AI Of The Coast - Jiri Fiala
Jiri "Skzites" Fiala, Renzo AlvauAI 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.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 173 | Founded | 3 years ago | Last Issue | 6 days ago |
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AI is Quietly Gutting the Junior Job Market.
This prediction and prediction 5 are two halves of the same uncomfortable truth, so I'll connect them here.
Prediction twelve: as the hype matures into pragmatic deployment, AI automates up to 90% of certain job tasks — entry-level codin...
Prediction 11 Revisited: I Said AI Video Would Power VOD and Corporate Comms While Humans Kept Strategy. Veo and Sora Became Enterprise Plumbing — and Sora's Consumer App Died Proving My Caveat.
This prediction has a bonus feature: the way it failed in one place proved the part I got right in another.
Prediction eleven: VOD services harness AI for scriptwriting and animated character design; enterprises adopt AI agents for ti...
Prediction 10: I Said Runaway Valuations Could Trigger a Correction, Oligopolies Would Form, and Cost-Efficiency Would Be the Survival Trait.
I predicted a market correction. It hasn't fully arrived. So how do I grade a prediction whose payoff is still pending? Honestly: by showing you that every precondition I named is now in place, and letting you judge the timing for yourself....
Prediction 9 Revisited: I Said Energy Would Become AI's Binding Constraint and Compute Would Decentralize Toward Power. It Did. I Bet My Company On It.
Of all thirteen predictions I made in January 2025, this is the one I didn't just write down. I reorganized my company around it.
Full disclosure before I grade myself: this prediction became the thesis of everything I now build and write....
Prediction 8 Revisited: I Said the Transformer Era Would Hit Architectural Fatigue and New Architectures Would Rise. The Fatigue Came. The Transformer Didn't Die.
This is my most genuinely mixed result, so I'll resist the urge to spin it.
Prediction eight: as global labs converge on similar large-language-model architectures, the competitive advantage of any one organization diminishes, and the fiel...
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Authors
The writers behind this newsletter.
Managing Partner VC Fund 2.0 | Family Office | CxO | Technology Polymath | Entrepreneur twitter.com/Skzites Talks about #defi, #startups, #blockchain, #venturecapital, and #productinnovation
Entrepreneur, Artificial intelligence influencer, Investor, Music Producer.
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