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May 12, 2026

Atlassian: R&D Efficiency, Culture & The AI-Native Development Shift

Partner Interview
AtlassianAULarge CapOpenAIAnthropicSwitching CostsB2B SoftwareInformation Technology
May 4, 2026

Microsoft Copilot: Enterprise Adoption, Pricing Strategy & Distribution Moat

Partner Interview
MicrosoftUSMega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
May 1, 2026

Intercom & LLMs in Customer Support: Architecture & The Future of CRM Integration

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IP Interview
ServiceNowUSLarge CapSalesforceHubSpotIntercomOpenAISwitching CostsB2B SoftwareInformation TechnologyConsumer Discretionary
Apr 30, 2026

ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition

Partner Interview
ServiceTitan, Inc.USMid CapAnthropicOpenAIFigmaInformation TechnologyMaterials
Apr 28, 2026

OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection

Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
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Weekly update
Apr 28, 2026

Q1 26 Top Interviews: SAP, SaaS & the Agentic ERP

Sap SeDELarge CapGoogleMicrosoftAnthropicOpenAIConstellation Software
Apr 27, 2026

SAP: Leadership Challenges, Sovereign Cloud & AI Strategy

Partner Interview
Sap SeDELarge CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services
Apr 26, 2026

Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model

Partner Interview
Booking HoldingsUSLarge CapOpenAIGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 25, 2026

AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning

Partner Interview
AmazonUSMega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 24, 2026

Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure

Partner Interview
MicrosoftUSMega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer Discretionary
Apr 24, 2026

Booking.com: Supply Aggregation, PMS Integration & AI Competitive Threats

Partner Interview
Booking HoldingsUSLarge CapOpenAIAnthropicExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 22, 2026

The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency

Partner Interview
The Trade DeskUSLarge CapAmazonGoogleOpenAIPubMaticWPPOmnicomPublicis GroupeNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 20, 2026

The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing

Partner Interview
The Trade DeskUSLarge CapAmazonGoogleWPPOmnicomPubMaticMagniteOpenAINetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 16, 2026

Atlassian: Enterprise Sales Transformation & System of Work Strategy

Partner Interview
AtlassianAULarge CapOpenAImondaycomMicrosoftGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Apr 15, 2026

Atlassian at Bosch: Enterprise Adoption, Cloud Migration Barriers & AI Integration

Partner Interview
AtlassianAULarge CapMicrosoftOpenAIAnthropicGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Mar 17, 2026

Salesforce, Informatica & Building Context for Agentic Workflows

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IP Interview
SalesforceUSLarge CapDatabricksOpenAIFivetranSnowflakeOracleMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyFinancials
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Weekly update
Mar 9, 2026

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

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Feb 25, 2026

Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning

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IP Interview
SalesforceUSLarge CapAnthropicOpenAIDatabricksConstellation SoftwareCHAPTERSTopicusMicrosoftServiceNowSwitching CostsB2B SoftwareSerial AcquirerPhysical Infra & NetworksInformation TechnologyHealth Care
Jan 20, 2026

NVIDIA vs Google TPU: Training Performance per $ per Watt

Partner Interview
NVIDIAUSMega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAIProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 6, 2026

Google: TPU & Broadcom Relationship

Partner Interview
GoogleUSMega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer Discretionary

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