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Google & The Great AI Reversal
I’m writing this as Google is preparing, for the first time in its history, to turn upside down an assumption that has made it what it is: keep the…
21 hrs ago
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Gennaro Cuofano
44
6
The Complete Playbook to AI Platform Dynamics
The rules of platform competition have fundamentally changed.
Nov 24
•
Gennaro Cuofano
30
4
This Week In AI Business: The Shape of The AI Economy [Week #47-2025]
What’s the shape of the AI market?
Nov 23
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Gennaro Cuofano
28
4
Building the AI-Native Team
The emergence of forward-deployed engineering as the dominant go-to-market strategy in AI reveals something more profound than a staffing trend—it…
Nov 22
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Gennaro Cuofano
40
4
AI Supply Chain Chokepoints & the New World Order
For three decades, we told ourselves a comforting story about technology: that software was eating the world, that bits would triumph over atoms, that…
Nov 21
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Gennaro Cuofano
37
4
AI & The Collapse of SaaS-Era Organizations
The shift from SaaS to AI-native isn’t just a technology transition or a business model evolution—it’s a complete reordering of competitive advantage…
Nov 20
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Gennaro Cuofano
35
5
From SaaS Economics to AI-Native Monetization
The architectural shift from SaaS (surfacing) to AI-native (embedding) doesn’t just change how software works—it fundamentally transforms how companies…
Nov 19
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Gennaro Cuofano
34
5
From Network Effects to Memory Networks
The classic network effect story: each additional user increases platform value for existing users.
Nov 18
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Gennaro Cuofano
37
5
The AI Memory Wars
In the attention economy, engagement metrics ruled.
Nov 17
•
Gennaro Cuofano
38
8
Go-To-Market in the Age of AI with Sean Ellis
Sean Ellis built the growth hacking playbook.
Nov 17
•
Gennaro Cuofano
17
5
35:55
This Week In AI Business: AI & The Job Market [Week #46-2025]
The headline writes itself: “AI Drives Highest October Layoffs in 22 Years.” Technology companies eliminate thousands of positions.
Nov 16
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Gennaro Cuofano
21
6
The Updated Map of AI [November 2025]
For the last three years, I’ve been tracking the AI industry via vertical integration analysis.
Nov 15
•
Gennaro Cuofano
43
6
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