The AI Supercycle

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

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October 2026

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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September 2026

The Gigawatt Economy

The State of the US AI Datacenter Buildout - Business Engineering Intelligence

Sep 22 • Gennaro Cuofano

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The AI Open Ecosystem Atlas

Most maps of open AI start with companies.

Sep 20 • Gennaro Cuofano

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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

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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

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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

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The AI Supercycle — The Book

For my entire personal life, I’ve been a student and lover of history.

Aug 16 • Gennaro Cuofano

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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

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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

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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

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