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Google I/O 2026
The AI Gear Coupling
6 hrs ago
•
Gennaro Cuofano
44
3
FDEs & The Enterprise AI Adoption Wedge
Enterprise AI has a problem that the model layer cannot solve.
24 hrs ago
•
Gennaro Cuofano
51
3
AGaaS: The Five Architectural Primitives
The Defensibility Map Series
May 18
•
Gennaro Cuofano
43
3
The Business Engineer Agent
There’s a question I’ve been asking myself for years: how do you scale a mind?
May 17
•
Gennaro Cuofano
21
2
14:10
The Defensibility Map: From SaaS to AGaaS
The Defensibility Map Series
May 17
•
Gennaro Cuofano
50
3
The AGaaS Race
The Defensibility Map Series
May 16
•
Gennaro Cuofano
39
2
Build Something Agents Want
Paul Graham’s line — build something people want — was the operating instruction for two decades of product management.
May 13
•
Gennaro Cuofano
57
4
Tokenomics: The Economics of AI
Every conversation about AI in 2026 — capex, capacity, jobs, geopolitics, valuations, margins — eventually collapses to the same atomic unit.
May 12
•
Gennaro Cuofano
50
3
SpaceX: The AI Orbital Hyperscaler
The AI Capex Map Series
May 11
•
Gennaro Cuofano
49
3
The Rise of The Agent's Reward Designer
The old PM was a user-cognition engineer; the new PM is an incentive architect.
May 11
•
Gennaro Cuofano
44
3
The AI Capex Map & The State of AI Hyperscalers
The May 2026 Edition
May 10
•
Gennaro Cuofano
51
5
The AI Memory Tax & the Bifurcation of AI Scaling Laws
The AI Map Series
May 9
•
Gennaro Cuofano
48
3
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