The same force that kills one layer of software makes another layer structurally more valuable. Every AI agent that replaces a human still needsdata infrastructure โ as explored in the economics of AI compute infrastructure โ to query, security to authenticate, observability to monitor, identity to authorize, and compliance to audit.
18 companies mapped across 5 expansion categories, driven by 4 compounding loops. Destruction is linear. Expansion is multiplicative.
FourWeekMBA ยท The Business Engineer ยท February 2026
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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