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Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics

Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveAnthropicLambda LabsByteDanceNebius GroupNVIDIASwitching CostsPhysical Infra & Networks
Aug 20, 2026

Atlassian: R&D Efficiency, Org Structure & Leadership Challenges

Partner Interview
Atlassian•AU•Large CapOpenAIAnthropicSwitching CostsB2B Software
Aug 19, 2026

monday.com: Partner Demand, Sales Rep Sentiment & Competitive Landscape

Partner Interview
mondaycom•IL•Mid CapClickUpAnthropic
Aug 19, 2026

Veeva vs Salesforce: CRM Migration Decision & Ecosystem Analysis

Partner Interview
Veeva•US•Large CapAnthropicSalesforceSwitching CostsB2B Software
Aug 19, 2026

monday.com: Enterprise Upmarket Strategy & AI Product Positioning

Partner Interview
mondaycom•IL•Mid CapClickUpOpenAIAnthropicAtlassianSwitching CostsB2B Software
Aug 13, 2026

monday.com & Claude: Building a Combined AI Operating System for SMBs

Partner Interview
mondaycom•IL•Mid CapAnthropicClickUpAirtableAsanaAtlassianHubSpotMicrosoftSwitching CostsB2B Software
Jul 30, 2026

Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy

Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseSwitching CostsPhysical Infra & Networks
Jul 24, 2026

AppFolio & Anthropic: AI Automation in Property Management Operations

Partner Interview
AppFolio•US•Mid CapAnthropicSecond NatureEliseAIOpenAIRealPageYardiSwitching CostsB2B Software
Jul 20, 2026
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Weekly update

Wise, Hyperscalers vs Labs, Meta

Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMetaSwitching CostsPhysical Infra & Networks
Jul 15, 2026

Meta Reality Labs: Hardware Investment Strategy & Product Roadmap Economics

Partner Interview
Meta•US•Mega CapOpenAIAnthropicAppleBrand EquityMarketplaces & Platforms
Jul 14, 2026

CCC Intelligent Solutions: AI Adoption, Pricing Pressure & the Orchestration Challenge

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IP Interview
CCC Intelligent Solutions•US•Mid CapAnthropicOpenAIEnlyte IncNetwork EffectsB2B Software
Jul 13, 2026

Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics

Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaNetwork EffectsPhysical Infra & Networks
Jul 13, 2026

Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy

Partner Interview
Reddit•US•Large CapAnthropicOpenAIMetaGoogleNetwork EffectsMarketplaces & Platforms
Jul 13, 2026
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Weekly update

OpenAI, AppLovin, S&P & Moody's Analytics

OpenAIAnthropicApplovinAccentureS&P GlobalMoodys
Jul 9, 2026

Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective

Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsPhysical Infra & Networks
Jul 7, 2026

S&P Global: Data Strategy, AI Risk & the Financial Data Value Chain

Partner Interview
S&P Global•US•Large CapAnthropicOpenAI
Jul 7, 2026

Nebius Group: Leadership Quality & Long-Term AI Cloud Economics

Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsPhysical Infra & Networks
Jul 6, 2026

CoreWeave, Nebius & the Neocloud Value Chain

Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsPhysical Infra & Networks
Jul 1, 2026

AppLovin vs Liftoff: Mobile DSP Competitive Positioning & SDK Data Advantage

Partner Interview
Applovin•US•Large CapAnthropicOpenAILiftoff Mobile, Inc. Common StockUnity Software
Jun 29, 2026

Nebius vs CoreWeave: Business Model, Financing & Path to Profitability

Partner Interview
Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsPhysical Infra & Networks
Jun 29, 2026

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