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Meta’s $2B Context Layer Bet: Manus
Meta’s acquisition of Manus for more than $2 billion appears on the surface to be another AI startup purchase in a year filled with them.
14 hrs ago • Gennaro Cuofano
Microsoft’s Great AI Restructuring
Microsoft finds itself at an inflection point in the AI race.
15 hrs ago • Gennaro Cuofano
The Economics of a Humanoid
Premium Analysis
21 hrs ago • Gennaro Cuofano
The Economics of an AI Prompt
The AI industry atomic element is the prompt, and the tokens it generates.
Dec 29 • Gennaro Cuofano
The Business Engineer's 2025 Retrospective
This Week In Business AI [Week #52-2025]
Dec 28 • Gennaro Cuofano
The AI Acquihire Playbook
Premium Analysis
Dec 27 • Gennaro Cuofano
The M&A Map of AI
Premium Analysis
Dec 26 • Gennaro Cuofano
The Strategic Narrative Compression Framework
Over the years, as both an executive and an entrepreneur, I learned the hard way that client attention is scarce and valuable.
Dec 26 • Gennaro Cuofano
Nvidia's $20B Christmas Coup
Neutralizing the Inference Threat - Premium Analysis
Dec 25 • Gennaro Cuofano
The Death of Siloed Thinking
Value isn’t in knowing more, it’s in seeing how everything fits together.
Dec 24 • Gennaro Cuofano
The Three-Depths Mental Model
Different stakeholders need different depths of the same insight.
Dec 23 • Gennaro Cuofano
The Business Engineer’s Top 3 AI Predictions for 2026
Premium Analysis
Dec 22 • Gennaro Cuofano
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