Business Model Narratives

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

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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

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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

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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,

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