Renzo Alvau
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AI Of The Coast - Jiri Fiala
AI 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.
22 posts · contributor
Lately
The Ones Who Already Cleared It
Who Gets the Queue Repriced First
The One Line Every AI Infrastructure Checklist Is Missing
The 86% That Never Energize
You're Underwriting the Wrong Risk
The Queue Is the Product
The $2,000 Superintelligence, and the Crack It’s Pointing At
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.
The "AI Bubble" Callers: The Billionaires Talk, I Build.
AI is Quietly Gutting the Junior Job Market.
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.
Prediction 10: I Said Runaway Valuations Could Trigger a Correction, Oligopolies Would Form, and Cost-Efficiency Would Be the Survival Trait.
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