Anthropic’s Business Model: Can It Become the Dominant AI Business Model?
Can Anthropic’s business model become the dominant AI business model? Strong scale, contested network effects and economies of self-improvement.
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Google’s Revenue Model Is Changing: What the Cash Flow Reveals About a Business Model
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.
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Anthropic’s Business Model: What the S-1 Finally Reveals
The Anthropic business model, read from its S-1: how architecture and compute economics shape the cost side, through the Four-Element Business Model.
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Data Centres Are Not AI Sovereignty: Why Control Depends on the 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.
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Your Business Model Runs on Assumptions You Stopped Seeing
Every business model rests on assumptions about the world it operates in. The trouble starts when those business model assumptions stop being recognisable as assumptions and quietly turn into certainties. This post begins with Drucker’s account of that mechanism, then shows two sets of assumptions failing under measurement in a single year: the geopolitical order that supplied us with energy,…
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The Quick-Commerce Business Model Crash: 5 Lessons Every Founder Can Learn from the $12bn Gorillas Collapse
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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