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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
1
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
18
4
57:15
The Frontier AI Business Adoption Race
With Ramp Economics Lab
Jul 22
•
Gennaro Cuofano
11
2
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
20
11
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
9
2
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
17
1
3
58:41
June 2026
Apple and the Great China Unwind, with Patrick McGee
This episode was first published on The Business Engineer in November 2025.
Jun 29
•
Gennaro Cuofano
1
1
58:58
The Most Important Bottleneck of AI, with Ernest Scheyder
This episode was first published on The Business Engineer in November 2025.
Jun 26
•
Gennaro Cuofano
3
27:28
The Topology of The AI Supercycle
The Master Framework
Jun 26
•
Gennaro Cuofano
47
3
The New World Order with Neil Shearing
Why Globalization Isn’t Ending, It’s Sorting - Podcast Episode
Jun 23
•
Gennaro Cuofano
2
1
1:00:21
The AI Supercycle
Back in 2022, I introduced my first analogy for what I believed would become the defining shape of the AI revolution.
Jun 14
•
Gennaro Cuofano
42
2
5
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