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This Week In The AI Supercycle: Execution Fault Lines, Concentrated Demand, and Geopolitical Firewalls
Think of the AI build-out as one long supply chain.
 • Gennaro Cuofano
The Business Engineering Body of Knowledge
In 1494, a Franciscan friar named Luca Pacioli published a mathematics textbook in Venice.
 • Gennaro Cuofano
This Week In The AI Supercycle: Physical Chokepoints, Digital Gatekeepers, and Neutral Harnesses
This week’s AI developments pointed to a common pattern: companies controlling something scarce gained bargaining power, while those dependent on it…
 • Gennaro Cuofano
The Work Loop Canvas
Back in 2014, as I was redefining my own career, I was trying to figure out what discipline could help me abstract and compress the business world as…
 • Gennaro Cuofano
This Week In The Map of AI: Cheap Tokens, Expensive Consequences
This week brought AI price cuts.
 • Gennaro Cuofano
The Meta-Harness Wars
Since ChatGPT kicked off the current AI race, one of the most interesting developments has been the growing divergence between consumer AI and…
 • Gennaro Cuofano
Sovereign Engineering
How To Build Your Agnostic Enterprise AI Stack
 • Gennaro Cuofano
The Personal AI Agents Map
Business Engineering Deep Research
 • Gennaro Cuofano
Inference Engineering: The Tokenomics of AI
For almost four years, the AI Supercycle was dominated by one question: how do we build more capable models?
 • Gennaro Cuofano

September 2026

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