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The Map of AI Book
May 2026
May 29 • Gennaro Cuofano
Salesforce and The AGaaS Transition
Every business-model transition produces one company whose results you read not to understand the company, but to locate the entire category.
May 28 • Gennaro Cuofano
The AI Fog & The New Judgment Layer
Two structural shifts — AGaaS and Agent Expansion — are converging on a single conclusion: the human is being evicted from the interface and execution…
May 27 • Gennaro Cuofano
The AI Economy Workshop
May 2026
May 26 • Gennaro Cuofano
1:02:53
The Agentic Expansion Cascade
The agentic expansion theory — sandbox → tool use → computer use → convergence — is usually read as a product roadmap.
May 25 • Gennaro Cuofano
The Map of AI Redrawn
A decade ago, I started covering the intricacies of the AI ecosystem.
May 24 • Gennaro Cuofano
The Nine Layers of AI
The Map of AI Series
May 23 • Gennaro Cuofano
The FDE Motion & The Unbundling of Consulting
Management consulting has been the same shape for sixty years.
May 22 • Gennaro Cuofano
How SpaceX Is Rewriting the Map of AI
May 21 • Gennaro Cuofano
Nvidia: The AI Map Maker
NVIDIA — long described as the dominant chip vendor of the AI era — stopped being a chip company in the way that frame implies.
May 21 • Gennaro Cuofano
Google I/O 2026
The AI Gear Coupling
May 19 • Gennaro Cuofano
FDEs & The Enterprise AI Adoption Wedge
Enterprise AI has a problem that the model layer cannot solve.
May 19 • Gennaro Cuofano
© 2026 Gennaro Cuofano · Privacy ∙ Terms ∙ Collection notice
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