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.
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.
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.
This piece was first written in December 2025, when the debate about Novo Nordisk was still framed as a race for the better molecule. It has been rewritten with the figures from the half-year report of August 4, 2026, and with a different question at its centre. The question is not whether Novo was too slow. It is whether the…
There is a debate raging across Germany and much of Europe about how cars should be powered in the future. Battery-electric. Hydrogen. eFuels. HVO100. The framing is almost always the same: which technology is best? Which one is cleanest, most convenient, most German? The word you hear most often is Technologieoffenheit – technology-openness, the noble-sounding demand that we keep all…
In 2022, the quick-commerce business model looked unstoppable. Gorillas had turned “groceries in ten minutes” into a cultural signal and a venture-capital magnet. Its Turkish rival Getir was valued at twelve billion dollars. Four years later Getir sold what was left of its delivery business to Uber for $335 million – a ninety-seven-percent collapse. Along the way it had already…
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