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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
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Gennaro Cuofano
36
6
Microsoft’s Great AI Restructuring
Microsoft finds itself at an inflection point in the AI race.
15 hrs ago
•
Gennaro Cuofano
42
5
The Economics of a Humanoid
Premium Analysis
21 hrs ago
•
Gennaro Cuofano
17
4
The Economics of an AI Prompt
The AI industry atomic element is the prompt, and the tokens it generates.
Dec 29
•
Gennaro Cuofano
23
5
The Business Engineer's 2025 Retrospective
This Week In Business AI [Week #52-2025]
Dec 28
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Gennaro Cuofano
27
6
The AI Acquihire Playbook
Premium Analysis
Dec 27
•
Gennaro Cuofano
32
7
The M&A Map of AI
Premium Analysis
Dec 26
•
Gennaro Cuofano
37
7
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
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Gennaro Cuofano
26
6
Nvidia's $20B Christmas Coup
Neutralizing the Inference Threat - Premium Analysis
Dec 25
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Gennaro Cuofano
33
9
The Death of Siloed Thinking
Value isn’t in knowing more, it’s in seeing how everything fits together.
Dec 24
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Gennaro Cuofano
33
6
The Three-Depths Mental Model
Different stakeholders need different depths of the same insight.
Dec 23
•
Gennaro Cuofano
29
3
6
The Business Engineer’s Top 3 AI Predictions for 2026
Premium Analysis
Dec 22
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Gennaro Cuofano
27
6
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