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Shopee & TikTok Shop: Live Commerce, Discounting & Southeast Asia E-commerce
Sep 25, 2026
Partner Interview
Sea•SG•Large CapShopeeTikTok ShopByteDanceNetwork EffectsVertically Integrated RetailerSep 25, 2026
Allegro: Advertising Intensity, Smart! Program Economics & Competitive Moat
Sep 21, 2026
Partner Interview
Allegro•LU•Mid CapTemuShopeeSHEINByteDanceAmazonCounter PositioningVertically Integrated RetailerSep 21, 2026
Shopee: 1P vs 3P Strategy, Fulfillment Penetration & SPX Logistics
Sep 15, 2026
Partner Interview
Sea•SG•Large CapShopeeMeituanTikTok ShopByteDanceNetwork EffectsVertically Integrated RetailerSep 15, 2026
Shopee & TikTok Shop: Southeast Asia E-Commerce Competitive Dynamics
Sep 8, 2026
Partner Interview
Sea•SG•Large CapShopeeOpenAITemuSHEINByteDanceCounter PositioningVertically Integrated RetailerSep 8, 2026
Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics
Aug 20, 2026
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveAnthropicLambda LabsByteDanceNebius GroupNVIDIASwitching CostsPhysical Infra & NetworksAug 20, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Jul 7, 2026
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsMarketplaces & PlatformsJul 7, 2026
Coupang: AI-Driven Advertising & Video Commerce Strategy
May 13, 2026
Partner Interview
Coupang Inc•US•Large CapKlaviyoAmazonByteDanceNetwork EffectsPhysical Infra & NetworksMay 13, 2026
Futu Holdings & Interactive Brokers: Asian Retail Brokerage Platforms
Apr 4, 2026
Partner Interview
Futu•HK•Large CapByteDanceInteractive BrokersTencentApr 4, 2026
Coupang: Korean E-Commerce Ad Sales
Dec 8, 2025
Partner Interview
Coupang Inc•US•Large CapTikTok ShopAmazonSeaByteDanceNetwork EffectsVertically Integrated RetailerDec 8, 2025
Baidu, Douyin, & the Chinese Search Market
Nov 25, 2025
Partner Interview
Baidu•CN•Large CapProsusTencentGoogleByteDanceNetwork EffectsMarketplaces & PlatformsNov 25, 2025
Shopee: Indonesia Competitive Environment
Sep 10, 2025
Partner Interview
Sea•SG•Large CapByteDanceAlibabaNetwork EffectsVertically Integrated RetailerSep 10, 2025
The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends
Jul 8, 2025
Partner Interview
The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsMarketplaces & PlatformsJul 8, 2025
The Trade Desk: Navigating CTV Consolidation
Jun 19, 2025
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsMarketplaces & PlatformsJun 19, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Mar 31, 2025
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningVertically Integrated RetailerMar 31, 2025
Weekly update
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
May 23, 2024
AppFolio•US•Mid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimanoSwitching CostsSerial Acquirer
May 23, 2024
Douyin, PDD, Taobao, & JD: a Merchant Perspective
May 20, 2024
Partner Interview
ByteDancePDD HoldingsAlibabaJD.comAmazonShopifySwitching CostsB2B SoftwareMay 20, 2024
Weekly update
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Apr 19, 2023
Amazon•US•Mega CapMicrosoftGoogleADPMaByteDanceLifcoDiplomaHEICOConstellation SoftwareDanaherSwitching CostsMission Critical Products & Services
Apr 19, 2023
YouTube, Twitch, & Live-Video Monetisation
Apr 13, 2023
Partner Interview
Google•US•Mega CapAmazonByteDanceNetwork EffectsPhysical Infra & NetworksApr 13, 2023
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