AI Of The Coast - Jiri Fiala

AI Of The Coast - Jiri Fiala

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August 2026

You're Underwriting $400 Billion Against the Wrong Number
The headline capex number tells you nothing about what actually clears the queue.
 • Renzo Alvau and Jiri "Skzites" Fiala
The $50.44 GPU-Hour That Beats the Cheaper One
The lowest number on the page is rarely the lowest cost you'll actually pay.
 • Jiri "Skzites" Fiala
The Power-Efficiency Number Every Deck Skips, and It's the Whole Margin
30% of what you're paying for never reaches a GPU. Most decks don't even ask.
 • Jiri "Skzites" Fiala
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
© 2026 Jiri "Skzites" Fiala · Privacy ∙ Terms ∙ Collection notice
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