Blog on Business Model Innovation

Anthropic’s Business Model: Can It Become the Dominant AI Business Model?

Patrick Stähler — Wed, 04 Nov 2026 08:21:59 +0000

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

Patrick Stähler — Fri, 30 Oct 2026 18:02:01 +0000

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

Patrick Stähler — Thu, 29 Oct 2026 08:22:26 +0000

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

Patrick Stähler — Sat, 17 Oct 2026 13:12:04 +0000

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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Imagine Bigger with AI: It Can Read the Languages of Life. Why Do We Use It to Summarize Emails?

Patrick Stähler — Mon, 12 Oct 2026 17:03:51 +0000

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.

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Same AI, Three Horizons: Why the Application Decides the Innovation

Patrick Stähler — Thu, 08 Oct 2026 11:50:29 +0000

AI models are a great innovation. Using them rarely is. The three horizons show why the application, not the technology, decides the innovation.

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