Gennaro Cuofano

A chart from Epoch AI just revealed the most important inflection point in AI infrastructure: hyperscaler capex is on trend to exceed their operating cash flow by the end of 2026. The five largest cloud companies will soon be spending more on AI infrastructure than they earn. Business Engineer the AI capex map — where […]

Anthropic just published research analyzing 400,000 Claude Code sessions. The finding that matters most: humans make 70% of planning decisions. Claude handles 80% of execution. Anthropic’s own data just validated the exact division of labor that Harness Theory describes. Business Engineer My Life in the Harness — one person, an agent swarm, a department Read

Snap launched consumer AR glasses at $2,195 — and CEO Evan Spiegel called them “the next computer.” This isn’t a gadget launch. It’s a bet on the Thin Surface thesis: the computer is becoming something you wear, not something you sit at. Snap Specs — The Hardware $2,195 Consumer price 132g Weight 51° Field of

Four days after going public at $1.77 trillion, SpaceX is spending $60 billion to acquire Cursor — the AI coding agent used by millions of developers. This isn’t a space deal. This is Musk building the harness layer of the AI stack. Business Engineer the AI value chain — a multi-layered analysis Read → The

Everyone has a narrative about AI and jobs. The panic camp says AI is destroying employment. The executive camp says don’t worry. Gartner’s data says both are wrong — and the real story is more structural than either side admits. What Actually Caused Layoffs in 2025 1H 2025 241K jobs lost 2H 2025 1.15M jobs

France’s domestic intelligence agency is replacing Palantir with French-built software. Germany already did the same. All French civil servants are getting Mistral AI. And the Prime Minister just committed €655 million to sovereign AI. The Geopolitical Fencing thesis just went from framework to government procurement. The Moves DGSI (French intelligence) → replacing Palantir with ChapsVision

Similarweb’s May 2026 data on the top 10 websites in the world just dropped. The numbers challenge almost every narrative about where the internet is heading — especially the “AI is eating everything” story. YoY Growth — Top 10 Websites (May 2026 vs May 2025) TikTok+36.03% Reddit+14.88% Instagram+14.29% Google+4.42% ChatGPT+1.33% Bing+0.26% YouTube-0.80% Facebook-1.41% X.com-4.19% WhatsApp-14.50%

First the government pulled Anthropic’s best model. Now a consumer is suing over its paid plans. A lawsuit filed in federal court alleges Anthropic oversold the usage allowances on its $100 and $200/month Claude Max plans — and the company keeps changing the limits without clear notice. Business Engineer the Permission Layer — who controls

For a decade, enterprise software moved to the cloud. Now the Fable 5 recall is reversing that gravity for AI. When a government can revoke your cloud-hosted model overnight, on-premise stops being a legacy architecture and becomes a strategic necessity. Why On-Premise Is Back The cloud value proposition was simple: someone else manages the infrastructure,

According to Bloomberg, Cohere is seeing a surge of inbound interest from organizations re-evaluating their AI providers after the US government blocked Anthropic’s Fable 5 and Mythos 5. The Fable 5 recall isn’t just hurting Anthropic — it’s reshaping the competitive landscape in real time. The Redistribution When the world’s most capable model goes dark

Everyone expected custom chips to erode Nvidia’s position. Instead, Nvidia’s share of the AI inference chip market grew from 66% to 74% in one year — while inference became the dominant AI workload. The moat is widening, not shrinking. Nvidia Inference Revenue — Quarterly Q1 2025$18B (66%) Q2 2025$22B (71%) Q3 2025$23B (68%) Q4 2025$33B

DeepSeek just closed its first funding round: $7.4 billion at a $50B+ valuation. But the deal structure is what matters — it’s unlike anything the AI industry has seen, and it tells you exactly how China plans to fence its frontier AI from the inside. The Round — $7.4 Billion $7.4B Total raised $50B+ Valuation

Claude Fable 5 just set a new record on Epoch AI’s Capabilities Index — the broadest benchmark of AI model performance. It leads GPT-5.5 Pro, GPT-5.5, GPT-5.4 Pro, Claude Opus 4.8, and every other model ever tested. And it’s been dark for four days. Epoch Capabilities Index — June 2026 Claude Fable 5~159 CURRENTLY DARK

Four days after the shutdown. Three days of talks. No resolution. According to Wired, high-level negotiations between Anthropic and White House officials wrapped without any clear path forward. Fable 5 and Mythos 5 remain dark for every user on Earth. Status: Day 4 — Still Dark June 9 Fable 5 launches — most capable model

Polymarket traders are now pricing OpenAI at 82% odds of reaching a $1 trillion valuation by year-end. The S-1 is filed. Goldman, Morgan Stanley, and JPMorgan are leading the deal. And Bloomberg estimates the combined AI IPO pipeline at $3.6 trillion — a concentration of listings markets haven’t seen since the dot-com era. Business Engineer

A 15-year-old company worth billions just killed its own name. Intercom CEO Eoghan McCabe renamed the company to Fin — after its AI agent — then sold it to Salesforce for $3.6 billion. In one move, he proved the Mutation Map right. The Numbers $3.6B Acquisition by Salesforce $100M ARR, growing 3.5x 2M+ Issues resolved