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Nov 15, 2025

Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation

Former Engineering Leader at American Airlines
Partner Interview
GoogleUSMega CapMicrosoftAmazonInternational Business MachinesOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerB2B SoftwareInformation TechnologyCommunication ServicesConsumer Discretionary
Oct 29, 2025

Cellebrite: Pathfinder Product Origins

Former Executive at Cellebrite
IP Icon
IP Interview
Cellebrite DIILSmall CapNuixInternational Business MachinesThoma BravoMagnet ForensicsPalantirInformation Technology
Aug 24, 2025

TSMC: Yield, PDK Discipline & Pricing Power

Former Engineer at AMD
Partner Interview
TSMCTWMega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityScale EconomiesNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Mar 25, 2025

KX: Data Processing Efficiency

Former Product Marketing Executive at KX
Partner Interview
KXUSSmall CapDatabricksSnowflakeAmazonMicrosoftInternational Business MachinesGoogleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsEnergyInformation TechnologyConsumer DiscretionaryCommunication Services
Mar 7, 2025

KX: Growth Challenges Beyond Financial Services

Former Director of Sales at KX
Partner Interview
KXUSSmall CapGoogleMicrosoftAmazonInternational Business MachinesNetwork EffectsSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesEnergyInformation TechnologyConsumer Discretionary

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