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Office hours replay: We fell into the Bermuda Triangle of business models

The startup business model isn’t just about making money — it’s about how every part of your startup works together (or doesn’t). Here’s how to avoid getting lost in the Bermuda Triangle.

Hey friends 👋

Saturday night at 9pm. While the rest of the world was doing… literally anything else, Cameron and I went live from the Startup Challenge to talk business models.

Specifically: how most founders get lost in what we jokingly called the Bermuda Triangle of Business Models — where you think you’re making progress but you’re actually going in circles.

So in this lighthearted (and hopefully insightful) live session, we walked through:

  • Why your business model is not your revenue model

  • How to think about the four core components: Who, What, How, and Why

  • What happens when you get one of those wrong (spoiler: the whole model shifts)

  • The real reason “cheaper and faster” isn’t a value proposition

  • Why your business model is your product (rather than your solution) — especially if you’re fundraising

  • How to use business model patterns to explore alternative models you might not have considered

We also drew (badly and in real-time) the magic triangle, brought up the importance of decision-making evidence, answered live questions from founders in the room, and briefly lost the lights in Cameron’s office thanks to a ill-tempered motion sensor.

If you’ve ever slapped a business model slide into a deck without validating it — this one’s for you.

—jdm

PS: I’m live every Friday at noon PST right here on Substack. Join me in the app:

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