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This Week In AI Business: The $200 Billion Catch-Up [Week #36-2025]
In the previous weekly issue, I covered the structural reality that underlies the current “AI Bubble” (characterized by a period of aggressive expansion…
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Gennaro Cuofano
Structural Reality Framework
Most strategic analysis starts from the wrong place. We begin by examining market dynamics, competitive positioning, and technological capabilities…
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Gennaro Cuofano
AI Market Divergence: The Great Split
The AI market is experiencing a fundamental bifurcation that was both predictable and inevitable.
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Gennaro Cuofano
The Last Mile Problem for Robotics
The robotics industry stands at a critical inflection point.
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Gennaro Cuofano
Is Vibe Coding Becoming Production Coding?
A few months ago, in “debugging the vibes,” I explained how vibe coding was reaching the MVP production stage, when just a couple of years ago, you…
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Gennaro Cuofano
The AI Practical Playbook
I published a comprehensive, practical guide on how to navigate the plethora of AI tools available, helping you build intelligent workflows and…
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Gennaro Cuofano
Uncovering the Real Forces Behind Decisions
Every major decision in markets, politics, and business operates on three levels simultaneously, but only one matters. The public gets carefully crafted…
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Gennaro Cuofano

August 2025

This Week In AI Business: AI Technology Bubble Analysis [Week #35-2025]
For people like me working in tech, we believe technology is everything and that it drives change from the inside out.
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Gennaro Cuofano
The Domain Expert's Guide to AI
The evolution of transformative technology reveals a profound shift in how industries get disrupted.
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Gennaro Cuofano
As AI Spreads Wide, Humans Go Deep
We're witnessing a fundamental shift in the distribution of intelligence.
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Gennaro Cuofano
NVIDIA & The State of AI
NVIDIA's second-quarter 2025 results offer an unprecedented window into the current state of artificial intelligence development.
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Gennaro Cuofano
Key Architectural Patterns for Agentic AI
The transformation from a human-centric internet to an agent-driven ecosystem requires fundamentally new architectural patterns.
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Gennaro Cuofano
© 2025 Gennaro Cuofano
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