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Found 20 results in 5ms
Found 20 results in 5ms
Dec 5, 2025
GCP, AWS: Vertical Integration & Leadership Culture
Former Director at GCP
Partner Interview
Google•US•Mega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation TechnologyNov 30, 2025
AWS and Amazon Bedrock: AI Growth Strategy
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 26, 2025
TSMC: Pricing Power & Advanced Packaging
Former Director at TSMC
Partner Interview
TSMC•TW•Mega CapBroadcomNVIDIAAmazonMicrosoftGoogleIntelSamsung C&T CorporationSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsNov 25, 2025
Amazon Web Services & AI GTM in Life Sciences
Former Global Life Sciences Sales Executive at Amazon Web Services
Partner Interview
Amazon•US•Mega CapNVIDIAGoogleMicrosoftBroadcomAdvanced Micro DevicesOpenAIOracleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication ServicesNov 25, 2025
TSMC: Management Incentives, Yield, & Customer Relationships
Former Director at TSMC
Partner Interview
TSMC•TW•Mega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesNov 25, 2025
SK Hynix, Micron, & Data Center HBM Demand
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron Solutions, Inc.NVIDIASamsung C&T CorporationAdvanced Micro DevicesBroadcomGoogleAmazonMetaMicrosoftSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyHealth CareIndustrialsCommunication ServicesConsumer DiscretionaryNov 24, 2025
Vistra Corp, Talen Energy, & US Data Center Power
Former Strategic Solutions Manager at Vistra Corp
Partner Interview
Vistra•US•Large CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 21, 2025
Hyperscaler AI Inference Cost: Custom ASICs vs GPUs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 20, 2025
NVIDIA, Trainium, and GPUs vs Custom ASICs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation 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 ServicesIndustrialsMar 25, 2025
NVIDIA & Generative AI Fundamentals
Former Accelerated Computing Leader at AWS
Partner Interview
NVIDIA•US•Mega CapAmazonGoogleMicrosoftOracleBroadcomOpenAIScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMission Critical Products & ServicesMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesMar 19, 2025
Raspberry Pi: Arduino Customer Acquisition Flow
Arduino Sales Consultant
Partner Interview
Raspberry Pi•GB•Small CapQt GroupBroadcomTexas InstrumentsInfineonAdvanced Micro DevicesNetwork EffectsInformation TechnologyMar 3, 2025
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Current CEO of a Raspberry Pi reseller
Partner Interview
Raspberry Pi•GB•Small CapQt GroupBroadcomTexas InstrumentsMicrochipInfineonNXP SemiconductorsSTMicroelectronicsNetwork EffectsInformation TechnologyFeb 24, 2025
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Former President at Arduino
Partner Interview
Raspberry Pi•GB•Small CapQt GroupAdvanced Micro DevicesBroadcomSTMicroelectronicsMicrochipNXP SemiconductorsRS GroupNetwork EffectsB2B MiddlemenInformation TechnologyIndustrialsFeb 12, 2025
Raspberry Pi Holdings: Edge AI Computing & Hailo
Former Director at Hailo Ai
Partner Interview
Raspberry Pi•GB•Small CapQt GroupNVIDIABroadcomSTMicroelectronicsInfineonNXP SemiconductorsMicrochipNetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyFeb 4, 2025
Raspberry Pi Architecture & Competitive Landscape
Current CEO of a Raspberry Pi reseller
Partner Interview
Raspberry Pi•GB•Small CapQt GroupNVIDIABroadcomSTMicroelectronicsInfineonNXP SemiconductorsMicrochipNetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyJan 21, 2025
Broadcom: VMWare Acquisition & Cloud Transition
Former Director at VMWare
Partner Interview
Broadcom•US•Mega CapVMwareMicrosoftGoogleCitrix SystemsNutanixAmazonSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Jan 7, 2025
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Carvana•US•Large CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics
Dec 30, 2024
Broadcom: Operating Philosophy & Culture
Former Product Management Executive at Broadcom.
Partner Interview
Broadcom•US•Mega CapNVIDIACiscoAlphawave IPGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryYou've reached the end