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September 10, 2025
Apple, Meta, Google: Smart Glasses Competition
Former Prototype Development Manager at Apple
Partner Interview
Meta Platforms IncApple IncAlphabet Inc.Microsoft CorporationSamsung Electronics Co LtdNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology
August 24, 2025
TSMC: Yield, PDK Discipline & Pricing Power
Former Engineer at AMD
Partner Interview
TSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro Devices IncSamsung Electronics Co LtdApple IncAmazon.com IncInternational Business Machines CorpIntel CorporationNVIDIA CorporationMicrosoft CorporationQualcomm IncorporatedASML Holding N.V.Switching CostsProcess PowerBrand EquityScale EconomiesNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
July 27, 2025
Oracle: Lift & Shift Legacy Workloads
Current Oracle Partner at Deloitte
Partner Interview
Oracle CorporationMicrosoft CorporationAlphabet Inc.NVIDIA CorporationSAP SEAmazon.com IncSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
July 13, 2025
AWS: Data Center Regional Economics
Former Capacity Planning Director at AWS
Partner Interview
Microsoft CorporationAlphabet Inc.NVIDIA CorporationOracle CorporationAmazon.com IncSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesB2B SoftwareVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
June 23, 2025
Oracle: Vertical Data Competitive Advantage
Current Oracle Partner at Deloitte
Partner Interview
SAP SEOracle CorporationMicrosoft CorporationAlphabet Inc.NVIDIA CorporationAmazon.com IncSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
June 13, 2025
Synopsys, Cadence Design Systems: Business Model Defensibility
Former VP of R&D at Cadence Design Systems
Partner Interview
Cadence Design Systems IncSynopsys IncANSYS IncMeta Platforms IncApple IncNVIDIA CorporationASML Holding N.V.TSMCMicrosoft CorporationAlphabet Inc.Network EffectsBrand EquitySwitching CostsProcess PowerMarketplaces & PlatformsMission Critical Products & ServicesPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
May 7, 2025
Duolingo: Risks and Opportunities of LLMs
Former Director at Duolingo
Partner Interview
Duolingo IncOpenAIMicrosoft CorporationMeta Platforms IncSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
May 7, 2025
Oracle: Cloud Growth and Strategic Differentiation
Former Director at Oracle Cloud
Partner Interview
Amazon.com IncOracle CorporationMicrosoft CorporationAlphabet Inc.NVIDIA CorporationScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
April 28, 2025
Microsoft: Copilot & AI Services
Former AI GTM Lead at Microsoft
Partner Interview
Microsoft CorporationAmazon.com IncNVIDIA CorporationAdvanced Micro Devices IncCoreWeaveAlphabet Inc.Switching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
April 25, 2025
Oracle: Gen 2 Cloud Infrastructure
Former Director at Oracle Cloud
Partner Interview
Oracle CorporationMicrosoft CorporationAlphabet Inc.NVIDIA CorporationAmazon.com IncSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
March 25, 2025
KX: Data Processing Efficiency
Former Product Marketing Executive at KX
Partner Interview
KXDatabricksSnowflake IncAmazon.com IncMicrosoft CorporationInternational Business Machines CorpAlphabet Inc.Switching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsEnergyInformation TechnologyConsumer DiscretionaryCommunication Services
March 25, 2025
NVIDIA & Generative AI Fundamentals
Former Accelerated Computing Leader at AWS
Partner Interview
Amazon.com IncNVIDIA CorporationAlphabet Inc.Microsoft CorporationOracle CorporationBroadcom IncOpenAIScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMission Critical Products & ServicesMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
March 24, 2025
Microsoft Copilot, ChatGPT, & LLM Profitability
Former AI / LEngineering Director at Microsoft Azure
Partner Interview
Microsoft CorporationOpenAIAmazon.com IncAlphabet Inc.Oracle CorporationSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
March 7, 2025
KX: Growth Challenges Beyond Financial Services
Former Director of Sales at KX
Partner Interview
Alphabet Inc.KXMicrosoft CorporationAmazon.com IncInternational Business Machines CorpNetwork EffectsSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesEnergyInformation TechnologyConsumer Discretionary
January 21, 2025
Broadcom: VMWare Acquisition & Cloud Transition
Former Director at VMWare
Partner Interview
Broadcom IncVMware IncMicrosoft CorporationAlphabet Inc.Citrix Systems IncNutanix IncAmazon.com IncSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
October 7, 2024
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Former Senior Executive at Lambda Labs
Partner Interview
