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The Dependency Audit for Enterprise AI
I’ve spent the last few years mapping the Enterprise AI ecosystem around a very simple thesis:
Aug 14
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Gennaro Cuofano
42
4
The Enterprise AI Coordinate System
As I’ve been arguing for the past few years, Enterprise AI has become the defining force shaping this phase of AI adoption.
Aug 13
•
Gennaro Cuofano
53
5
The 1873 Delusion
For the last few years, I’ve been searching for useful historical analogies to make sense of what we’re living through.
Aug 12
•
Gennaro Cuofano
54
4
The Fifth AI Bottleneck
Yesterday’s announcement confirmed something I’ve been arguing for the last four years: this AI cycle is not a normal technology cycle, comparable to…
Aug 11
•
Gennaro Cuofano
58
6
The Rise of The Super Enterprise Agent
In the last couple of years, the structure of the AI market has become increasingly clear.
Aug 10
•
Gennaro Cuofano
43
4
This Week In The AI Supercycle
ByteDance Upcoming Claude Mythos Level Model, Google’s Top Talent Exodus, SpaceX-NVIDIA Partnership
Published on The AI Supercycle
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Aug 8
46:32
This Week In The AI Supercycle: ByteDance Upcoming Claude Mythos Level Model, Google’s Top Talent Exodus, SpaceX-NVIDIA Partnership
The reflex question about this moment — is the bubble bursting? — is the wrong instrument.
Aug 7
•
Gennaro Cuofano
21
3
55:55
Cloudflare Wants to Own the Agentic Web
We are rapidly moving from a web built for humans to a web increasingly built for AI agents.
Aug 7
•
Gennaro Cuofano
57
4
Google’s Inference Cage
A couple of weeks ago, I highlighted a growing tension inside Google, one with the potential to push the company’s culture past a point of no return.
Aug 6
•
Gennaro Cuofano
37
1
2
Is SpaceX Swallowing Tesla?
This is not an earnings write-up.
Aug 5
•
Gennaro Cuofano
45
3
Palantir's Sovereign AI Bet
I’ve been analyzing Palantir for almost a decade.
Aug 4
•
Gennaro Cuofano
47
3
The Business Engineer's Harness
Something has quietly changed in how serious operators use AI.
Aug 3
•
Gennaro Cuofano
48
3
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