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Apple’s AI Three-Front War
Apple is navigating the most complex strategic moment in its history.
20 hrs ago
•
Gennaro Cuofano
50
Meta's Superintelligence Gambit
Meta’s Q3 2025 results reveal a company at an inflection point, aggressively front-loading massive AI infrastructure investments while maintaining…
Nov 3
•
Gennaro Cuofano
33
This Week In AI Business: The Strategic Map of AI [Week #44-2025]
Infrastructure is no longer a cost center, it’s the primary battleground for AI dominance. What we’re witnessing in 2025 isn’t just an arms race; it’s a…
Nov 2
•
Gennaro Cuofano
38
Alphabet’s (Google) AI Empire: From Chips to Agents
Alphabet is simultaneously defending and reinventing its core Search business, accelerating its infrastructure advantage through custom silicon, and…
Nov 1
•
Gennaro Cuofano
37
4
The AI Interface Wars
Three Competing Visions for the AI Interface
Nov 1
•
Gennaro Cuofano
43
October 2025
The Emergence of Machine Aesthetics
What AI Agents Will Find "Cool"
Oct 31
•
Gennaro Cuofano
35
The Architecture of Digital Power
When Steve Jobs revealed the iPhone in January 2007, he envisioned a closed system.
Oct 30
•
Gennaro Cuofano
33
The Three Layers of Machine Aesthetics
Current AI systems already demonstrate “taste” through recommendation algorithms.
Oct 29
•
Gennaro Cuofano
42
Microsoft & OpenAI Defused A Trillion Dollar Time Bomb
You might be familiar with this image.
Oct 28
•
Gennaro Cuofano
37
Advertising in the Age of Agents
For decades, advertising operated on a fundamental assumption: humans would encounter brands through visual interruption.
Oct 28
•
Gennaro Cuofano
36
Defending the Google's Kingdom
In the last almost three years, since ChatGPT, I’ve been pointing out the threat it represented to the classic Google Search model.
Oct 27
•
Gennaro Cuofano
25
This Week In AI Business: Beyond The AI Bubble [Week #43-2025]
The comparison between today’s AI revolution and the late-1990s dot-com bubble has become ubiquitous in business discourse.
Oct 26
•
Gennaro Cuofano
21
56:27
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