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Nebius Group: Leadership Quality & Long-Term AI Cloud Economics

Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Jul 6, 2026

SAP S/4HANA Migration: Make vs Buy with AI & Reducing SaaS Spend

Partner Interview
Sap Se•DE•Mega CapAnthropicDatabricksOpenAIMicrosoftServiceNowDassault SystèmesSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Jun 16, 2026

Workiva: AI Disruption Risk to Financial Reporting & GRC

Partner Interview
Workiva•US•Mid CapDatabricksOpenAIServiceNowSwitching CostsB2B SoftwareInformation Technology
Jun 11, 2026

Workday: Customer API Strategy & Internal AI Agent Development

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IP Interview
Workday•US•Large CapOpenAIDatabricksUKGOracleSap SeSwitching CostsB2B SoftwareInformation Technology
May 30, 2026

Microsoft Dynamics 365: Winning Back Salesforce Customers with Copilot & ROI

Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicGitHubDatabricksSalesforceSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation Technology
May 27, 2026

SAP S/4HANA: Customer Experience Migrating to RISE

Partner Interview
Sap Se•DE•Mega CapDatabricksBlue YonderOracleServiceNowWorkdaySwitching CostsB2B SoftwareInformation Technology
May 20, 2026

Workday: Agents vs In-House Development Customer Case Study

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IP Interview
Workday•US•Large CapOpenAIDatabricksUKGSap SeOracleSwitching CostsB2B SoftwareInformation Technology
May 15, 2026

Microsoft AI: Enterprise Sales, Copilot Adoption & Distribution Moat

Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
May 4, 2026

SAP: Leadership Challenges, AI Strategy & Sovereign Cloud Execution

Partner Interview
Sap Se•DE•Mega CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services
Apr 27, 2026

SAP S/4HANA Migration: Customization, Cloud Strategy & Multi-Year Implementation

Partner Interview
Sap Se•DE•Mega CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Mar 20, 2026

Salesforce, Informatica & Building Context for Agentic Workflows

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IP Interview
Salesforce•US•Large CapDatabricksOpenAIFivetranSnowflakeOracleMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyFinancials
Mar 17, 2026

Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning

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IP Interview
Salesforce•US•Large CapAnthropicOpenAIDatabricksConstellation SoftwareCHAPTERSTopicusMicrosoftServiceNowSwitching CostsB2B SoftwareSerial AcquirerPhysical Infra & NetworksInformation TechnologyHealth Care
Feb 25, 2026

KX: Data Processing Efficiency

Partner Interview
KX•US•Small CapDatabricksSnowflakeAmazonMicrosoftInternational Business MachinesGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsEnergyInformation TechnologyConsumer DiscretionaryCommunication Services
Mar 25, 2025
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Weekly update

Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping

Procore•US•Mid CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGE AerospaceSafranTransDigm Group
Aug 7, 2024

MongoDB, Snowflake vs Databricks and the GenAI Tech Stack

Partner Interview
MongoDB•US•Large CapElasticPineconeSnowflakeDatabricksOracleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Aug 5, 2024
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Weekly update

Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet

Burford Capital•GG•Small CapThe GymEvolutionWayfairFortinetSnowflakeAmazonDatadogDatabricksHilton Grand VacationsZscalerCisco
Dec 13, 2023

DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow

Partner Interview
Datadog•US•Large CapHashiCorpSnowflakeDatabricksCapital One FinancialSwitching CostsB2B SoftwareInformation TechnologyFinancials
Dec 12, 2023

Cloud Migration: Base vs Burst Workloads & Cost Management

Partner Interview
Microsoft•US•Mega CapSap SeAmazonOracleGoogleSnowflakeDatabricksSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Aug 17, 2023

Snowflake: Pace Of Innovation & Next Growth Vectors

Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer Discretionary
Aug 14, 2023

Snowflake: IaaS vs PaaS & Analytics Budgets

Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftGoogleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 26, 2023

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