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.
The Business Engineer
At the intersection of business strategy, technology, and non-linear analysis, The Business Engineer is the fruit of ten years of research into the business tech world by Gennaro Cuofano, creator of the leading business model strategy blog FourWeekMBA.
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Google’s Second Index
I remember analyzing Palantir’s business model back in 2019–20 and finding its strategy almost counterintuitive.
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 stack.
The Dependency Audit for Enterprise AI
I’ve spent the last few years mapping the Enterprise AI ecosystem around a very simple thesis:
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.
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.
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 the web or mobile.
The Rise of The Super Enterprise Agent
In the last couple of years, the structure of the AI market has become increasingly clear.
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.
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.
Google’s Inference Cage
A couple of weeks ago, I highlighted a growing tension inside Google, one with the potential to push the company’s culture past a point of no return.
Is SpaceX Swallowing Tesla?
This is not an earnings write-up.
Palantir's Sovereign AI Bet
I’ve been analyzing Palantir for almost a decade.
The Business Engineer's Harness
Something has quietly changed in how serious operators use AI.
The First AI Financial Meltdown
For most of this cycle, the market has argued about a single variable: is the AI buildout justified or not?
Reddit's AI Curse
Can Reddit Own Its Front Door?
Apple’s Great AI Underbuild
There is a meme going around X that says Apple is winning the AI race without even trying.
Amazon: The Everything AI Factory
For twenty years, the standard way to explain Amazon has been “two companies stapled together” — a low-margin retail machine that pays for itself, and a high-margin cloud that pays for everything else.
The South Korean AI Memory Crash
The AI supercycle is not one technology on one adoption curve.
The Microsoft’s AI Bet
Own the Junctions, Not the Infrastructure
Has Meta Overshot the AI Build?
Whatever the stock does at the open has almost nothing to do with what follows.
Has The AI Bubble Popped?
Every market correction revives the same question: “Is this the AI bubble finally popping?”
Beyond NVIDIA's Moat
The Inference Wars