NVIDIA CorporationAmazon.com IncApplied Digital CorpMicrosoft CorporationAlphabet Inc.Core Scientific IncOracle CorporationMeta Platforms IncCoreWeaveLambda LabsSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication ServicesHealth Care
September 2, 2024
MongoDB: Atlas vs Self-Hosted, Competition & Postgres
Former VP Applications at Xylem
Partner Interview
MongoDB IncPineconeElastic N.V.Microsoft CorporationOracle CorporationAmazon.com IncSwitching CostsScale EconomiesNetwork EffectsB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer Discretionary
August 26, 2024
Smartsheet, Atlassian, Microsoft Project & Comparing Work Management Tools: A Client's Perspective
SVP of Strategic Initiatives at Marsh McLennan
Partner Interview
Adobe IncAtlassian Corporation PlcMicrosoft CorporationSmartsheet IncPlaniswareSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
June 3, 2024
Dynatrace: Sales Org & GTM Strategy
Former Director of Sales at Dynatrace
Partner Interview
Amazon.com IncDynatrace IncDatadog IncChronosphereMicrosoft CorporationGrafana LabsScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation Technology
April 30, 2024
Jamf & Mobile Device Management Software: Partner Channel & Competition
Jamf Channel Partner
Partner Interview
Apple IncMicrosoft CorporationOkta IncMosyleJamf Holding CorpBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
March 21, 2024
Microsoft Gaming: Xbox vs PlayStation Positioning
Former Xbox Global Marketing Executive at Microsoft
IP Interview
Microsoft CorporationSony Group CorporationElectronic Arts IncActivision Blizzard IncTake-Two Interactive Software IncSwitching CostsCornered ResourcePhysical Infra & NetworksUnique IP & BrandsInformation TechnologyConsumer DiscretionaryCommunication Services
March 11, 2024
Google Stadia: Challenges Scaling a Cloud Gaming Service
Former Program Management Executive at Google Stadia
IP Interview
Alphabet Inc.Microsoft CorporationElectronic Arts IncActivision Blizzard IncTake-Two Interactive Software IncNetwork EffectsSwitching CostsCornered ResourcePhysical Infra & NetworksMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesInformation Technology
February 26, 2024
Microsoft Gaming: Xbox Cloud & Game Pass
Former Xbox Product Marketing Manager
IP Interview
Microsoft CorporationSony Group CorporationElectronic Arts IncTake-Two Interactive Software IncActivision Blizzard IncSwitching CostsCornered ResourcePhysical Infra & NetworksUnique IP & BrandsInformation TechnologyConsumer DiscretionaryCommunication Services
February 20, 2024
HashiCorp: Sales & Marketing Strategy
Former Enterprise Marketing Director
Partner Interview
HashiCorp IncAmazon.com IncMicrosoft CorporationScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
December 19, 2023
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Data Center Product Architect and Senior Director at Nvidia
Partner Interview
Meta Platforms IncLambda LabsAlphabet Inc.Microsoft CorporationIntel CorporationAdvanced Micro Devices IncNVIDIA CorporationCoreWeaveCadence BankAmazon.com IncNetwork EffectsSwitching CostsProcess PowerScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyFinancialsConsumer Discretionary
December 5, 2023
KX: A Customer's Perspective
Former Relationship Manager at Intel
Partner Interview
Amazon.com IncIntel CorporationFD Technologies plcOracle CorporationMicrosoft CorporationMongoDB IncInfluxDBPineconeshaktiKXScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyIndustrialsEnergy
December 5, 2023
Yelp vs Google: SMB Ad Agency Perspective
Co-Founder at VIIRL
IP Interview
Yahoo! Inc.TripAdvisor IncOpenTableMeta Platforms IncMicrosoft CorporationYelp IncAlphabet Inc.Network EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology
November 13, 2023
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Network Acquisition Executive at Hyperscaler
Partner Interview
Cogent Communications Holdings IncAlphabet Inc.Microsoft CorporationAmazon.com IncNetwork EffectsSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary
September 21, 2023
Alteryx: Competition, Enterprise Sales & Use-Cases
Former Global Strategy & Operations Executive at Alteryx
Partner Interview
Microsoft CorporationSalesforce IncSnowflake IncAlteryx IncSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation Technology
September 11, 2023
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Former VP Product Strategy at Alteryx
Partner Interview
Alteryx IncMicrosoft CorporationSalesforce IncSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation Technology
August 17, 2023
Hyperscalers: Cloud TAM
Former CIO at Global CPG company
Partner Interview
SAP SEAmazon.com IncMicrosoft CorporationOracle CorporationAlphabet Inc.Scale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
August 17, 2023
HashiCorp: From Open-Source To Enterprise
