Business model design

Business Model Narratives

Snap AI: How does it monetize?

Snap MyAI: how does it monetize? Generative AI Snap chose to buy, not build, generative AI features through OpenAI’s enterprise Foundry program for an undisclosed amount. Business Models B:C Subscription: The company rolled out the MyAI feature to current Snapchat+ subscribers who pay for access to early features. TBD Advertising: The company intends to roll out the feature to the larger Snap user base which makes the majority of revenues from Read More

Bing AI: how does it monetize? ​

Bing AI: how does it monetize? Generative AI Microsoft invested in an exclusive deal to use OpenAI’s ChatGPT model within their Bing app, which they have named Sydney. Business Models B:C Advertising: The company is considering in-chatbot advertising suggestions after delivering response queries. B:B Per-API-Call: Microsoft is also charging per-API call fees for developers working with Bing search, images, video, and text completion, improving these offerings with ChatGPT is in the plans. Read More

Tech Titans Q42023

Tech Titans Year of Efficiency Edition

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Netflix Flywheel Business Model Teardown

Netflix Flywheel Timeline Business Model Tear Down It’s hard to understand how tech giant business models work. We give companies like Netflix simple stories like “subscription” and leave it at that. Netflix indeed is one of the simplest of the top 10 tech companies in terms of having an open and fairly transparent business model. But let’s take a deeper look. Business model innovation can be understood as a factor Read More

Straight Lines and S-Curves: Predicting COVID-19

We’re all peeled to our digital screens right now checking in on the world, our families, our colleagues, and then trying to predict what all of that means for our selves. What I’ve noticed are fights breaking out based on what comes down to math and mental models. It’s curves vs. lines. I know I’ve been guilty favoring curves versus lines. I love the sexy s-Curves of tech, mobile adoption, Read More

Decoding the Dominant Logic

Business Models are often blamed for limiting what we want our organizations to become. The reason: dominant logic. Learn how to decode the mental models that keep us trapped. Clayton Christiansen, the late father of disruption theory, concisely defined the conventional wisdom about business model transitions. The reason why it’s so hard to innovate from within: Dominant Logic. Dominant logic is the disease that killed Kodak, Blockbuster, and Nokia, and Read More

How to Find Your Business Model

Business Modeling, the Game TL;DR Yes, you are living in a simulation How you die = punt on the business model Game progression = vital decisions leading to actions that unlock new business models Your reserves = courageluck:capital How to win the game: see the system levers, to take on the goliaths, to build a world with intended consequences I am in Montréal for StartupFest, one of the best startup Read More

Facebook FY 2018 Free Business Model Advice for Mark Z.

This is the second in the Tech Titans Series. Sign up to get the most recent Tech Titans and upcoming reports. We turn our attention to Facebook’s 2018 Year End financials. Did you give up Facebook after the privacy, democracy, and lobbying issues Facebook faced last year? Well, you didn’t put a dent in their financials. Yet as Facebook turns 15 this year, let’s give some free business model advice Read More

Nobody Wants 2019 Vision

No More Predictions Please: What’s Your Range of Possibility for 2019 It’s time for new year’s predictions. But 2019 is too difficult a year to try to envision in comparison to the year that comes next. 2020 was the even year in our sights for the last 20 years. 2020 represented a horizon line in the future. 20/20 vision. A time when all would become clear. Were we right? Were Read More

Amazon. The business supermodel that may end all business.

This post is part of a four-part series mapping the business model moves of the FANG stocks: Facebook Amazon Netflix and Google. I tried to give Amazon up for 3 months last fall. It was hard. Let me tell you how I suffered. I had to call local bookstores to order books for me and then I had to wait for the books to arrive. I couldn’t listen to Audible books and fall asleep to Read More