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The Fourth AI Pillar
The institutional order of the United States is being reshaped.
11 hrs ago
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Gennaro Cuofano
51
4
The Harness Society
I’ve written two pieces about what it looks like to live inside a harness of agents as one person — how I got there, and what the daily texture of it…
Jun 19
•
Gennaro Cuofano
24
3
Open Source & the Bifurcated AI Frontier
A conditional bet on the bifurcated frontier — and what would break it
Jun 18
•
Gennaro Cuofano
47
3
The State of Agentic Work
We are living through an AI supercycle.
Jun 17
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Gennaro Cuofano
39
3
AI & The Dynamo Doctrine
It’s easy to lose sight of where we are in the AI Supercycle.
Jun 16
•
Gennaro Cuofano
54
5
Why I Ended Up in the Harness
A few days ago, I explained how, over the last eighteen months, the way I work has completely changed.
Jun 15
•
Gennaro Cuofano
60
3
The AI Supercycle
The Business Engineer's Toolbox
Jun 14
•
Gennaro Cuofano
55
5
My Life in the Harness
I don’t work in a chat window anymore.
Jun 13
•
Gennaro Cuofano
54
4
The Geopolitical Fencing of Frontier AI
I’ve been explaining since 2022, why AI is a sypercycle that looks way more like the semiconductor industry.
Jun 13
•
Gennaro Cuofano
33
4
The Subsidized AGI Economy
SemiAnalysis just published a sharp thread of primary research on AI subscription economics.
Jun 11
•
Gennaro Cuofano
47
3
Inside Anthropic’s Permission Layer
As we speak, something I’ve been highlighting in my AI Map, and one of the reasons I recently redrew it, is being confirmed in real time.
Jun 10
•
Gennaro Cuofano
53
2
Apple's Agent OS Bet
I’ve been emphasizing in the last year and a half how the most important transition we’ll be looking at in the next few years is the agent swallowing up…
Jun 9
•
Gennaro Cuofano
42
4
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