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A Tale of Two AI Platforms: OpenAI vs. Anthropic
Looking at the 2025 revenue projections, we're witnessing a fascinating divergence in how the two leading AI companies are approaching the market.
49 mins ago
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Gennaro Cuofano
24
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A Tale of Two AI Platforms: OpenAI vs. Anthropic
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AI Agents Will Break SaaS Pricing
The rate limits on Claude Code expose a more profound truth about AI economics: subscription pricing fundamentally breaks when applied to AI agents.
10 hrs ago
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Gennaro Cuofano
20
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AI Agents Will Break SaaS Pricing
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The Mirage of Outcome Pricing for AI Agents
AI agents are eating the web, as I’ve explained in my piece: The Agentic Web.
Aug 4
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Gennaro Cuofano
26
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The Mirage of Outcome Pricing for AI Agents
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Big Tech in the Age of AI [Strategic Report]
This massive report is only for the brave ones, who want to understand the dynamics of the AI landscape deep into each layer of the stack, based on the…
Aug 3
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Gennaro Cuofano
26
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Big Tech in the Age of AI [Strategic Report]
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This Week In AI Business: AI ≠ Web - The AI Supply Crisis [Week #31-2025]
Building on my previous analyses of the AI landscape, Claude Code's rate limit announcement illuminates a profound truth about the AI revolution: we're…
Aug 3
•
Gennaro Cuofano
21
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This Week In AI Business: AI ≠ Web - The AI Supply Crisis [Week #31-2025]
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Roblox: The AI Spatial Computing Play
In the race to build artificial general intelligence, the tech world obsesses over language models and compute clusters.
Aug 2
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Gennaro Cuofano
24
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Roblox: The AI Spatial Computing Play
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The Agentic Web Visibility Playbook
The internet has crossed a threshold that most publishers haven't fully grasped.
Aug 2
•
Gennaro Cuofano
18
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The Agentic Web Visibility Playbook
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Reddit's AI Play
Just yesterday, Reddit presented its Q2 financials for 2025.
Aug 1
•
Gennaro Cuofano
21
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Reddit's AI Play
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New Roles Emerging with AI
While headlines focus on AI displacing workers, a profound revolution in job creation is quietly reshaping the global economy.
Aug 1
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Gennaro Cuofano
23
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New Roles Emerging with AI
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July 2025
The Agentic Web
We're witnessing the end of the internet as we know it.
Jul 31
•
Gennaro Cuofano
25
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The Agentic Web
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The Microsoft-OpenAI Breakup
Microsoft and OpenAI are racing against time to defuse what insiders call the "doomsday clause" - a contractual time bomb that could sever Microsoft's…
Jul 30
•
Gennaro Cuofano
30
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The Microsoft-OpenAI Breakup
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Anthropic's Infrastructure Imperative
As I noted yesterday, Claude Code marks a pivotal moment in Anthropic’s journey — a breakthrough that’s both a major success and a growing challenge.
Jul 30
•
Gennaro Cuofano
25
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Anthropic's Infrastructure Imperative
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