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Found 7 results in 3ms
Sep 24, 2025
Nebius Group: Yandex History & NeoCloud Business
Former Product Manager at Nebius Group
Partner Interview
Nebius GroupCoreWeaveAmazonGoogleMicrosoftScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 28, 2025
Microsoft: Copilot & AI Services
Former AI GTM Lead at Microsoft
Partner Interview
MicrosoftAmazonNVIDIAAdvanced Micro DevicesCoreWeaveGoogleMicrosoftAmazonNVIDIAAdvanced Micro DevicesCoreWeaveGoogleSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFeb 21, 2025
Core Scientific: from Bitcoin Mining to AI Data Centers
Former Executive at Core Scientific
Partner Interview
Core Scientific•US•Mid CapRiot PlatformsHIVE Digital Technologies LtdCanaan CreativeCredo TechnologyEquinixCoreWeaveHealth CareInformation TechnologyFinancialsReal Estate
Weekly update
Oct 9, 2024
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Danaher•US•Large CapAshtead TechnologyVitrolifeVeevaEcolabSalesforceFTAI AviationGE AerospaceNVIDIACoreWeaveIQVIABrenntagRepligenAtlas Engineered ProductsBuilders FirstSource
Oct 7, 2024
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Former Senior Executive at Lambda Labs
Partner Interview
Amazon•US•Mega CapNVIDIAApplied DigitalMicrosoftGoogleCore ScientificOracleMetaCoreWeaveLambda LabsSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication ServicesHealth CareWeekly update
Dec 22, 2023
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead Group
Dec 19, 2023
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
CoreWeave•US•Large CapMetaLambda LabsGoogleMicrosoftIntelAdvanced Micro DevicesNVIDIACadence BankAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyFinancialsConsumer DiscretionaryYou've reached the end