For the past two years, the enterprisesoftware world has been asking: which AI company will win? The better question โ the more structurally interesting one โ is: which companies were accidentally built for the AI era before they knew it was coming?
In the last few days, Iโve given you a view of where this is going next, and itโs not just a passing change; itโs structural.
Snowflake is the clearest answer in enterprise infrastructure โ as explored in the economics of AI compute infrastructure โ . Not because it out-competed anyone on AI. Not because it saw the agentic wave coming.
But because the mechanics of its businessmodel โ consumption pricing, data gravity, cross-cloud neutrality, governance-first architecture โ happen to be exactly what the AI era requires.
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Gennaro Cuofano is a CRO and tech executive who has worked in AI since late 2015, starting with bringing NLP, natural-language generation, voice and chatbot products to the marketing industry. His background is in law and finance: he holds a Master's degree in Law and an International MBA with an emphasis on corporate finance (LUISS Business School and the University of San Diego, 2012), and worked as a financial analyst at a real-estate investment firm in San Diego and as an assistant controller. His work focuses on business model strategy, business engineering and, more broadly, structural analysis: how companies make money, read from their own filings. He created FourWeekMBA and leads research there and at The Business Engineer, his newsletter on AI and business strategy, with over 95,000 subscribers and more than 1,000 published analyses. His writing has also appeared on Entrepreneur (for example, How to Digitize a Family Business in Europe) and HackerNoon. Find him on LinkedIn and Substack. See how we source.
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