Infrastructure is no longer a cost center, it’s the primary battleground for AI dominance. What we’re witnessing in 2025 isn’t just an arms race; it’s a fundamental recalibration of how technology companies compete. The companies investing hundreds of billions in compute capacity aren’t spending recklessly—they’re buying sovereignty.
The past nine months have revealed a truth that many investors and analysts missed: AI infrastructure has become the most critical strategic resource since cloud computing itself. And unlike the cloud transition, where winners emerged over a decade, the AI infrastructure wars are compressing that timeline to 24-36 months.
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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 adhering to its long-term vision through transitional business modeling and market dynamics?
These non-linear analyses aim to isolate the short-term buzz and noise, identify the signal, and ensure that the short-term and the long-term can be reconciled.