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Meta: WhatsApp Business Monetization, BSP Economics & APAC Growth
Sep 24, 2026
Sep 24, 2026
AWS and Anthropic Relationship & AI Backlog Risk
Sep 22, 2026
Sep 22, 2026
Palantir Foundry: Ontology, AIP & Enterprise Go-To-Market Strategy
Sep 22, 2026
Partner Interview
Palantir•US•Mega CapDatabricksOpenAIAnthropicSwitching CostsB2B SoftwareSep 22, 2026
Alphabet: Talent Retention & Frontier Model Competition
Sep 21, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & NetworksSep 21, 2026
WhatsApp Business: Monetization Model, BSP Ecosystem & Revenue Runway
Sep 18, 2026
Sep 18, 2026
Adyen: Sales Organization, Innovation Gaps & Competitive Positioning
Sep 17, 2026
Partner Interview
Adyen•NL•Large CapWorldpayCheckout.comOpenAIIntercomStripeFiservNetwork EffectsMarketplaces & PlatformsSep 17, 2026
Weekly update
Frontier LLMs & Claude vs Harvey, QXO, Shopify, FICO
Sep 16, 2026
AnthropicOpenAIGoogleNetwork EffectsMarketplaces & Platforms
Sep 16, 2026
Frontier LLM Inference: Margins, Commodification & Vertical Integration
Sep 15, 2026
Sep 15, 2026
Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling
Sep 14, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & NetworksSep 14, 2026
Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI
Sep 11, 2026
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & NetworksSep 11, 2026
Business Wire, Cision & Access Newswire: IR vs PR Newswire Strategy
Sep 11, 2026
Partner Interview
Access Newswire•US•Small CapOpenAIAnthropicBerkshire HathawayScale EconomiesInsurers & FinancialsSep 11, 2026
Shopee & TikTok Shop: Southeast Asia E-Commerce Competitive Dynamics
Sep 8, 2026
Partner Interview
Sea•SG•Large CapShopeeOpenAITemuSHEINByteDanceCounter PositioningVertically Integrated RetailerSep 8, 2026
Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage
Sep 8, 2026
Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & NetworksSep 8, 2026
Datadog vs Dynatrace: Cloud-Native Observability Competition
Aug 28, 2026
Partner Interview
Datadog•US•Large CapAnthropicAppDynamicsClickHouseOpenAIDynatraceSwitching CostsB2B SoftwareAug 28, 2026
AI Data Center ROIC & GPU Pricing Framework
Aug 25, 2026
Partner Interview
Nebius Group•NL•Large CapGoogleCoreWeaveOpenAIAnthropicAmazonMicrosoftNVIDIAOracleSwitching CostsPhysical Infra & NetworksAug 25, 2026
Intel 14A vs TSMC A14: Advanced Node Competition & Customer Adoption
Aug 24, 2026
Partner Interview
Intel•US•Mega CapSK hynixASMLTSMCOpenAIAnthropicCoreWeaveAmazonGoogleNVIDIASwitching CostsMission Critical Products & ServicesAug 24, 2026
Microsoft, CoreWeave & the Economics of Neocloud Compute
Aug 24, 2026
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveNebius GroupOracleAnthropicSwitching CostsPhysical Infra & NetworksAug 24, 2026
Constellation Software & Vertical EHR: AI Opportunity in Senior Care Software
Aug 24, 2026
Partner Interview
Constellation Software•CA•Large CapAnthropicOpenAISwitching CostsB2B SoftwareAug 24, 2026
AWS: AI Data Center Economics, CapEx, Trainium & TAAS
Aug 23, 2026
Partner Interview
Amazon•US•Mega CapAnthropicCoreWeaveOpenAIGoogleNebius GroupNVIDIAMicrosoftSwitching CostsPhysical Infra & NetworksAug 23, 2026
ARM vs RISC-V: Long-Term Competitive Dynamics in the Data Center
Aug 20, 2026
Partner Interview
Arm•GB•Mega CapOpenAIQualcommNVIDIAGoogleAmazonNetwork EffectsPhysical Infra & NetworksAug 20, 2026
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