This Week In AI Business: The Geopolitical Issue [Week #10-2025]
Last week, I argued that if we were to use the web analogy and put AI on a timeline, we’re just in the early stages of it.
I argued that if Bill Gates had been around as a business executive, he might have called the piece The AI Tidal Wave.
![This Week In AI Business: The AI Tidal Wave [Week #9-2025]](https://substackcdn.com/image/fetch/w_140,h_140,c_fill,f_webp,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb157b05f-3c58-4b77-adb1-61020823054b_520x672.jpeg)
In short, this is the 1995 of AI.
And yet, as the market has shown this week, this has probably been the worst week for the tech stocks market in decades.
Why? What’s going on?
Let me explain…
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!