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Business model design

Business Model Narratives

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

Alphabet: Has Google Solved the Big Company Growth Trap?

This is the third in our series on FANG company business model narratives, including Facebook and Netflix (check next week for Amazon). Typically, when companies get big, extremely mega big, $100 BN revenues big, they start to slow down. Google is not slowing down. Companies built on technology follow an S curve of growth. At the start of the curve, adoption is slow and development costs are high. At the inflection point of growth, Read More

The Facebook Narrative: Advertising to the Max

Is there any room for business model diversification? Yesterday Facebook announced a re-org of their management team to improve communication and put more accountability for privacy decisions. But the company also needed a reorg to deal with the growing complexity of their business. We all thought we understood Facebook’s advertising business model until it started to reveal itself to us following the Cambridge Analytica scandal. Look under the hood at Read More

The Netflix Narrative: Subscription Superstar

Swerving and pivoting a business model story for customer joy and massive shareholder value  Thinking of a switch to a subscription model? We have much to learn from the swerves and pivots of today’s leading subscription company: Netflix. Of the top 5 tech companies, only Netflix depends entirely on a subscription revenue model for success, keeping it free and clear from impending regulatory threats for data usage with advertisers. “NFLX Read More