Former Strategic Account Executive at HashiCorp
Partner Interview
HashiCorp IncMicrosoft CorporationVMware IncSwitching CostsPhysical Infra & NetworksInformation Technology
August 14, 2023
Snowflake: Pace Of Innovation & Next Growth Vectors
Former Engineering Director at Snowflake
Partner Interview
Snowflake IncDatabricksMicrosoft CorporationAmazon.com IncSwitching CostsScale EconomiesNetwork EffectsB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer Discretionary
July 26, 2023
Snowflake: IaaS vs PaaS & Analytics Budgets
Former Professional Services Executive at Snowflake
Partner Interview
Snowflake IncDatabricksMicrosoft CorporationAlphabet Inc.Amazon.com IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
July 17, 2023
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Former CTO at Kheiron Medical
Partner Interview
Snowflake IncDatabricksMicrosoft CorporationAlphabet Inc.Amazon.com IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
May 16, 2023
Atlassian: Work Management Positioning & Monetizing Trello
Former Program Management executive at Atlassian
Partner Interview
Atlassian Corporation PlcMicrosoft Corporationmonday.com LtdSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
April 14, 2023
Microsoft Teams: Product Evolution, Strategy & Competition
Former Product Management Director, Teams at Microsoft
Partner Interview
Alphabet Inc.Salesforce Incmonday.com LtdMicrosoft CorporationNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareCommunication ServicesInformation Technology
April 13, 2023
Microsoft 365, Google Workspace & Selling through the Channel
Former Product Marketing Director at Microsoft
Partner Interview
Microsoft CorporationAlphabet Inc.Salesforce IncAmazon.com IncSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
April 10, 2023
Alphawave: Hyperscaler Customer Chip Development
Former Chip Engineer at Google
Partner Interview
Alphabet Inc.Apple IncMeta Platforms IncMicrosoft CorporationAlphawave IP Group plcAmazon.com IncNetwork EffectsBrand EquitySwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
March 20, 2023
Atlassian: Confluence Strategy & Competition
Former Program Management executive at Atlassian
Partner Interview
Atlassian Corporation PlcMicrosoft CorporationSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
March 2, 2023
Amazon Ads: 1P and 3P Spend Breakdown
Former Sales Manager at Amazon Advertising
IP Interview
Amazon.com IncAlphabet Inc.Microsoft CorporationScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesInformation Technology
February 28, 2023
Google AI in Search, YouTube, Assistant vs ChatGPT
Former Group Product Manager at Google
Partner Interview
Alphabet Inc.Microsoft CorporationNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
February 17, 2023
Google Workspace: SMB to Enterprise Sales
Former Product Marketing Exec at Google
Partner Interview
Alphabet Inc.Microsoft CorporationNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
February 14, 2023
Google Search, Bing & The Threat Of Disruption
Former Product Lead at Google
Partner Interview
Alphabet Inc.Microsoft CorporationNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
February 13, 2023
Snowflake, Synapse, and Redshift: Customer Angle
Former Director of Technology at Capital One
Partner Interview
Snowflake IncMicrosoft CorporationAmazon.com IncAlphabet Inc.Switching CostsScale EconomiesNetwork EffectsB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
February 6, 2023
Google Workspace vs Microsoft 365
Former Strategy Executive at Google Workspace
Partner Interview
Alphabet Inc.Microsoft CorporationNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
January 23, 2023
Cogent Communications: Hyperscalers' Dark Fiber Demand
Network Acquisition Executive at Hyperscaler
Partner Interview
Alphabet Inc.Amazon.com IncMicrosoft CorporationCogent Communications Holdings IncNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
November 29, 2022
Amazon Web Services: Data Center Economics
Former Director at Amazon Web Services
Partner Interview
Alphabet Inc.Amazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
November 21, 2022
Cogent Communications, Microsoft, & Dark Fiber Networks
Former Director, Global Network Engineering at Microsoft
Partner Interview
T-Mobile US IncLumen Technologies IncMicrosoft CorporationCogent Communications Holdings IncSwitching CostsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation Technology
October 21, 2022
AWS: Running a Hyperscale Data Center
Former Director at Amazon Web Services
Partner Interview
Alphabet Inc.Amazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
October 10, 2022
Databricks, Snowflake, GCP, & Public Cloud Competition
Former Director at Google Cloud
Partner Interview
