The AI Supercycle

The AI Supercycle

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The Map of AI | Q2 2026
There are two possible outcomes: if the result confirms the hypothesis, then you’ve made a measurement.
Aug 28 • Gennaro Cuofano
The AI Supercycle — The Book
For my entire personal life, I’ve been a student and lover of history.
Aug 16 • Gennaro Cuofano
The AI Open Ecosystem Atlas
Most maps of open AI start with companies.
2 hrs ago • Gennaro Cuofano
The Rise of Techno-Geopolitics
I have loved history since my teens, but for most of my business life geopolitics was never really part of my analytical framework.
Sep 5 • Gennaro Cuofano
1:26:05
This Week In The AI Supercycle
ByteDance Upcoming Claude Mythos Level Model, Google’s Top Talent Exodus, SpaceX-NVIDIA Partnership
Aug 8 • Gennaro Cuofano and Joel Salinas
46:32
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?
Aug 2 • Gennaro Cuofano
1:22:06
The AI Supercycle
The AI Supercycle
The AI Supercycle, a spin-off from The Business Engineer, is out. It explores AI across geopolitics, macroeconomics, infrastructure, technology, and business, offering a framework for understanding the forces shaping the next era of intelligence.
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