The AI Market Transition [Week #11-2025]

Last week, I left you in the middle of the most significant tech earthquake of the previous decades.

I explained there what’s going on at the structural level and why AI, right now, has gotten a geopolitical meaning, but not how conventional media makes you think about it, but from a completely different angle.

You can read my perspective there.

But let’s get into the weekly!

The weekly newsletter is in the spirit of what it means to be a Business Engineer:

We always want to ask three core questions:

1. What’s the shape of the underlying technology that connects the value prop to its product?

2. What’s the shape of the underlying business that connects the value prop to its distribution?

3. 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!