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This Week in the AI Supercycle — The Routing Paradigm and the War for the Stack
Welcome to the first episode of this week’s AI Supercycle.
Published on The AI Supercycle
•
5 hrs ago
58:41
This Week In The AI Supercycle
This Week in the AI Supercycle — The Routing Paradigm and the War for the Stack
Jul 3
•
Gennaro Cuofano
and
Joel Salinas
31
2
58:43
The Agentic Harness War
Two frontier labs published usage data within weeks of each other.
Jul 1
•
Gennaro Cuofano
54
3
The Four Intelligence Moats
The AI Durability Framework for Data Moats
Jul 1
•
Gennaro Cuofano
52
3
June 2026
The Rise of the Agentic Product Manager
Boris Cherny — Anthropic, Claude Code — posted an observation about role taxonomy that is worth taking seriously.
Jun 30
•
Gennaro Cuofano
58
3
The Harness Trilogy
Eighteen months ago, somewhere in late 2024, I started feeling the ground move.
Jun 29
•
Gennaro Cuofano
58
2
The Final Roadblock to the AI Supercycle
We are at a crossroads.
Jun 28
•
Gennaro Cuofano
37
2
Eric Ries on AI, Governance & The Architecture of Trust
I sat down with Eric Ries — the architect of the Lean Startup methodology, founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author…
Jun 27
•
Gennaro Cuofano
20
5
33:40
The Topology of The AI Supercycle
The Master Framework
Published on The AI Supercycle
•
Jun 26
The CFO’s Guide to the Token Economy
In the economics of AI, I’ve explained the dynamic of the whole ecosystem at a fundamental level.
Jun 23
•
Gennaro Cuofano
61
2
The AI Supercycle
Back in 2022, I introduced my first analogy for what I believed would become the defining shape of the AI revolution.
Published on The AI Supercycle
•
Jun 22
The Builder-PM Manifesto
The 52 Theses of the Builder-PM
Jun 21
•
Gennaro Cuofano
38
3
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