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This Week In AI Business: Even if Google Search will Die, Alphabet will Thrive [Week #17-2025]
Google search remains, at the same time, one of the most interesting businesses ever created, and yet also one of the most challenged ones at the…
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Gennaro Cuofano
The Hierarchy of Technology Adoption
In technology supercycles, I’ve explained how only a few technologies can trigger an economic supercycle or a prolonged period of economic…
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Gennaro Cuofano
The Technology Supercycle
In the AI Supercycle, I’ve covered how this technological moment looks vastly different from what the web has been, and it might work out, way more, as…
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Gennaro Cuofano
AI Business Model Evolution
I’ve explained how we’re only at the “CapEx phase of AI adoption” so far.
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Gennaro Cuofano
The Power of Misaligned Tactics
A key element of any successful strategy is prioritizing the tactics that make sense for the specific, short-term context.
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Gennaro Cuofano
The AI Competitive Landscape Evolution
The competitive landscape for artificial intelligence is undergoing a profound transformation as the industry shifts from its capital expenditure…
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Gennaro Cuofano
This Week In AI Business: AI, From CapEx to OpEx [Week #16-2025]
With all the buzz in AI, and the assumption that we’re getting closer to mass adoption, in reality, we’re only at the start of a journey, where AI…
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Gennaro Cuofano
The Negotiation Leverage Matrix
This is the era of “the art of the deal,” and the issue with that is that it creates the assumption that if I win big, you will lose big.
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Gennaro Cuofano
AI & The Evolution of Online Media
For over two decades, the internet's publishing economy has operated on a simple premise: create content that ranks well in search engines, attract…
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Gennaro Cuofano
AI Compute Market Map: A Practical Guide
In the AI Computing Paradigms, I’ve shared how each scaling paradigm, which drives the industry forward, has specific computing requirements.
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Gennaro Cuofano
AI Is Eating Google Search
The internet's information ecosystem is undergoing a fundamental restructuring.
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Gennaro Cuofano
The Three AI Computing Paradigms
Today’s AI industry is getting shaped by three underlying scaling paradigms.
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Gennaro Cuofano
© 2025 Gennaro Cuofano
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