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Jul 14, 2026

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

Partner Interview

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

Mar 31, 2026

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

Weekly update

Mar 9, 2026

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

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon

Jan 31, 2026

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

Jan 20, 2026

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

Dec 30, 2025

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

Dec 19, 2025

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

Dec 16, 2025

Thryv: SMB SaaS Pivot & Keap-Led Replatforming

Partner Interview

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

Nov 25, 2025

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

Nov 24, 2025

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

Nov 22, 2025

Kakao: Friends Feed & Advertising Oppotunity

Partner Interview

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

Oct 2, 2025

Nebius Group: Toloka & GenAI Data

Partner Interview

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

Sep 24, 2025

Nebius: Toloka & Data Labeling

Partner Interview

Nebius GroupMetaMicrosoftGoogleOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesInformation Technology

Sep 10, 2025

Apple, Meta, Google: Smart Glasses Competition

Partner Interview

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

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Explore our full content library.

Meta Reality Labs: Hardware Investment Strategy & Product Roadmap Economics

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Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy

AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity

AppLovin E-Commerce Advertising: A Beauty Brand's Perspective

CoreWeave, Nebius & the Neocloud Value Chain

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

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

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

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

NVIDIA vs Google TPU: Training Performance per $ per Watt

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

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Thryv: SMB SaaS Pivot & Keap-Led Replatforming

SK Hynix, Micron, & Data Center HBM Demand

Vistra Corp, Talen Energy, & US Data Center Power

Kakao: Friends Feed & Advertising Oppotunity

Nebius Group: Toloka & GenAI Data

Nebius: Toloka & Data Labeling

Apple, Meta, Google: Smart Glasses Competition