The Business Engineer

The Business Engineer

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This Week In The AI Supercycle: AI Lost Its Central Banker, the Lab Oligopoly, and the Future of Open Source
This research hub, the Business Engineer, has been focusing for over a decade on dissecting the intricacies of tech business world.
 • Gennaro Cuofano
The Enterprise AI Embedding Lifecycle
Over the last decade, much of my work with The Business Engineer has involved a form of compression: taking the enormous complexity of a business and…
 • Gennaro Cuofano
The Midterms Just Exposed America's AI Weak Spot
And as affairs rock Nvidia, China is watching with deep satisfaction at the future of the AI race.
Published on The Global Gambit • 
1:12:19
This Week In The AI Supercycle: The Great Convergence of Capital, Power, and Geopolitics
We’re entering another inning of one of the most extraordinary technological races ever seen.
 • Gennaro Cuofano

October 2026

This Week In The AI Supercycle: Anthropic’s Reality Check, The Capital Squeeze, & The New World Order
This has been one of the most intense weeks of the AI Supercycle, and we’ve already had plenty.
 • Gennaro Cuofano
Alphabet & Microsoft on the Map of AI
On the same evening, Alphabet and Microsoft opened their books on the AI boom.
 • Gennaro Cuofano
Anthropic’s S-1 & The State of Frontier AI
The AI stack is the most complex technology stack I’ve ever studied.
 • Gennaro Cuofano
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
© 2026 Gennaro Cuofano · Privacy ∙ Terms ∙ Collection notice
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