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 | 179 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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aiofthecoast.dcxps.comLatest Issues
You're Underwriting the Wrong Risk
Open any diligence deck in this sector and count the pages. GPU generation, financing terms, maybe a logo slide near the back. Now count how many pages are dedicated to the one variable that predicts whether the project exists at all.
Usua...
The Queue Is the Product
Everyone in this market is underwriting GPUs. Nobody’s underwriting the queue.
Here’s the number that should be on the wall of every allocator looking at AI infrastructure right now: 2,300 to 2,600 gigawatts of generation capacity is sitti...
The $2,000 Superintelligence, and the Crack It’s Pointing At
A reasoning engine that runs frontier intelligence on a CPU for two grand a month would end the GPU arms race overnight.
If it existed.
Last week somebody forwarded me a write-up of ARIA — “Artificial Recursive Intelligence Architec...
Prediction 13 Revisited: I Said Healthcare Would Pull Serious AI Investment and AI-Plus-Blockchain Would Find Real Trust Use Cases. Healthcare Roared. Crypto's AI Angle Got Quieter and Realer.
In January 2025 I closed the forecast predicting healthcare attracts significant AI investment with broad diagnostic and personalized-care adoption, while volatile crypto markets see renewed interest in AI-enhanced blockchain for authentici...
The "AI Bubble" Callers: The Billionaires Talk, I Build.
I spent last week doing something embarrassing for a man who has founded 110+ companies. I rebuilt a financial reconciliation pipeline myself, at night, with an AI agent, line by line. Not because nobody on my team could do it. Because I co...
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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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