Business Model Analyst
Business Model Canvas Examples and Analysis
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Latest posts
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Google and Meta Quit Buying Back Stock. Now They Want Your Money.
The tech sell-off isn’t about how much Big Tech spends on AI. It’s about who is paying for it now. Short answer: Tech stocks fell hard after third-quarter earnings because the way Big Tech funds AI changed. Alphabet and Meta bought back no stock last quarter, both burned cash,…
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BJ’s $5 Pizookie Tuesday Shrinks Your Bill. That’s the Plan.
The average check is falling at BJ’s on purpose, and the line it falls on is quietly carrying the chain’s real marketing budget. The short answer: BJ’s Restaurants is trading check size for traffic, and the trade is working. In the second quarter of 2026 its average check fell…
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Slot Machine Players Are Paying for America’s Horse Racing Boom
The world’s best stables are moving to the US for the prize money, and much of that money was never bet on a horse. Why is the US now the global hub for horse racing? Because its richest racing circuits pay purses that betting on races alone could not fund. In Kentucky,…
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Ford Put a Vending Machine on the F-150 Line. It Stocks Time.
Rivian, Ford and GM are spreading 3D printers across their plants. The parts are the excuse. The product is minutes. Detroit’s 3D-printing push is not about making cheaper parts. It is about not waiting for them. Priced at the industry’s average cost of a stopped assembly line,…
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Your Office Plant Isn’t Cleaning the Air. This Startup’s Tower Might
The study everyone uses to debunk office plants ends by recommending almost exactly what Greenairy built. The harder question is who keeps the plants alive. The short answer: Greenairy, a Singapore startup that pitched at TechCrunch Disrupt’s Startup Battlefield 200 in October,…
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ChatGPT’s Maker Cut Its Price. Its Revenue Number Fell Faster
OpenAI trimmed its valuation 11% and its round by a third. Measured against the revenue figure it showed investors, the discounted deal is the pricier one. OpenAI is now raising up to $20 billion at a $1.25 trillion post-money valuation, down from the $30 billion at $1.4…
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AI Fashion Photos Cost 90% Less. Brands Want the Model’s Face Free
The photo shoot used to be the meter on a model’s face. AI broke it, and the contract fight is over who gets to install the new one. Fashion brands are asking models to sign away face swaps, digital clones and AI training rights, often for no extra pay, according to a Reuters…
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Porsche Is Making Money Again. VW Just Wrote It Down Anyway
Volkswagen’s worst quarter in a decade is mostly a receipt from 2012. The China bill that actually costs cash arrives next year. Volkswagen lost €5.86 billion at the operating line in the third quarter of 2026, about $6.6 billion and its worst quarter since the diesel scandal in…
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Your AI Chatbot Runs on Imported Servers. GDP Just Showed the Bill
The economy grew 3.4% on paper. The AI boom inside that number was mostly built in Taiwan and Mexico, and the official ledger proves it. US GDP grew at a 3.4% annual rate in the third quarter of 2026, the fastest pace in a year, with business equipment spending up 20.9%. But…
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DoorDash Is Buying Instacart. Your Two Memberships Won’t Merge Soon
The $17 billion price is the headline. The tell is a contract that can run 24 months and a $1.25 billion check DoorDash writes if regulators say no. The short version: DoorDash agreed to buy Instacart for $65 a share, about $17 billion, on October 29, 2026. Everyone is telling…
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Your Taxes Pay Most of LG’s Battery Profit. The China Ban Is Plan B.
Washington shut Chinese cells out of the US grid in August. The subsidy carrying Korea’s battery makers runs out on a schedule written into law. The ban has no end date. The ban on Chinese grid batteries looks like a door opening for South Korean and Japanese manufacturers. Read…
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You Stopped Answering Pollsters. Campaigns Built AI Voters.
The 2026 midterms are the first big public exam for synthetic voters, and the answer key arrives November 3. The scary version of the AI election story writes itself: deepfakes, bot swarms, cloned voices on robocalls. Axios flagged plenty of that back in August, calling this the…
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ChatGPT’s Agent Got a Phone Number. The Plan Starts at $100
OpenAI’s dots can now text you. The feature landed in the same week OpenAI’s bigger plans stopped buying cheaper usage, which says a lot about what the higher tiers are really selling. Since October 28, 2026, US subscribers to ChatGPT Pro, which starts at $100 a month, can text…
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Gemini 4 Carbon Is Locked. The Way In Runs Through Google Cloud
Google’s newest frontier model starts with cyber defenders. The unguarded version of the last one is a Cloud product billed at full price, and Google’s own $32 billion security company was among its first outside users. Google announced Gemini 4 Carbon on October 28 and handed…
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Reddit’s New For You Feed Is Really an Ad Inventory Play
Reddit spent two years raising the price of each ad. The new home feed is the first product built to sell more of them. The short version: Reddit is splitting its home page into a For You feed (joined communities plus recommendations) and a Following feed (joined communities…
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Cheesecake Factory Skips the Ads. The Gaudy Room Is the Ad.
The chain spends roughly $1,150 a square foot on Egyptian columns and frescoed ceilings instead of buying TV time, and a 15.2% comp quarter just showed what that trade pays. The Cheesecake Factory’s flagship restaurants grew comparable sales 15.2% in the third quarter of fiscal…
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Chinese EVs Start Under $10,000. China’s Own Buyers Walked Away.
China’s car market lost more than a fifth of its buyers this year, and almost no carmaker left. The second half of that sentence is the real story, because an industry where nobody is allowed to die cannot heal. The short version: China’s domestic car sales fell 22% in the first…