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The Structure of Knowledge & How Innovation Spreads with César Hidalgo
Every real paradigm shift in economics comes down to a change of representation.
Published on The AI Supercycle
•
Jul 10
42:40
The Rise of the Open Harness
I have been making one claim for months now, and I want to state it plainly before defending it:
Jul 9
•
Gennaro Cuofano
56
3
The Six AGaaS Moats
Every business model transition redefines what defensibility means.
Jul 7
•
Gennaro Cuofano
53
2
The Routing Paradigm for Enterprise AI
Routers — the systems that decide, query by query, which AI model answers — look like a cost-saving feature.
Jul 6
•
Gennaro Cuofano
45
2
The Business Engineer's Philosophy
Let me tell you the story of how The Business Engineer came about.
Jul 5
•
Gennaro Cuofano
37
3
This Week in the AI Supercycle — The Routing Paradigm and the War for the Stack
Welcome to the first episode of this week’s AI Supercycle.
Published on The AI Supercycle
•
Jul 4
58:41
This Week In The AI Supercycle
This Week in the AI Supercycle — The Routing Paradigm and the War for the Stack
Jul 3
•
Gennaro Cuofano
and
Joel Salinas
31
2
58:43
The Agentic Harness War
Two frontier labs published usage data within weeks of each other.
Jul 1
•
Gennaro Cuofano
55
4
The Four Intelligence Moats
The AI Durability Framework for Data Moats
Jul 1
•
Gennaro Cuofano
52
3
June 2026
The Rise of the Agentic Product Manager
Boris Cherny — Anthropic, Claude Code — posted an observation about role taxonomy that is worth taking seriously.
Jun 30
•
Gennaro Cuofano
58
3
The Harness Trilogy
Eighteen months ago, somewhere in late 2024, I started feeling the ground move.
Jun 29
•
Gennaro Cuofano
58
2
The Final Roadblock to the AI Supercycle
We are at a crossroads.
Jun 28
•
Gennaro Cuofano
37
2
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