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This Week In The AI Supercycle: Anthropic’s Reality Check, The Capital Squeeze, & The New World Order
This has been one of the most intense weeks of the AI Supercycle, and we’ve already had plenty.
17 hrs ago
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Gennaro Cuofano
37
5
Alphabet & Microsoft on the Map of AI
On the same evening, Alphabet and Microsoft opened their books on the AI boom.
Oct 28
•
Gennaro Cuofano
53
5
Anthropic’s S-1 & The State of Frontier AI
The AI stack is the most complex technology stack I’ve ever studied.
Oct 26
•
Gennaro Cuofano
45
6
This Week In The AI Supercycle: Execution Fault Lines, Concentrated Demand, and Geopolitical Firewalls
Think of the AI build-out as one long supply chain.
Oct 24
•
Gennaro Cuofano
21
6
The Business Engineering Body of Knowledge
In 1494, a Franciscan friar named Luca Pacioli published a mathematics textbook in Venice.
Oct 21
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Gennaro Cuofano
43
4
This Week In The AI Supercycle: Physical Chokepoints, Digital Gatekeepers, and Neutral Harnesses
This week’s AI developments pointed to a common pattern: companies controlling something scarce gained bargaining power, while those dependent on it…
Oct 18
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Gennaro Cuofano
34
5
The Work Loop Canvas
Back in 2014, as I was redefining my own career, I was trying to figure out what discipline could help me abstract and compress the business world as…
Oct 14
•
Gennaro Cuofano
41
6
This Week In The Map of AI: Cheap Tokens, Expensive Consequences
This week brought AI price cuts.
Oct 11
•
Gennaro Cuofano
41
2
The Meta-Harness Wars
Since ChatGPT kicked off the current AI race, one of the most interesting developments has been the growing divergence between consumer AI and…
Oct 10
•
Gennaro Cuofano
32
3
Sovereign Engineering
How To Build Your Agnostic Enterprise AI Stack
Oct 9
•
Gennaro Cuofano
33
2
The Personal AI Agents Map
Business Engineering Deep Research
Oct 4
•
Gennaro Cuofano
38
3
Inference Engineering: The Tokenomics of AI
For almost four years, the AI Supercycle was dominated by one question: how do we build more capable models?
Oct 3
•
Gennaro Cuofano
34
4
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