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Apple’s AI Power Move and 100 Kids Inherit Billions 💥🍼

Plus: Disney’s $60B rollercoaster gamble, Waymo robotaxis in Atlanta and a pill that could disrupt weight loss forever

Biz Analyst Club Newsletter
by The Business Model Analyst

Hello, Biz Enthusiasts!
Apple’s eyeing a billion-dollar AI takeover, Disney’s spending like it’s 1999 (but for roller coasters), and Telegram’s founder is... apparently the Nick Cannon of tech. Meanwhile, robotaxis are rolling into Uber, and a new diabetes pill might secretly double as a weight-loss blockbuster. You know the drill: 5 red-hot takes, 10 bite-sized hits, and zero boring bits. Let’s go.

Hot Takes 🚀

1. Apple Might Buy Perplexity — And Redefine Search Forever 🤖🔍
Apple’s in talks to buy Perplexity AI in what would be its biggest acquisition ever. Siri might finally stop answering questions like your confused aunt.
👉 Will this be the smartest move Apple’s ever made?

2. Telegram’s Founder Has Over 100 Kids — And They're All Getting Rich 🍼💸
Pavel Durov is leaving his (crypto-fueled) fortune to over 100 children. Naturally conceived, donor-conceived — doesn’t matter. The guy basically built a billionaire daycare.
👉 See how a tech mogul turned legacy planning into a fertility flex

3. Disney & Universal Are Spending Billions to Keep You Screaming 🎢💰
Disney’s dropping $60B and Universal just opened its $7B Epic Universe park. Apparently, screaming your lungs out on a roller coaster is still big business.
👉 Why amusement parks are getting their biggest upgrades ever

4. Waymo Robotaxis Arrive in Atlanta — Via Uber 🤖🚘
Waymo just launched in Atlanta and now you can hail one directly through the Uber app. Robo-chauffeurs are officially mainstream.
👉 Here’s how it works — and what’s next

5. New Diabetes Pill Cuts Sugar & Weight — Without Needles 🍽️💊
Orforglipron, a new oral GLP-1 drug, just aced its trial. It reduces blood sugar and body weight — and could be the Ozempic you swallow, not inject.
👉 Could this be the next blockbuster drug?


Want to receive exclusive business insights and in-depth analysis, delivered weekly? Become a premium subscriber and get instant access now. 👇

Quick Hits 📰

  • 📦 Amazon Brings Prime’s Fast Delivery to Rural Towns:
    Even small towns can now get same-day delivery. That’s bad news for every local store still stocking 2018 tech.
    👉 Amazon’s rural expansion is no joke

  • 🌐 AI Search Is Killing Publisher Traffic:
    Cloudflare says AI tools are cannibalizing clicks. People want the summary, not the source.
    👉 Will AI break the business model of news?

  • 🛰️ Amazon Launches More Satellites to Fight Starlink:
    Project Kuiper just added 27 satellites to its orbit. Elon’s got company — and it's Prime-powered.
    👉 Battle for the sky intensifies

  • 🏭 Amazon’s AI Supercomputer Campus Is MASSIVE:
    They’re building a 1,200-acre AI machine in Indiana. It’ll use enough energy to power a million homes.
    👉 Inside Amazon’s AI mega-machine

  • 🧠 AI Helping Teens Pick the Right College:
    One tool uses algorithms to match students to schools. Cheaper than a guidance counselor, less biased than your uncle.
    👉 AI-guided admissions are here

  • 🐄 Cow Collar Startup Becomes a Unicorn in NZ:
    Startup Halter just raised $100M to scale smart cow wearables in the US. Moo-ving fast.
    👉 Virtual fences for cows? Yes, really

  • 💔 Bumble Lays Off 30%, Returns to “Startup Mode”:
    Bumble’s going leaner (and meaner) to reignite growth. 240 jobs gone.
    👉 Can Bumble find the spark again?

  • 📽️ Aaron Sorkin Is Making ‘The Social Network 2’:
    Mark Zuckerberg's story isn’t over. And Sorkin’s got receipts from “The Facebook Files.”
    👉 Part II is coming — and it’s going to sting

  • 💸 Carnival Cruise Hits 20-Year High in Profit Margins:
    People want sea views and buffets. Carnival just raised its earnings forecast.
    👉 Cruise ships are cruising past expectations

  • 🛍️ Gen Z Slows Spending, Embraces Homebody Life:
    Young Americans are ditching bars for pizza nights. High debt + low savings = staycation vibes.
    👉 Why Gen Z is cutting back

Deep Dive in a Business Opportunity

How Daycare Pods Turned Chaos into a Scalable Opportunity

What do frustrated parents, living-room classrooms, and $30K+ tuition waitlists have in common?

Microschools.

This deep dive unpacks how small, private learning pods evolved from pandemic hacks into booming education businesses — giving entrepreneurs a new blueprint for high-margin, high-demand ventures.

Inside, you'll explore:

  • The rise of premium pods: why parents are ditching traditional schools

  • How to position a small-format school as an elite experience

  • The business mechanics behind scale, pricing, and parent retention

Available in PDF and Docx format

A hundred kids inheriting billions. Apple buying its way into your brain. Theme parks that cost more than countries. And cows… wearing smart collars? Yeah, we weren’t ready either. Pour some coffee, silence your robot assistant, and brace yourself — the business world’s gone off the rails (in the most fascinating way).

There is no finish line. There are only mile markers.

Michael Ventura

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