Exec Package + Claude OS Master Skill | Business Engineer Founding Plan
FourWeekMBA x Business Engineer | Updated 2026
US export controls have created a bifurcated GPU market. Two systems, one chokepoint.
US AI Ecosystem
2024 AI Investment: $52B
GPU Compute Share: ~70%
Key Advantages: NVIDIA/AMD dominance, TSMC access priority, OpenAI/Anthropic/Google/Meta labs, hyperscaler infrastructure โ as explored in the economics of AI compute infrastructure โ , global talent
Strategic Priority: Maintain technological lead through export controls
October 2022: Advanced GPU ban (A100/H100 blocked). October 2023: Expanded controls (closed A800/H800 loophole). January 2025: AI Diffusion Rule (global GPU caps by tier)
What is Huawei Response: Ascend 910C?
vs H20 (China): 2.7x faster. Benchmark: Beats H20. Reality Check: Still 2-3 gens behind H100/B100
What is the taiwan concentration risk?
TSMC Share: 90%+ of advanced chips. Advanced Nodes: 100% concentration. If Disrupted: Global AI development halts immediately
What is DeepSeek: Efficiency as Strategy?
Training Cost: $5.6M vs $100M+. Hardware Used: 2,048 H800 GPUs. Implication: Constraints โ Innovation
What are the cascade effect: parallel ai universes?
Export controls โ China self-sufficiency push โ Two separate AI ecosystems โ Different standards, models, chips
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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