DatabricksSnowflake IncAmazon.com IncMicrosoft CorporationSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
IP Dialogue
Investor Dialogue: Amazon Web Services
In Practise Investor Dialogue
October 6, 2022
October 2, 2022
OKTA, Microsoft E5, & Identity Competition
Former Chief Information Officer at Sainsbury's
Partner Interview
Okta IncMicrosoft CorporationSwitching CostsPhysical Infra & NetworksInformation Technology
September 30, 2022
HashiCorp: Terraform Open-Source to Paid
Former Cloud Engineer at Inditex
Partner Interview
Microsoft CorporationHashiCorp IncSwitching CostsPhysical Infra & NetworksInformation Technology
September 16, 2022
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Former Director at Google Cloud
Partner Interview
Alphabet Inc.Amazon.com IncMicrosoft CorporationSAP SENetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
September 9, 2022
The History of x86, ARM, & Amazon's Graviton Processor
Principal Developer Advocate at Honeycomb and Former SRE Leader at Google
IP Interview
Amazon.com IncMicrosoft CorporationAlphabet Inc.Intel CorporationScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
September 8, 2022
Amazon Web Services: EC2 Graviton Strategy
Former Senior Manager at Amazon Web Services
IP Interview
Alphabet Inc.Amazon.com IncMicrosoft CorporationIntel CorporationNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
September 3, 2022
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Former Director of Google Cloud
IP Interview
Amazon.com IncAlphabet Inc.Microsoft CorporationSnowflake IncScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryCommunication ServicesInformation Technology
August 25, 2022
AWS: Containers, Kubernetes, & EC2 Stickiness
Former Senior Manager at Amazon Web Services
IP Interview
Alphabet Inc.Amazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
August 24, 2022
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
Former Senior Manager at Amazon Web Services
IP Interview
Amazon.com IncMicrosoft CorporationAlphabet Inc.Scale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
August 19, 2022
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Former Director of Google Cloud
Partner Interview
Oracle CorporationAlphabet Inc.Amazon.com IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
July 22, 2022
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Former Head of Strategy, Amazon AWS West-US
Partner Interview
Oracle CorporationSnowflake IncAlphabet Inc.Microsoft CorporationAmazon.com IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
July 1, 2022
Snowflake Positioning vs AWS, GCP, Azure
Former Director of Google Cloud
Partner Interview
Snowflake IncAlphabet Inc.Amazon.com IncMicrosoft CorporationSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
December 31, 2021
LiveTiles & The Microsoft Sharepoint Ecosystem
Microsoft GTM Director at AvePoint and former CMO at Beezy
IP Interview
Microsoft CorporationBeezyLiveTiles LimitedSwitching CostsPhysical Infra & NetworksInformation Technology
October 28, 2021
Selling Microsoft Office 365 Commercial
Former Modern Workplace Leader, Americas at Microsoft
IP Interview
Splunk IncAlphabet Inc.Datadog IncMicrosoft CorporationNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyCommunication Services
July 18, 2021
LiveTiles, Unily and the Intranet-in-a-Box Market
Former Vice President, Strategic Accounts at Unily
IP Interview
UnilyMicrosoft CorporationLiveTiles LimitedSwitching CostsPhysical Infra & NetworksInformation Technology
May 19, 2021
Bechtle AG & The Microsoft Partner Ecosystem
Former Director at Bechtle AG
IP Interview
Bechtle AGMicrosoft CorporationSwitching CostsB2B MiddlemenPhysical Infra & NetworksInformation Technology
October 5, 2020
Nintendo: Everlasting Gaming IP
Former Chairman and President at Sony Computer Entertainment
IP Interview
Sony Group CorporationNintendo Co. LtdMicrosoft CorporationCornered ResourceSwitching CostsUnique IP & BrandsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology
October 1, 2020
Atlassian: Reselling Jira and Confluence
Former VP, Product at Adaptavist, largest European Atlassian Reseller
IP Interview
Atlassian Corporation PlcAmazon.com IncMicrosoft CorporationSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
September 27, 2020
New Relic vs Datadog: Fight for Observability
Former Head of Marketing, EMEA at New Relic
IP Interview
Datadog IncNew Relic IncAmazon.com IncSplunk IncMicrosoft CorporationSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
September 8, 2020
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Former Product Leader at Google Cloud Platform
IP Interview
Alphabet Inc.Amazon.com IncDatadog IncSplunk IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerB2B SoftwareCommunication ServicesConsumer DiscretionaryInformation Technology

