Google’s revenue model is shifting from software to capacity. Its cash flow shows the business model change first. Plus four questions for any business.
The Anthropic business model, read from its S-1: how architecture and compute economics shape the cost side, through the Four-Element Business Model.
A data centre on your soil gives no control over AI. An AI data centre business model analysis: who owns the bottlenecks, who pays, what to do instead.
AI can read proteins and cells no human could read. Most firms use it for emails. A call to imagine bigger with AI, plus an exercise for your team.
AI models are a great innovation. Using them rarely is. The three horizons show why the application, not the technology, decides the innovation.
Why do carmakers cling to broken assumptions? Data on German car boards since 2012 shows how dominant logic lives in the people at the top.
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