Missing
The checklist has to start before land, not after.
Aug 17
•
Jiri "Skzites" Fiala
15
1
The 86% That Never Energize
The failure rate is already priced into the survivors.
Aug 14
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Jiri "Skzites" Fiala
10
You're Underwriting the Wrong Risk
The number diligence decks skip predicts failure best.
Aug 12
•
Jiri "Skzites" Fiala
9
The Queue Is the Product
Compute capacity is worthless until it clears interconnection.
Aug 10
•
Jiri "Skzites" Fiala
10
July 2026
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.
Jul 20
•
Jiri "Skzites" Fiala
and
Renzo Alvau
20
2
1
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.
Jul 13
•
Jiri "Skzites" Fiala
and
Renzo Alvau
15
The "AI Bubble" Callers: The Billionaires Talk, I Build.
If AI is a bubble, it's the first bubble in history where the skeptics hold the opinions and the believers hold the keyboards.
Jul 6
•
Jiri "Skzites" Fiala
21
3
1
AI is Quietly Gutting the Junior Job Market.
The automation arrived on schedule. The human cost is the story I have to tell honestly.
Jul 2
•
Jiri "Skzites" Fiala
and
Renzo Alvau
15
June 2026
Prediction 11 Revisited: I Said AI Video Would Power VOD and Corporate Comms While Humans Kept Strategy. Veo and Sora Became Enterprise…
By 2026, AI video is enterprise marketing infrastructure — and the spectacular failure of Sora's consumer app validated the 'humans keep strategy…
Jun 29
•
Jiri "Skzites" Fiala
and
Renzo Alvau
14
1
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