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The Open-Weight Alliance
Yesterday, NVIDIA CEO Jensen Huang shook the AI industry once again—this time not by unveiling a new GPU, but by publishing an open letter arguing that…
8 hrs ago
•
Gennaro Cuofano
42
3
The Agentic CPU Turn
Last week, I argued that TSMC has quietly become the Federal Reserve of the AI industry — that Wei’s quarterly earnings are the closest thing the sector…
Jul 24
•
Gennaro Cuofano
44
2
The TPU Trap
Google’s Innovator’s Dilemma, in the Open
Jul 24
•
Gennaro Cuofano
39
2
Google's Second Act
For nearly three decades, Google has been synonymous with consumer technology, arguably the defining company of the internet era.
Jul 23
•
Gennaro Cuofano
51
2
The Frontier AI Business Adoption Race
With Ramp Economics Lab
Published on The AI Supercycle
•
Jul 22
49:49
The State of Enterprise AI Adoption
With Ramp Economics Lab
Jul 21
•
Gennaro Cuofano
and
Ara Kharazian
27
2
49:49
TSMC & ASML: The Fed and the Mint of AI
Is The AI Bubble Popping?
Jul 21
•
Gennaro Cuofano
49
2
Frontier AI & The Kimi Delusion
Kimi K3 is a remarkable release.
Jul 20
•
Gennaro Cuofano
61
3
The Shape of The AI Economy
This Week In The Business of AI Series
Jul 19
•
Gennaro Cuofano
57
2
The Foundry Is the New Federal Reserve of AI
Once every ninety days, a chairman walks up to a podium in Taipei and delivers the closest thing the AI industry has to a Federal Reserve meeting.
Jul 18
•
Gennaro Cuofano
53
7
The State of The AI Economy with Exponential View
There is a moment in every major technology wave when the debate stops being about whether the demand is real and starts being about whether the…
Published on The AI Supercycle
•
Jul 17
1:01:38
The Regime-Agnostic Enterprise
How to Architect for Independence — and Survive Whichever AI Coalition Wins
Jul 15
•
Gennaro Cuofano
37
2
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