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January 2026
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Google's TPU AI Compute Arbitrage
Premium Analysis
 • Gennaro Cuofano
Beyond Coding: The Agentic Revolution
The agentic coding revolution isn’t just a software engineering story.
 • Gennaro Cuofano
Inside Anthropic’s AI Moat
For almost a year, since Claude Code's inception, I’ve been waiting for it to “come out from the terminal’s cage, to eat the agentic web,” well, that…
 • Gennaro Cuofano
The SaaS Value Chain Is Breaking
For two decades, enterprise software followed a linear, human-centric value chain.
 • Gennaro Cuofano
The AI Stack Wars
Amazon, Google, and Microsoft are each building complete AI stacks, but they’re placing fundamentally different bets on where value will accrue.
 • Gennaro Cuofano
The Chinese AI Market Map
This Week In Business AI [Week #6-2026]
 • Gennaro Cuofano
Qualcomm & The Inference Fabric Thesis
This week, Qualcomm reported record Q1 FY2026 revenue of $12.3 billion, and the stock dropped.
 • Gennaro Cuofano
The Career Transition Map
Many still miss the point that the AI paradigm is both automation and augmentation.
 • Gennaro Cuofano
Amazon’s Full-Stack AI Bet
Amazon is attempting something only Google has tried before: full vertical integration across the entire AI stack.
 • Gennaro Cuofano
Google: The Gravitational Center of the AI Market
Premium Analysis
 • Gennaro Cuofano
Google's AI Full-Stack Domination
Google (Alphabet) exceeded $400 billion in revenue for the first time in its history.
 • Gennaro Cuofano
The AI Shopping Market Map
Premium Analysis
 • Gennaro Cuofano
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