Microsoft Corporation

Apple, Meta, Google: Smart Glasses Competition

TSMC: Yield, PDK Discipline & Pricing Power

Oracle: Lift & Shift Legacy Workloads

AWS: Data Center Regional Economics

Oracle: Vertical Data Competitive Advantage

Synopsys, Cadence Design Systems: Business Model Defensibility

Duolingo: Risks and Opportunities of LLMs

Oracle: Cloud Growth and Strategic Differentiation

Microsoft: Copilot & AI Services

Oracle: Gen 2 Cloud Infrastructure

KX: Data Processing Efficiency

NVIDIA & Generative AI Fundamentals

Microsoft Copilot, ChatGPT, & LLM Profitability

KX: Growth Challenges Beyond Financial Services

Broadcom: VMWare Acquisition & Cloud Transition

AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers

MongoDB: Atlas vs Self-Hosted, Competition & Postgres

Smartsheet, Atlassian, Microsoft Project & Comparing Work Management Tools: A Client's Perspective

Dynatrace: Sales Org & GTM Strategy

Jamf & Mobile Device Management Software: Partner Channel & Competition

Microsoft Gaming: Xbox vs PlayStation Positioning

Google Stadia: Challenges Scaling a Cloud Gaming Service

Microsoft Gaming: Xbox Cloud & Game Pass

HashiCorp: Sales & Marketing Strategy

CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers

KX: A Customer's Perspective

Yelp vs Google: SMB Ad Agency Perspective

Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation

Alteryx: Competition, Enterprise Sales & Use-Cases

Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy

Hyperscalers: Cloud TAM

HashiCorp: From Open-Source To Enterprise

Snowflake: Pace Of Innovation & Next Growth Vectors

Snowflake: IaaS vs PaaS & Analytics Budgets

Snowflake & Databricks: Comparison, AI & Convergence of Offering

Atlassian: Work Management Positioning & Monetizing Trello

Microsoft Teams: Product Evolution, Strategy & Competition

Microsoft 365, Google Workspace & Selling through the Channel

Alphawave: Hyperscaler Customer Chip Development

Atlassian: Confluence Strategy & Competition

Amazon Ads: 1P and 3P Spend Breakdown

Google AI in Search, YouTube, Assistant vs ChatGPT

Google Workspace: SMB to Enterprise Sales

Google Search, Bing & The Threat Of Disruption

Snowflake, Synapse, and Redshift: Customer Angle

Google Workspace vs Microsoft 365

Cogent Communications: Hyperscalers' Dark Fiber Demand

Amazon Web Services: Data Center Economics

Cogent Communications, Microsoft, & Dark Fiber Networks

AWS: Running a Hyperscale Data Center

Databricks, Snowflake, GCP, & Public Cloud Competition

Investor Dialogue: Amazon Web Services

OKTA, Microsoft E5, & Identity Competition

HashiCorp: Terraform Open-Source to Paid

SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition

The History of x86, ARM, & Amazon's Graviton Processor

Amazon Web Services: EC2 Graviton Strategy

Azure, GCP, BigQuery, Snowflake & Cloud Competition

AWS: Containers, Kubernetes, & EC2 Stickiness

AWS: Culture, EC2, EBIT Margins & Market Share Outlook

AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition

AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling

Snowflake Positioning vs AWS, GCP, Azure

LiveTiles & The Microsoft Sharepoint Ecosystem

Selling Microsoft Office 365 Commercial

LiveTiles, Unily and the Intranet-in-a-Box Market

Bechtle AG & The Microsoft Partner Ecosystem

Nintendo: Everlasting Gaming IP

Atlassian: Reselling Jira and Confluence

New Relic vs Datadog: Fight for Observability

Google Cloud & Datadog: Cloud Providers vs DevOps SaaS