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The Business Engineering Dossier Report
A 7-layer strategic analysis compressed into a single visual page.
14 hrs ago
•
Gennaro Cuofano
22
5
The Four AI Scaling Phases
For years, the AI race followed a simple formula: performance was a function of parameters, data, and compute.
23 hrs ago
•
Gennaro Cuofano
22
6
The State of AI VC
What’s happening in AI VC?
Nov 27
•
Gennaro Cuofano
32
5
The Growth Playbook in the Age of AI
When the person who invented growth hacking says the playbook needs rebuilding, you pay attention.
Nov 27
•
Gennaro Cuofano
30
5
AI & The Rare Earth Bottleneck with Ernest Scheyder
There’s a fascinating tension at the heart of AI infrastructure that most technical discussions completely miss: the more we digitize, the more we…
Nov 26
•
Gennaro Cuofano
16
4
27:28
Google & The Great AI Reversal
I’m writing this as Google is preparing, for the first time in its history, to turn upside down an assumption that has made it what it is: keep the…
Nov 25
•
Gennaro Cuofano
47
6
The Complete Playbook to AI Platform Dynamics
The rules of platform competition have fundamentally changed.
Nov 24
•
Gennaro Cuofano
30
4
This Week In AI Business: The Shape of The AI Economy [Week #47-2025]
What’s the shape of the AI market?
Nov 23
•
Gennaro Cuofano
28
4
Building the AI-Native Team
The emergence of forward-deployed engineering as the dominant go-to-market strategy in AI reveals something more profound than a staffing trend—it…
Nov 22
•
Gennaro Cuofano
40
4
AI Supply Chain Chokepoints & the New World Order
For three decades, we told ourselves a comforting story about technology: that software was eating the world, that bits would triumph over atoms, that…
Nov 21
•
Gennaro Cuofano
37
4
AI & The Collapse of SaaS-Era Organizations
The shift from SaaS to AI-native isn’t just a technology transition or a business model evolution—it’s a complete reordering of competitive advantage…
Nov 20
•
Gennaro Cuofano
35
5
From SaaS Economics to AI-Native Monetization
The architectural shift from SaaS (surfacing) to AI-native (embedding) doesn’t just change how software works—it fundamentally transforms how companies…
Nov 19
•
Gennaro Cuofano
34
5
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