Disney Just Killed Hulu (RIP 2007–2025) 🎬💀

Plus: Delta’s luxury leap and Netflix’s gaming push

Biz Analyst Club Newsletter
by The Business Model Analyst

Hello, Biz Enthusiasts!
This week’s headlines smell like croissants, sound like jet engines, and look faker than a Hollywood green screen. From Disney pulling the plug on Hulu to OpenAI’s Sora racking up downloads faster than ChatGPT, the business world is weirdly wonderful right now. Let’s get into it.

Hot Takes 🚀

1. Disney Kills Hulu After 20 Years. RIP, Green Logo 👋📺
Disney just confirmed what we all suspected: Hulu is merging into Disney+ by 2026. The standalone app will vanish, but the name survives in international markets (farewell, Star). Meanwhile, prices are going up faster than Elsa’s ice wall.
👉 See how Disney’s streaming game is evolving (and what it’ll cost you)

2. Delta: Where Premium Seats Beat Economy by 2026 ✈️💸
Delta says its fancy seats will outsell basic ones within a year or two. Revenue’s already flying high, thanks to business travelers chasing “experiences,” not just SkyMiles. Even turbulence can’t stop people from chasing luxury.
👉 Why Delta thinks you'll pay more to fly posh

3. Netflix Adds Games to Your TV. Tetris, Anyone? 🎮📺
Netflix is letting you play games like Pictionary, Boggle, and Tetris — right from your TV. Your phone becomes the controller. No ads, no extra fees, just pure couch gaming. Step aside, board games.
👉 What to play now on Netflix (besides reruns)

4. Debenhams Goes Full Digital – Meet the Spotify of Retail 🛍️🎧
The 200-year-old UK department store is ditching its “digital dinosaur” reputation and rebranding as a sleek, multi-brand online marketplace with 15,000+ partners. Think legacy brand meets discovery-driven shopping joy.
👉 How Debenhams reinvented itself online

5. The AI Boom Has a Copper Problem. Microbes to the Rescue 🦠
Data centers are devouring copper like it’s candy. But traditional mining can’t keep up. Enter Endolith — a startup using microbes to extract copper from waste piles. Nature’s recycling just got high-tech.
👉 Meet the startup bio-mining copper to save AI

Strategy Deep Dive

The Circular Economy of AI Capital

Our new Case Study unpacks the $634B AI capital loop: How OpenAI, NVIDIA, AMD, and energy giants are funding each other, blurring the line between innovation catalyst and financial bubble.

Is this the railroads of the 21st century or the next telecom crash?

Quick Hits 📰

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When something is important enough, you do it even if the odds are not in your favor.

Elon Musk, Tesla / SpaceX

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