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The FDE Motion & The Unbundling of Consulting
Management consulting has been the same shape for sixty years.
May 22
•
Gennaro Cuofano
37
2
How SpaceX Is Rewriting the Map of AI
May 21
•
Gennaro Cuofano
55
3
Nvidia: The AI Map Maker
NVIDIA — long described as the dominant chip vendor of the AI era — stopped being a chip company in the way that frame implies.
May 21
•
Gennaro Cuofano
44
2
Google I/O 2026
The AI Gear Coupling
May 19
•
Gennaro Cuofano
51
4
FDEs & The Enterprise AI Adoption Wedge
Enterprise AI has a problem that the model layer cannot solve.
May 19
•
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
22
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
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