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Found 1000+ results in 5ms

Found 1000+ results in 5ms

Swiss Marketplace Group: Market Position, Lead Attribution & Transition to "Agentic" Search

Partner Interview

SMG Swiss Marketplace GroupMetaeBayScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal Estate

Swiss Marketplace Group: Cultural Friction, Market Stagnation, and the Off-Market Pivot

Partner Interview

SMG Swiss Marketplace GroupMetaeBayBaltic Classifieds GroupScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal Estate

Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon

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

Partner Interview

Google•US•Mega CapBroadcomNVIDIAMicrosoftMetaMediaTekAmazonNetwork EffectsProcess PowerSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

NVIDIA vs Google TPU: Training Performance per $ per Watt

Partner Interview

NVIDIA•US•Mega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAIProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

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

Partner Interview

Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Partner Interview

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

Thryv: SMB SaaS Pivot & Keap-Led Replatforming

Partner Interview

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

SK Hynix, Micron, & Data Center HBM Demand

Partner Interview

SK hynix•KR•Mega CapMicron Solutions, Inc.NVIDIASamsung C&T CorporationAdvanced Micro DevicesBroadcomGoogleAmazonMetaMicrosoftProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyHealth CareIndustrialsCommunication ServicesConsumer Discretionary

Vistra Corp, Talen Energy, & US Data Center Power

Partner Interview

Vistra•US•Large CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication Services

Kakao: Friends Feed & Advertising Oppotunity

Partner Interview

Kakao Corp.•KR•Mega CapTencentNAVERProsusMetaNetwork EffectsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary

Nebius Group: Toloka & GenAI Data

Partner Interview

Nebius GroupMetaOpenAIMicrosoftAmazonGoogleNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

Nebius: Toloka & Data Labeling

Partner Interview

Nebius GroupMetaMicrosoftGoogleOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesInformation Technology

Apple, Meta, Google: Smart Glasses Competition

Partner Interview

Meta•US•Mega CapAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology

Meta Oculus & Orion, Google Andriod XR & Wearable Computing Platforms

Partner Interview

Meta•US•Mega CapGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services

Shopee vs TikTok Shop & Southeast Asian Ecommerce

Partner Interview

Sea•SG•Large CapMetaTikTok ShopAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary

The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy

Partner Interview

The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuThe Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

The Trade Desk: AI Disruption

Partner Interview

The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaThe Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics

Partner Interview

The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinThe Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

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

Partner Interview

The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixThe Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Showing 20 of 1000 results

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