This Week In AI Business: DeepSeek & Geopolitics; The Transition of Meta, Tesla and Apple [Week #5-2025]
Another week, which seemed like a decade in the AI Business world. No doubt this was DeepSeek’s week. But while you’ll find countless hot takes on it, I’ll share only a slightly different angle on why DeepSeek mattered for the business world, and it has nothing to do with what you’ve heard so far, then move on.
The weekly newsletter is in the spirit of what it means to be a Business Engineer:
We always want to ask three core questions:
What’s the shape of the underlying technology that connects the value prop to its product?
What’s the shape of the underlying business that connects the value prop to its distribution?
How does the business survive in the short term while it sticks to its long-term vision via transitional business modeling market dynamics?
These non-linear analyses aim to isolate the short-term buzz and noise, find the signal, and ensure you can reconcile the short with the long term!
