Explore our full content library.
Weekly update
Jun 16, 2026
Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk
Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast
Jun 15, 2026
Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy
Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJun 12, 2026
Google Gemini, Anthropic & the AI Harness Layer
Partner Interview
Google•US•Mega CapAmazonMicrosoftAnthropicOpenAINetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJun 12, 2026
Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization
Jun 10, 2026
Coupang: Supply Chain Operations & Comparing Long-Term Margins with Amazon
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryJun 8, 2026
Marvell vs Broadcom: The 1.6T Optical DSP Market Share Battle
Partner Interview
Marvell Technology•US•Mega CapLumentumCoherentAnthropicOpenAIAstera LabsBroadcomGoogleMicrosoftAmazonNVIDIANetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
May 28, 2026
AWS vs OpenAI, CoStar, & Constellation’s AI Risk
AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle
May 27, 2026
AWS Bedrock: Infrastructure Moat vs Model Provider Competition
May 13, 2026
Coupang: AI-Driven Advertising & Video Commerce Strategy
Partner Interview
Coupang IncKlaviyoAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMay 13, 2026
AWS: Unit Economics, Infrastructure Scaling, and the AI Transition
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesMay 12, 2026
Coupang: Logistics Network Design & Storage Capacity Constraints
Partner Interview
Coupang IncKlaviyoAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMay 12, 2026
The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison
Partner Interview
The Trade Desk•US•Mid CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryIP References
May 4, 2026
Amazon Retail CEO: Doug Herrington
IP Reference Check
Management CheckAmazon•US•Mega CapNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
May 4, 2026
Microsoft AI: Enterprise Sales, Copilot Adoption & Distribution Moat
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 28, 2026
DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership
Partner Interview
DICKS Sporting Goods•US•Large CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryApr 28, 2026
OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection
Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 27, 2026
The Trade Desk vs Amazon: Platform Capabilities, Pricing & Agency Relationships
Partner Interview
The Trade Desk•US•Mid CapAmazonMagnitePubMaticNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 25, 2026
AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 24, 2026
Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryApr 24, 2026
Amazon DSP: Gaining Share from Google & The Trade Desk in Europe
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesShowing 20 of 1000 results