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The Foundry Is the New Federal Reserve of AI
Once every ninety days, a chairman walks up to a podium in Taipei and delivers the closest thing the AI industry has to a Federal Reserve meeting.
6 hrs ago
•
Gennaro Cuofano
50
5
The State of The AI Economy with Exponential View
There is a moment in every major technology wave when the debate stops being about whether the demand is real and starts being about whether the…
Published on The AI Supercycle
•
Jul 17
1:01:38
The Regime-Agnostic Enterprise
How to Architect for Independence — and Survive Whichever AI Coalition Wins
Jul 15
•
Gennaro Cuofano
37
2
The Five Cs for Enterprise AI Decoupling
Following up on The Enterprise AI Tenant Boundary Doctrine.
Jul 14
•
Gennaro Cuofano
43
2
The Enterprise AI Coalitions
Yesterday, I explained and dissected to you why a coalition is forming in Enterprise AI, based on the manifesto that Microsoft’s CEO, Satya Nadella, had…
Jul 13
•
Gennaro Cuofano
47
2
The Enterprise AI Tenant Boundary Doctrine
Why Microsoft and Palantir Just Aligned on Where the AI Moat Lives Next
Jul 12
•
Gennaro Cuofano
37
4
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
2
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
3
The Business Engineer's Philosophy
Let me tell you the story of how The Business Engineer came about.
Jul 5
•
Gennaro Cuofano
38
4
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
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