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Found 1000+ results in 8ms
Found 1000+ results in 8ms
Jan 23, 2026
TKO Group Holdings: NFL, UFC, & US Sports Rights Value
Former VP of Programming at ESPN
Partner Interview
TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningBrand EquitySwitching CostsScale EconomiesNetwork EffectsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Former Senior Vice President at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 20, 2026
TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights
Former Director of ESPN and SVP at a Leading Sports Media Rights Group
Partner Interview
TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation TechnologyDec 28, 2025
Qualcomm, Apple, & High Performance Computing
Former Senior Executive at Qualcomm
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 21, 2025
Adyen vs Stripe: Competitive Positioning
Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 3, 2025
Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption
Former Director of Assembly at Intel
Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryNov 17, 2025
TSMC: Customer Switching Costs & Mature-Node Economics
Former VP of Foundry Operations and Technology at Analog Devices
Partner Interview
TSMC•TW•Mega CapIntelAnalog DevicesSamsung SDS Co.,Ltd.NVIDIAAppleUMC, Inc.Switching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrialsOct 26, 2025
TSMC: Hybrid Bonding & Advanced Packaging Adoption and Bottlenecks
Former Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedNVIDIAAdvanced Micro DevicesASMLSamsung ElectronicsAppleQualcommSK hynixBE Semiconductor IndustriesSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionarySep 10, 2025
Apple, Meta, Google: Smart Glasses Competition
Former Prototype Development Manager at Apple
Partner Interview
Meta•US•Mega CapAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyAug 24, 2025
TSMC: Yield, PDK Discipline & Pricing Power
Former Engineer at AMD
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityScale EconomiesNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryAug 20, 2025
The Trade Desk: Ventura Streaming TV OS, OEM Rev-Share & DSP Monetization
Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade DeskRokuGoogleAmazonAppleVizioThe Trade DeskRokuGoogleAmazonAppleVizioNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryAug 4, 2025
The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy
Former Director of Client Services at The Trade Desk
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuThe Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 30, 2025
TSMC & Semiconductor Manufacturing Moat
Former Senior Sourcing Manager at Apple
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Co., Ltd.AppleNVIDIASamsung ElectronicsIntelASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryJul 28, 2025
The Trade Desk: AI Disruption
Former VP of Digital Media & Entertainment at IDC
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaThe Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 23, 2025
The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics
Former Director of Product Management at Magnite
Partner Interview
The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinThe Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 8, 2025
TSMC: Photonics, Packaging, and Chinese Foundry Competition
Former VP at Micron Technology
Partner Interview
Micron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLMicron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryJul 3, 2025
Synopsys: AI’s Intelligence Layer & EDA Moat Disruption
Former SVP at Synopsys
Partner Interview
SynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSwitching CostsProcess PowerBrand EquityNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsJul 3, 2025
Capital One & Discover Financial Services: Strategic Migration, Global Acceptance Challenges & Tokenization Innovation
Former VP at Discover Financial Services
Partner Interview
Capital One FinancialDiscover Financial ServicesVisaMastercardAppleCapital One FinancialDiscover Financial ServicesVisaMastercardAppleNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsFinancialsConsumer DiscretionaryInformation TechnologyJun 26, 2025
TSMC: Dominance in Leading-Edge Nodes
Former Senior Sourcing Manager at Apple
Partner Interview
TSMCAppleIntelNVIDIAQualcommSamsung ElectronicsASMLTSMCAppleIntelNVIDIAQualcommSamsung ElectronicsASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryJun 23, 2025
Paymentus: Unlocking Digital Wallet Adoption in Government Utility Payments
Former Sales Director at Paymentus
Partner Interview
PaymentusTyler TechnologiesPayPalAppleGoogleAmazonWestern UnionPaymentusTyler TechnologiesPayPalAppleGoogleAmazonWestern UnionSwitching CostsBrand EquityNetwork EffectsScale EconomiesB2B SoftwareMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerFinancialsInformation TechnologyConsumer DiscretionaryCommunication ServicesShowing 20 of 1000 results