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This Week In The AI Supercycle
AI Escaped the Sandbox Amid the First AI Financial Meltdown
Published on The AI Supercycle
•
7 hrs ago
57:15
July 2026
Reddit's AI Curse
Can Reddit Own Its Front Door?
24 hrs ago
•
Gennaro Cuofano
47
2
Apple’s Great AI Underbuild
There is a meme going around X that says Apple is winning the AI race without even trying.
Jul 31
•
Gennaro Cuofano
37
2
Amazon: The Everything AI Factory
For twenty years, the standard way to explain Amazon has been “two companies stapled together” — a low-margin retail machine that pays for itself, and a…
Jul 30
•
Gennaro Cuofano
48
3
The South Korean AI Memory Crash
The AI supercycle is not one technology on one adoption curve.
Jul 30
•
Gennaro Cuofano
22
2
The Microsoft’s AI Bet
Own the Junctions, Not the Infrastructure
Jul 30
•
Gennaro Cuofano
46
3
Has Meta Overshot the AI Build?
Whatever the stock does at the open has almost nothing to do with what follows.
Jul 29
•
Gennaro Cuofano
46
4
Has The AI Bubble Popped?
Every market correction revives the same question: “Is this the AI bubble finally popping?”
Jul 29
•
Gennaro Cuofano
42
4
Beyond NVIDIA's Moat
The Inference Wars
Jul 27
•
Gennaro Cuofano
50
6
The Independence Integrator
The Agnostic FDE Playbook
Jul 26
•
Gennaro Cuofano
54
2
The Open-Weight Alliance
Yesterday, NVIDIA CEO Jensen Huang shook the AI industry once again—this time not by unveiling a new GPU, but by publishing an open letter arguing that…
Jul 25
•
Gennaro Cuofano
44
4
The Agentic CPU Turn
Last week, I argued that TSMC has quietly become the Federal Reserve of the AI industry — that Wei’s quarterly earnings are the closest thing the sector…
Jul 24
•
Gennaro Cuofano
45
2
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