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Spotify: Product Philosophy, Culture & Music Discovery Strategy
Jul 24, 2026
Partner Interview
Spotify•SE•Large CapPandoraMetaAppleUniversal MusicWarner MusicNetwork EffectsSwitching CostsBrand EquityCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation TechnologyJul 24, 2026
Meta Reality Labs: Hardware Investment Strategy & Product Roadmap Economics
Jul 14, 2026
Partner Interview
Meta•US•Mega CapOpenAIAnthropicAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryInformation TechnologyJul 14, 2026
Dolby Atmos: Music Adoption, Cloud Processing & Hardware Partnerships
May 28, 2026
Partner Interview
Dolby Laboratories•US•Mid CapLGDTS CorporationSpotifyAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesMay 28, 2026
Dolby Atmos: Hardware Adoption, Pricing Strategy & Content Ecosystem
May 27, 2026
Partner Interview
Dolby Laboratories•US•Mid CapBoseAppleHewlett Packard EnterpriseDellSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryMay 27, 2026
Boku: DCB Switching Costs & Competitive Moat in MENA
Apr 29, 2026
Partner Interview
Boku•US•Small CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer DiscretionaryApr 29, 2026
MedCap & Abilia: Assistive Tech Business Model & 90% Gross Margins
Feb 10, 2026
Partner Interview
MedCap•SE•Mid CapAppleGoogleSwitching CostsBrand EquityNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksHealth CareFinancialsConsumer DiscretionaryInformation TechnologyCommunication ServicesFeb 10, 2026
TKO Group Holdings: NFL, UFC, & US Sports Rights Value
Jan 23, 2026
Partner Interview
TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningSwitching CostsBrand EquityNetwork EffectsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 23, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Jan 21, 2026
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 21, 2026
TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights
Jan 20, 2026
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 TechnologyJan 20, 2026
Qualcomm, Apple, & High Performance Computing
Dec 28, 2025
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 28, 2025
Adyen vs Stripe: Competitive Positioning
Dec 21, 2025
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 21, 2025
Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption
Dec 3, 2025
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 DiscretionaryDec 3, 2025
TSMC: Customer Switching Costs & Mature-Node Economics
Nov 17, 2025
Partner Interview
TSMC•TW•Mega CapIntelAnalog DevicesSamsung SDS Co.,Ltd.NVIDIAAppleUMC, Inc.Switching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrialsHealth CareNov 17, 2025
TSMC: Hybrid Bonding & Advanced Packaging Adoption and Bottlenecks
Oct 26, 2025
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 DiscretionaryOct 26, 2025
Apple, Meta, Google: Smart Glasses Competition
Sep 10, 2025
Partner Interview
Meta•US•Mega CapAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologySep 10, 2025
TSMC: Yield, PDK Discipline & Pricing Power
Aug 24, 2025
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 24, 2025
The Trade Desk: Ventura Streaming TV OS, OEM Rev-Share & DSP Monetization
Aug 20, 2025
Partner Interview
The Trade DeskRokuGoogleAmazonAppleVizioNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryAug 20, 2025
The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy
Aug 4, 2025
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryAug 4, 2025
TSMC & Semiconductor Manufacturing Moat
Jul 30, 2025
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Co., Ltd.AppleNVIDIASamsung ElectronicsIntelASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsOEMs w/ Installed BaseInformation TechnologyConsumer DiscretionaryJul 30, 2025
The Trade Desk: AI Disruption
Jul 28, 2025
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 28, 2025
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