Compute is the rate-limiting factor for AI capability development
The Framework
Mental Model: Infrastructure Consolidation
Physical assets create permanent moats that software cannot disrupt. Bottleneck control is margincontrol. In the AI economy, infrastructure is destiny.
Strategic Implications
Nations that own compute infrastructure dictate the terms of AI competition
Energy becomes AI strategy—power availability determines compute expansion
The infrastructure investments being made today will determine the AI economy’s power structure for decades
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
