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Tencent: WeChat Agentic AI, Xiaowei & Mini Program Monetization

Partner Interview
Tencent•CN•Mega CapByteDanceMeituanOpenAIMetaNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

YouTube: Why Originals Were Shut Down and Live Sports Rights Bought

Partner Interview
Google•US•Mega CapMetaAmazonByteDanceNetflixNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

MercadoLibre & Shopee: Last-Mile Cost Structure & Crowdshipping Strategy in Brazil

Partner Interview
MercadoLibre•UY•Large CapShopeeSHEINTemuByteDanceCounter PositioningVertically Integrated Retailer
Oct 20, 2026

Shopee vs TikTok Shop: Cost to Serve

Partner Interview
Sea•SG•Large CapShopeeByteDanceOpenAINetwork EffectsVertically Integrated Retailer
Oct 16, 2026

AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD

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IP Interview
Amazon•US•Mega CapGoogleMicrosoftByteDanceCoreWeaveAnthropicOpenAINebius GroupWestern DigitalSamsung ElectronicsInternational Business MachinesNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

Shopee vs TikTok Shop: Philippine E-Commerce Market Share Dynamics

Partner Interview
ShopeeByteDanceTikTok ShopAlibaba
Oct 2, 2026

Shopee & TikTok Shop: Live Commerce, Discounting & Southeast Asia E-commerce

Partner Interview
Sea•SG•Large CapShopeeTikTok ShopByteDanceNetwork EffectsVertically Integrated Retailer
Sep 25, 2026

Allegro: Advertising Intensity, Smart! Program Economics & Competitive Moat

Partner Interview
Allegro•LU•Large CapTemuShopeeSHEINByteDanceAmazonCounter PositioningVertically Integrated Retailer
Sep 21, 2026

Shopee: 1P vs 3P Strategy, Fulfillment Penetration & SPX Logistics

Partner Interview
Sea•SG•Large CapShopeeMeituanTikTok ShopByteDanceNetwork EffectsVertically Integrated Retailer
Sep 15, 2026

Shopee & TikTok Shop: Southeast Asia E-Commerce Competitive Dynamics

Partner Interview
Sea•SG•Large CapShopeeOpenAITemuSHEINByteDanceCounter PositioningVertically Integrated Retailer
Sep 8, 2026

Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics

Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicGoogleOpenAIAmazonByteDanceLambda LabsCoreWeaveNVIDIASwitching CostsPhysical Infra & Networks
Aug 20, 2026

AppLovin E-Commerce Advertising: A Beauty Brand's Perspective

Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsMarketplaces & Platforms
Jul 7, 2026

Coupang: AI-Driven Advertising & Video Commerce Strategy

Partner Interview
Coupang Inc•US•Large CapKlaviyoAmazonByteDanceNetwork EffectsPhysical Infra & Networks
May 13, 2026

Futu Holdings & Interactive Brokers: Asian Retail Brokerage Platforms

Partner Interview
Futu•HK•Large CapByteDanceInteractive BrokersTencent
Apr 4, 2026

Coupang: Korean E-Commerce Ad Sales

Partner Interview
Coupang Inc•US•Large CapTikTok ShopAmazonSeaByteDanceNetwork EffectsVertically Integrated Retailer
Dec 8, 2025

Baidu, Douyin, & the Chinese Search Market

Partner Interview
Baidu•CN•Large CapProsusTencentGoogleByteDanceNetwork EffectsMarketplaces & Platforms
Nov 25, 2025

Shopee: Indonesia Competitive Environment

Partner Interview
Sea•SG•Large CapByteDanceAlibabaNetwork EffectsVertically Integrated Retailer
Sep 10, 2025

The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends

Partner Interview
The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsMarketplaces & Platforms
Jul 8, 2025

The Trade Desk: Navigating CTV Consolidation

Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsMarketplaces & Platforms
Jun 19, 2025

Wayfair vs TEMU: Competing for Small Ticket Items

Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningVertically Integrated Retailer
Mar 31, 2025

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