Explore our full content library.

Found 1000+ results in 9ms

Jan 31, 2026

Broadcom & Google TPU: SerDes IP, Power Efficiency & Vertical Integration Strategy

Former Senior Director of Engineering at Broadcom Inc

Google•US•Mega CapBroadcomNVIDIAMicrosoftMetaMediaTekAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

Jan 27, 2026

Magnite: Pricing, Win Rates & Platform Performance vs Trade Desk

Current APAC Publisher on Magnite

Partner Interview

Magnite•US•Mid CapPubMaticThe Trade DeskGoogleAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

Jan 26, 2026

TSMC, Samsung, Intel & Leading Edge Node Competition

Former Vice President at Samsung Semiconductor

Partner Interview

Taiwan Semiconductor Manufacturing Company Limited•TW•Mega CapSamsung ElectronicsKLAIntelNVIDIAGoogleSwitching CostsProcess PowerNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Jan 21, 2026

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

Former Senior Vice President at Qualcomm

Partner Interview

TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services

Jan 20, 2026

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Former Generative AI Director at Amazon Web Services

Partner Interview

Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Dec 28, 2025

Qualcomm, Apple, & High Performance Computing

Former Senior Executive at Qualcomm

Partner Interview

Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Dec 21, 2025

Adyen vs Stripe: Competitive Positioning

Former Head of Enterprise Payments at Stripe and Google Pay

Partner Interview

Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer Discretionary

Dec 19, 2025

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Former Chip Engineer at Google

Partner Interview

Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary

Dec 17, 2025

GitLab & AI Disruption

Former VP of Products

Partner Interview

GitLab•US•Mid CapGitHubAtlassianSmartsheetMicrosoftGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services

Dec 16, 2025

Thryv: SMB SaaS Pivot & Keap-Led Replatforming

Former Director of Product Marketing at Thryv

Partner Interview

Thryv•US•Small CapMicrosoftSamsung ElectronicsHubSpotStripeGoogleMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyConsumer Discretionary

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 Technology

Showing 20 of 1000 results

Explore our full content library.

Broadcom & Google TPU: SerDes IP, Power Efficiency & Vertical Integration Strategy

Magnite: Pricing, Win Rates & Platform Performance vs Trade Desk

TSMC, Samsung, Intel & Leading Edge Node Competition

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

NVIDIA vs Google TPU: Training Performance per $ per Watt

The Trade Desk: Cost Perception & Independence

Amazon Ads Evolution & DSP Share Gains

Zeta Global: Marketing Platform Economics, Pricing & Competition

NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing

Google: TPU & Broadcom Relationship

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI

NVIDIA, Trainium, Claude Training & Inference Demand

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Qualcomm, Apple, & High Performance Computing

Adyen vs Stripe: Competitive Positioning

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

GitLab & AI Disruption

Thryv: SMB SaaS Pivot & Keap-Led Replatforming

GCP, AWS: Vertical Integration & Leadership Culture