Gennaro

Tech Executive and Analyst.
Founder of FourWeekMBA, The Business Engineer & The AI Supercycle

[Gennaro @fourweekmba]

This completely changed how I see the AI industry. It blew my mind. I could hardly believe it!

[Gennaro @fourweekmba]

UK growth minister: no AI slowdown. Its data centre grid queue is 73GW, 12x the 6GW forecast for 2030.

[Gennaro @fourweekmba]

The real question: can public markets tell the difference between usage growth and durable profits?

AI inference costs money per token. Every API call, every agent action = GPU time. Unlike software, marginal cost doesn't approach zero.

Full analysis:

https://t.co/G1O5EJZfO1

[Gennaro @fourweekmba]

Three companies. Three IPO filings. $3.5 trillion in combined target valuation.

The AI economy's first real test.

🧵

[Gennaro @fourweekmba]

OpenAI: $852B. Targeting Q4 2026.

Advantage: ChatGPT's consumer scale, frontier model leadership.
Risk: nonprofit restructuring, Microsoft building competing models, $6.6B in employee stock already traded on secondary.

[Gennaro @fourweekmba]

Cloudflare's 2 ways to charge AI agents: crawl hints OpenAI already pays for, and micropayments to come.

[Gennaro @fourweekmba]

China sent 64 Tbps each way over 1,007 km of hollow fiber; China Telecom ties it to computing power networks

[Gennaro @fourweekmba]

Apple's R&D jumped 32% to $45.8B as its CEO pressed Federighi to move past Siri on AI, Bloomberg reports

[Gennaro @fourweekmba]

Micron +142% in 2026, AMD +110%, Nvidia +0.08%. Amazon, Microsoft, Meta, Alphabet average +1.4%.

[Gennaro @fourweekmba]

House chairs asked Nvidia's Huang for a closed-door briefing Nov 18, a day after Nvidia's Nov 17 earnings.

[Gennaro @fourweekmba]

@BullTheoryio @Steven_Ballmer knows

[Gennaro @fourweekmba]

Insuring CoreWeave's debt costs about 8.3x Nvidia's: 1,155bp vs 139bp. Oracle sits at roughly 298bp.

[Gennaro @fourweekmba]

Anthropic's 1.7GW gas generator buy is about 4x the wind farms a China AI campus built for its own load.

[Gennaro @fourweekmba]

A Gemini menu lists 'Gemini for Google', a next-gen enterprise agent Google hasn't announced.

[Gennaro @fourweekmba]

Hyperscaler debt supply has hit $296B this year. Goldman's forecast for all of 2026 was $250B.

[Gennaro @fourweekmba]

Devin's Nov 7 CLI build lists 5 'Silicon' model tiers. Its Oct 30 build had 0. Anthropic hasn't announced it.

[Gennaro @fourweekmba]

Trump offered the White House press job to Dana White, a Meta director since 2024 paid $1.72M by Meta in 2025

[Gennaro @fourweekmba]

OpenAI targets a true automated AI researcher by March 2028. A NY lawmaker wants Congress to ban that step.

[Gennaro @fourweekmba]

$75.2B of Alphabet's SpaceX shares face short-term sale limits: 28.4% of its $265.1B cash and securities.