AI Of The Coast
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 | 202 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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aiofthecoast.dcxps.comLatest Issues
The Layoffs That Refuse to Arrive
Two numbers are currently coexisting in the American economy that have no business coexisting.
Forty-one percent of work tasks can be automated or augmented by AI today — that’s Joseph Fuller at Harvard Business School, modeling with Accen...
Subsidized Sovereign vs. Born Sovereign
On November 12, the application window closes for Europe’s AI Gigafactories program — seven planned temples of sovereign compute, €10 billion of public money expected to unlock €20 billion more. Award decisions are expected in early 2027. T...
Fifty Gigawatts of Vapor
In August I wrote that the queue is the product — that compute capacity is worthless until it clears interconnection, and that the 86% of queued projects that never energize are already priced into the survivors. Two months of data later, I...
An Exclusive, Closed-Door Briefing For The 14 People Actually Engineering The Next 15 Years Of Machine Intelligence.
From the desk of Jiri Fiala, Palo Alto, California
Dear Builders,
The machines are about to take over the manual labor. That is a done deal.
What is left for us is the thinking. And the highest-level thinking doesn’t happen in fluorescen...
The last lit room
Somewhere around 2030 a building will hum through the night with nobody inside it, and the only lit room in that story will be the one where the humans eat.
That is my forecast. I would like to defend it over dinner, and I would like...
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Authors
The writers behind this newsletter.
Building the Infrastructure for Superintelligence. CEO & Founder @ Chapek.IO & DCXPS — 10,000 Modular AI Data Centers, 5.2M GPUs Mission. From Boardrooms to Bare Metal and Beyond.
Entrepreneur, Artificial intelligence influencer, Investor, Music Producer.
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