The AI Supercycle | Gennaro Cuofano

The AI Open Ecosystem Atlas

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The Atlas of AI

A version of the AI story can be told entirely through league tables.

Sep 12 • Gennaro Cuofano

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

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.

Nov 1 • Gennaro Cuofano

Anthropic’s S-1 & The State of Frontier AI

The AI stack is the most complex technology stack I’ve ever studied.

Published on The Business Engineer • Oct 26

This Week In The AI Supercycle: Fully Booked Supply, Concentrated Demand, & Geopolitical Fences

Think of the AI build-out as one long supply chain.

Oct 25 • Gennaro Cuofano

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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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