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 | 188 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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aiofthecoast.dcxps.comLatest Issues
We Waste 12% of Our Power. The Industry Wastes 30%. Here's the Build.
Every piece in this series has made the same argument from a different angle: the sticker price, the capex headline, the GPU generation, none of it matters if the build doesn’t clear on time, at the efficiency the model assumed. This piece...
You're Underwriting $400 Billion Against the Wrong Number
The top four hyperscalers spent roughly $350 billion on capex in 2025. That number is heading toward roughly $400 billion in 2026. Every allocator watching this space has that figure memorized, because it’s the headline number, the one that...
The $50.44 GPU-Hour That Beats the Cheaper One
Somewhere in this market right now, someone is choosing a GPU-hour rate purely because it’s the lowest number on the page. That’s the wrong variable to optimize, and it’s costing them more than the discount is worth.
Here’s the counterintu...
The Power-Efficiency Number Every Deck Skips, and It's the Whole Margin
PUE, power usage effectiveness, is the ratio of total facility power to the power actually reaching the compute. A PUE of 1.3 means 30% of everything you’re paying for goes to cooling, distribution, and overhead before a single GPU cycle ha...
You're Pricing the GPU. You Should Be Pricing the Month It Takes to Turn On.
Two AI infrastructure deals can have the exact same GPU count, the exact same chip generation, and produce wildly different returns, for a reason that never shows up on the spec sheet: how long it takes to go from signed order to a running...
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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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