Explore our full content library.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
Apr 29, 2026
Boku: DCB Switching Costs & Competitive Moat in MENA
Partner Interview
Boku•US•Small CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer DiscretionaryFeb 10, 2026
MedCap & Abilia: Assistive Tech Business Model & 90% Gross Margins
Partner Interview
MedCap•SE•Mid CapAppleGoogleSwitching CostsBrand EquityNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksHealth CareFinancialsConsumer DiscretionaryInformation TechnologyCommunication ServicesJan 23, 2026
TKO Group Holdings: NFL, UFC, & US Sports Rights Value
Partner Interview
TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningSwitching CostsBrand EquityNetwork EffectsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
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
Partner Interview
TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation TechnologyDec 28, 2025
Qualcomm, Apple, & High Performance Computing
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
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 3, 2025
Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption
Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryNov 17, 2025
TSMC: Customer Switching Costs & Mature-Node Economics
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
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedNVIDIAAdvanced Micro DevicesASMLSamsung ElectronicsAppleQualcommSK hynixBE Semiconductor IndustriesProcess PowerSwitching CostsBrand EquityMission Critical Products & ServicesOEMs w/ Installed BaseMarketplaces & PlatformsInformation TechnologyConsumer DiscretionarySep 10, 2025
Apple, Meta, Google: Smart Glasses Competition
Partner Interview
Meta•US•Mega CapAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyAug 24, 2025
TSMC: Yield, PDK Discipline & Pricing Power
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseInformation TechnologyConsumer DiscretionaryAug 20, 2025
The Trade Desk: Ventura Streaming TV OS, OEM Rev-Share & DSP Monetization
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
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
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Co., Ltd.AppleNVIDIASamsung ElectronicsIntelASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsOEMs w/ Installed BaseInformation TechnologyConsumer DiscretionaryJul 28, 2025
The Trade Desk: AI Disruption
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
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
Partner Interview
Micron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLMicron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLProcess PowerScale EconomiesSwitching CostsBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsOEMs w/ Installed BaseInformation TechnologyConsumer DiscretionaryJul 3, 2025
Synopsys: AI’s Intelligence Layer & EDA Moat Disruption
Partner Interview
SynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSwitching CostsProcess PowerBrand EquityNetwork EffectsB2B SoftwareMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsJul 3, 2025
Capital One & Discover Financial Services: Strategic Migration, Global Acceptance Challenges & Tokenization Innovation
Partner Interview
Capital One FinancialDiscover Financial ServicesVisaMastercardAppleCapital One FinancialDiscover Financial ServicesVisaMastercardAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsConsumer DiscretionaryInformation TechnologyShowing 20 of 1000 results