AI Of The Coast
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We're Already Running the Ladder Nobody Else Will Build
The org chart is the moat. This is what's already running inside it.
Sep 14
•
Jiri "Skzites" Fiala
5
The Number That Predicts Whether You'll Keep Hiring Forever
Every checklist asks about headcount. Almost none of them ask about agents per human.
Sep 11
•
Jiri "Skzites" Fiala
8
Machines Never Sign. That Rule Is the Whole Business.
A permanent rule isn't a compliance footnote. It's the architecture that lets this business run with a skeleton crew.
Sep 9
•
Jiri "Skzites" Fiala
7
Your Org Chart Doesn't Have a Line for This
Most operating models were written for a world where headcount scales with facility count.
Sep 7
•
Jiri "Skzites" Fiala
6
The Org Chart Is the Moat, Not the Chipset
Everyone's racing for the same GPU allocations. The real moat is underneath the hardware.
Sep 4
•
Jiri "Skzites" Fiala
8
We Waste 12% of Our Power. The Industry Wastes 30%. Here's the Build.
392 GPUs, 450kW, closed-glycol cooling. Order to commissioning: 8 months. This is the receipt.
Sep 2
•
Renzo Alvau
and
Jiri "Skzites" Fiala
7
August 2026
You're Underwriting $400 Billion Against the Wrong Number
The headline capex number tells you nothing about what actually clears the queue.
Aug 31
•
Renzo Alvau
and
Jiri "Skzites" Fiala
2
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.
Aug 28
•
Jiri "Skzites" Fiala
8
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.
Aug 26
•
Jiri "Skzites" Fiala
8
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.
Aug 24
•
Jiri "Skzites" Fiala
7
1
1
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
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