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The Business Engineer

Gennaro Cuofano
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
Issues875Founded5 years agoLast Issue4 days ago
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Latest Issues

Alphabet & Microsoft on the Map of AI

On the same evening, Alphabet and Microsoft opened their books on the AI boom.

On the same evening, Alphabet and Microsoft opened their books on the AI boom. Cloud revenue was accelerating. Infrastructure spending was surging. And beneath...

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Anthropic’s S-1 & The State of Frontier AI

The AI stack is the most complex technology stack I’ve ever studied.

The AI stack is the most complex technology stack I’ve ever studied. That is why I started The AI Supercycle series: to make sense of it through different mental models,...

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This Week In The AI Supercycle: Execution Fault Lines, Concentrated Demand, and Geopolitical Firewalls

Think of the AI build-out as one long supply chain.

Think of the AI build-out as one long supply chain. At one end sit the companies that sell the inputs: electricity, memory chips, chipmaking tools, optical parts, and servers. At the othe...

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The Business Engineering Body of Knowledge

In 1494, a Franciscan friar named Luca Pacioli published a mathematics textbook in Venice.

In 1494, a Franciscan friar named Luca Pacioli published a mathematics textbook in Venice. Twenty-seven of its pages described a method Venetian mer...

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This Week In The AI Supercycle: Physical Chokepoints, Digital Gatekeepers, and Neutral Harnesses

This week’s AI developments pointed to a common pattern: companies controlling something scarce gained bargaining power, while those dependent on it faced higher costs and tighter terms.

This week’s AI developments pointed to a common patt...

15 days ago
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  • 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.

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