Archive - The AI Supercycle

The AI Open Ecosystem Atlas

Most maps of open AI start with companies.

Sep 20 • Gennaro Cuofano

The Atlas of AI

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

Sep 12 • 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

August 2026

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

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

July 2026

This Week In The AI Supercycle

AI Escaped the Sandbox Amid the First AI Financial Meltdown

Jul 31 • Gennaro Cuofano and Joel Salinas

57:15

The Frontier AI Business Adoption Race

With Ramp Economics Lab

Jul 22 • Gennaro Cuofano

49:49

The State of The AI Economy with Exponential View

There is a moment in every major technology wave when the debate stops being about whether the demand is real and starts being about whether the…

Jul 17 • Gennaro Cuofano, Joel Salinas, and William Gildea

1:01:38

The Structure of Knowledge & How Innovation Spreads with César Hidalgo

Every real paradigm shift in economics comes down to a change of representation.

Jul 10 • Gennaro Cuofano

42:40

This Week in the AI Supercycle — The Routing Paradigm and the War for the Stack

Welcome to the first episode of this week’s AI Supercycle.

Jul 4 • Gennaro Cuofano and Joel Salinas

58:41

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