We are entering the fourth year of the AI supercycle — measured from the ChatGPT — as explored in the intelligence factory race between AI labs — moment in late 2022. The map has redrawn itself three times already. Each redrawing produced a different set of winners and a different set of losers.
And we are now at the point where the next redrawing is becoming visible — not because the technology is slowing down, but because the structural logic of where value concentrates is shifting underneath the models themselves.
My job as a Business Engineer is to sit at the intersection of three things: the shape of the technology, the dynamics of the business model, and the mental models that help us understand what comes next.
Not just the tech layer. Not just the financial layer.
