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The AI Wars for the Enterprise Vault
As I’ve been arguing for the last few years, one of the defining structural elements of the AI Supercycle is the enterprise piece.
Aug 21
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Gennaro Cuofano
49
4
Google’s Second Index
I remember analyzing Palantir’s business model back in 2019–20 and finding its strategy almost counterintuitive.
Aug 19
•
Gennaro Cuofano
50
4
Grok Bot & The Fourth Moment of AI
Since the ChatGPT moment, the industry has gone through a series of inflection points that progressively moved the frontier of AI one layer up the…
Aug 18
•
Gennaro Cuofano
49
4
The AI Supercycle — The Book
For my entire personal life, I’ve been a student and lover of history.
Published on The AI Supercycle
•
Aug 16
The Dependency Audit for Enterprise AI
I’ve spent the last few years mapping the Enterprise AI ecosystem around a very simple thesis:
Aug 14
•
Gennaro Cuofano
42
4
The Enterprise AI Coordinate System
As I’ve been arguing for the past few years, Enterprise AI has become the defining force shaping this phase of AI adoption.
Aug 13
•
Gennaro Cuofano
55
2
6
The 1873 Delusion
For the last few years, I’ve been searching for useful historical analogies to make sense of what we’re living through.
Aug 12
•
Gennaro Cuofano
55
4
The Fifth AI Bottleneck
Yesterday’s announcement confirmed something I’ve been arguing for the last four years: this AI cycle is not a normal technology cycle, comparable to…
Aug 11
•
Gennaro Cuofano
58
6
The Rise of The Super Enterprise Agent
In the last couple of years, the structure of the AI market has become increasingly clear.
Aug 10
•
Gennaro Cuofano
43
4
This Week In The AI Supercycle
ByteDance Upcoming Claude Mythos Level Model, Google’s Top Talent Exodus, SpaceX-NVIDIA Partnership
Published on The AI Supercycle
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Aug 8
46:32
This Week In The AI Supercycle: ByteDance Upcoming Claude Mythos Level Model, Google’s Top Talent Exodus, SpaceX-NVIDIA Partnership
The reflex question about this moment — is the bubble bursting? — is the wrong instrument.
Aug 7
•
Gennaro Cuofano
21
3
55:55
Cloudflare Wants to Own the Agentic Web
We are rapidly moving from a web built for humans to a web increasingly built for AI agents.
Aug 7
•
Gennaro Cuofano
57
4
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