The Business Engineer

The Business Engineer

Share this post

The Business Engineer
The Business Engineer
The Economic Supercycle
Copy link
Facebook
Email
Notes
More

The Economic Supercycle

Gennaro Cuofano's avatar
Gennaro Cuofano
Jan 23, 2025
∙ Paid
42

Share this post

The Business Engineer
The Business Engineer
The Economic Supercycle
Copy link
Facebook
Email
Notes
More
6
Share

Change represents both a risk and an opportunity, depending on your career stage, you might be more or less risk-averse. And yet, at this stage, risk aversion might only work against you, as we’re witnessing the development of a whole new market attached to an economic paradigm; thus, you better embrace it if you still have at least a decade ahead of you in terms of career.

So, let me paint how this might play out before understanding the career choices that might make sense in this phase.

What I’m writing applies to you as much as it applies to me, so this is as much a letter to my future self as a career compass for you!

I’ll tackle this in three pieces, then put all together in a massive guide…

The AI Paradigm Shift

There is good news: we’re still in “1the 1995 moment” of AI development.

Thus, as a parallel, we haven’t even figured out yet what the “search-like” industry of the AI era would be, able to scale to the billions.

That’s existing news, as it’s an exciting time, the Wild West of AI, the Gold Rush moment.

This is still the "Aildorado moment" where whoever is selling the "picks and shovels"—the essential tools and infrastructure needed for others to participate in the rush, is the one who’s getting the most out of it.

However, the whole ecosystem is developing, and the foundational layers (hardware and AI models) that today are winners-take-all might also be commoditized in the next 20 years.

In the meantime, they might become multi-trillion-dollar companies.

Thus, the good news is this is an exciting time when we’re all still trying to figure things out.

By the same token, this also comes with a lot of instability.

Therefore, it’s worth setting the underlying structure that might drive what I’ve bubbled as an economic supercycle, not different from how the microchip transformed the entire global economy.


This is part of an Enterprise AI series of (possibly) daily short pieces to tackle many of the day-to-day challenges you might face as a professional, executive, founder, or investor in the current AI landscape.

All these pieces are freely available to you. If you find the piece isn’t enough to help, you can contact me once you join in as a Founding Member.


The Phases of the AI Paradigm

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Gennaro Cuofano
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More