$999one-time · Excel, JSON, PowerPoint, Word, PDF

172 verified records, re-issued whenever a story a record rests on changes.

Digital download. All sales are final: no refunds or returns. Each format can be downloaded 3 times, and the links stay valid for 30 days. If you need more, reply to your confirmation email and we will sort it out.

About the Business Model Bundle

How the money actually works — and what would break it. Which companies answered it best, and what did it cost them? The knowledge of these decisions will help you glean insights, inspiration and actionable ideas. The Business Model Bundle comprises 172 verified decision records with dated outcomes from 23andMe, American Express, Booking Holdings, Broadcom, BuzzFeed, Capital One, CrowdStrike, Dell and 110 more.

Every record follows the same structure, which is what makes the set useful rather than merely interesting. You see when the fork came, what was on the table, what the company chose and the reason it gave, what it committed, and what happened at one, three and five years. Every fact is cited to its source, and where we offer a judgment, it is labeled as one. Across the 172 records, which span 1899 to 2026, 164 carry dated outcomes; 129 of the decisions held, 11 were reversed, 21 held in part, and 11 are still too early to call.

Why it is worth your time

The Business Model Bundle brings together every verified record in the business model family, the casebooks of 4 decision types (The Money Machine, The Pricing Lens, The Loss Leader and The Cross-Subsidy) in one set, with forks between 1899 and 2026. If the question you are working on sits anywhere in this family, the bundle saves you buying the casebooks one at a time and lets you read across them: the same fields, the same checks, and every source named.

Who reaches for it

Strategy and corporate development teams whose question sits anywhere in this family, consultants who serve clients across it, and faculty building a course around it. If you would otherwise buy two or three of these casebooks, the bundle is the cheaper and more useful way in.

What it saves you

Assembling comparable precedents by hand is slow work: find each decision, date it, read the filings and the coverage, pull out the same fields, and check every number. At three to four hours a record, this set is roughly 602hours of a strategist's time. It is $999, once, and every record has already been through the same fields and the same checks.

How people use it

In the memo, you cite the records that match your question, outcomes and sources included, straight from the Word appendix. In the room, the PowerPoint gives you one record per slide with an action title and a source line. In the model, you sort the Excel by verdict, horizon or capital committed. And in your AI workspace, you load the JSON as vetted context, so the assistant reasons from verified records instead of inventing them.

What is in the download

ExcelSortable records, outcomes and sources
JSONDrop it into your AI workspace
PowerPointOne record per slide, action titles, source lines
WordEditable, with the source appendix
PDFThe reading copy

The casebooks in this bundle

4 decision types, each with its own casebook page and free sample record. The bundle is all of them in one download.

A sample record

One record, free, exactly as it appears in the files. The other 171 verified records are in the purchased files.

CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
23andMe
Read the story →
verified
2023-07How to renew the GSK relationship when the exclusive discovery term ended
  • Re-sign exclusive partnership Renew the joint discovery deal with shared drug upside
  • Accept non-exclusive license Take a flat annual data-licensing fee with GSK owning discoveries
Accept non-exclusive licenseThe exclusive term ended and GSK would not renew on the old terms; the deal became a flat non-exclusive license1 year · 2025-03-23
bankruptcy: 23andMe and 11 affiliated debtors filed voluntary Chapter 11
reversibility low
verdict held
23andMe Holding Co. / SEC EDGAR (2024-02); 23andMe Media Center (2023-10); GSK (GlaxoSmithKline) (2018-07); 23andMe Holding Co. / SEC EDGAR (via PublicNow summary of Form 10-K) (2025); U.S. Bankruptcy Court, Eastern District of Missouri / Kroll Restructuring Administration (2025-03)

Who is in this bundle

172 verified records across these companies.

  • 23andMe
  • Adobe ×2
  • Airbnb
  • Alibaba
  • Alphabet (Google) ×2
  • Amazon ×5
  • Amazon Alexa / Echo
  • American Express ×3
  • Apple ×5
  • Atari
  • Atlassian
  • BASF
  • Berkshire Hathaway
  • BlackRock
  • Block (Square)
  • Bloomberg
  • BMW
  • Booking Holdings
  • Broadcom ×3
  • BuzzFeed ×2
  • BYD ×3
  • Capital One
  • Charles Schwab ×2
  • Chevron
  • Chewy
  • Chick-fil-A
  • Coca-Cola ×2
  • Coke vs Pepsi
  • Comcast
  • CrowdStrike
  • CVS Health
  • Deere (John Deere)
  • Dell ×2
  • Disney
  • Domino's
  • DoorDash
  • Dow
  • Eli Lilly ×2
  • Enron
  • Epic Games ×3
  • Etsy ×2
  • Ferrari ×2
  • Ford
  • Fox
  • GE
  • Geico
  • H&M
  • Hermes
  • Hilton ×2
  • Home Depot
  • IKEA ×2
  • Instacart
  • Kering (Gucci)
  • Kodak
  • Kroger
  • Lego
  • Lyft
  • Marriott
  • Mars
  • Mastercard
  • McDonald's ×2
  • Meta
  • Microsoft
  • Mondelez
  • MoviePass
  • Nestle ×2
  • Netflix ×5
  • Netflix vs Disney+
  • New York Times ×2
  • Nintendo
  • NIO ×2
  • Novartis
  • Oracle
  • PayPal
  • PepsiCo ×2
  • Polaroid
  • Progressive ×2
  • Purdue Pharma
  • Reddit
  • Rio Tinto
  • Robinhood ×3
  • Roblox ×2
  • Ryanair
  • Salesforce
  • Samsung ×2
  • Saudi Aramco
  • Seven-Eleven Japan
  • Shopify ×2
  • Siemens
  • Sony ×2
  • Southwest
  • Spotify ×2
  • Starbucks ×3
  • State Farm
  • Stellantis
  • Stripe
  • Subway
  • T-Mobile
  • Tencent
  • Tesco
  • Tesla ×2
  • Thermo Fisher ×2
  • Thinking Machines Lab
  • TikTok
  • Trader Joe's
  • TSMC
  • Uber ×2
  • Uniqlo (Fast Retailing) ×2
  • United Airlines
  • Universal Music
  • UPS
  • Vanguard ×2
  • Verizon ×2
  • Vice Media
  • Walmart
  • Wayfair ×2
  • X (Twitter)
  • Yum Brands ×2

Questions

What do I get in the Business Model Bundle?
172 verified decision records from 23andMe, American Express, Booking Holdings, Broadcom, BuzzFeed, Capital One and 112 more. Each one tells you when the fork came, what was on the table, what the company chose and why, what it committed, and what happened at one, three and five years, with every source named, as Excel, JSON, PowerPoint, Word and PDF.
How do I know the records are accurate?
Every record is drawn only from the story it comes from and that story's sources. Every fact carries a citation and a verbatim excerpt, a mechanical check rejects anything the story does not contain, a second model from a different vendor reads the record against the story, and a third arbitrates any disagreement. Only records that pass all of it are in the files.
Is this a subscription?
No. It is a one-time purchase, re-issued whenever a story a record rests on changes. The library license keeps every casebook current for a flat annual fee.