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The Business Engineer

Gennaro Cuofano, Ara Kharazian
Hundreds of paid subscribers

At the intersection of business strategy, technology, and non-linear analysis, The Business Engineer is the fruit of ten years of research into the business tech world by Gennaro Cuofano, creator of the leading business model strategy blog FourWeekMBA.

Platform
Substack
PricingFreemiumPublishesDaily
Issues827Founded5 years agoLast Issue5 days ago
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Latest Issues

Google’s Inference Cage

A couple of weeks ago, I highlighted a growing tension inside Google, one with the potential to push the company’s culture past a point of no return.

A couple of weeks ago, I highlighted a growing tension inside Google, one with the potent...

5 days ago
35
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Is SpaceX Swallowing Tesla?

This is not an earnings write-up.

This is not an earnings write-up.

5 days ago
44
Paid

Palantir's Sovereign AI Bet

I’ve been analyzing Palantir for almost a decade.

I’ve been analyzing Palantir for almost a decade. As early as 2019–2020, I argued that its land-and-expand go-to-market model, powered by forward-deployed engineers, was perfectly suited to...

6 days ago
47
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The Business Engineer's Harness

Something has quietly changed in how serious operators use AI. The single-shot prompt is over. The clever one-liner is over. The best users of these systems now build harnesses — durable structures wrapped around the model that hold context...

8 days ago
48

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?

For most of this cycle, the market has argued about a single variable: is the AI buildout justified or not? This week retired that...

8 days ago
21
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Authors

The writers behind this newsletter.

  • Gennaro Cuofano

    The Business Engineer is a deep-tech research hub, spun off from FourWeekMBA, the leading blog on business model strategy. Gennaro has 10+ years of experience as a deep tech executive and analyst.

  • Ara Kharazian

    Lead Economist at Ramp. Writing and analysis of AI, business spend, and the economy

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