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Nebius: EMEA Go-to-Market Strategy & Hyperscaler Competition

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Nebius Group•NL•Large CapCoreWeaveLambda LabsRevolutOpenAIAnthropicSpaceXAmazonMicrosoftGoogleMetaNetwork EffectsPhysical Infra & Networks
Nov 6, 2026

Magnite vs The Trade Desk: SSP Demand Aggregation & OpenPath Direct Deals

Partner Interview
Magnite•US•Mid CapOpenAIStackAdaptAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Nov 6, 2026

CoStar Homes.com vs Zillow: Agent Lead Flow & Fee Structure

Partner Interview
CoStar Group•US•Large CapZillowOpenAINetwork EffectsAuctions & Classifieds
Nov 4, 2026

Tencent: WeChat Agentic AI, Xiaowei & Mini Program Monetization

Partner Interview
Tencent•CN•Mega CapByteDanceMeituanOpenAIMetaNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

SAP: AI Competition, Joule & Partner-Built Transformation Tools

Partner Interview
Sap Se•DE•Mega CapAnthropicOpenAIDatabricksMicrosoftSwitching CostsB2B Software
Oct 27, 2026

Synopsys & Cadence: In-House AI EDA Tools at Hyperscalers and Chip Designers

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Synopsys•US•Large CapCadence Design SystemsOpenAIAnthropicNVIDIASwitching CostsB2B Software
Oct 27, 2026

EliseAI vs AppFolio: AI-Native Challenger Meets Property Management Incumbent

Partner Interview
AppFolio•US•Mid CapEliseAIOpenAIAnthropicYardiSwitching CostsB2B Software
Oct 27, 2026

Intel & AMD: x86 vs Arm in the Agentic AI CPU Market

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Intel Corporation•US•Mega CapAdvanced Micro DevicesOpenAIAnthropicArmNVIDIATSMCAmazonSwitching CostsMission Critical Products & Services
Oct 27, 2026

Adyen: Competitive Moat Erosion as Stripe Closes the Gap

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Adyen•NL•Large CapCheckout.comWorldpayOpenAIAnthropicBraintreeStripeNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

Autodesk vs LLM-Built Custom Tools: An Architecture Firm's Perspective

Partner Interview
Autodesk•US•Large CapOpenAIAnthropicNemetschekSwitching CostsB2B Software
Oct 26, 2026

CoreWeave & Neoclouds: Financing Risk, Contract Renewals & GPU Depreciation

Partner Interview
OpenAIAnthropicCoreWeaveNebius GroupAmazonMicrosoftGoogleIRENNetwork EffectsPhysical Infra & Networks
Oct 26, 2026

NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective

Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & Networks
Oct 20, 2026

Autodesk: Revit Incumbency & the AI Design Software Threat

Partner Interview
Autodesk•US•Large CapOpenAISwitching CostsB2B Software
Oct 19, 2026

Shopee vs TikTok Shop: Cost to Serve

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Sea•SG•Large CapShopeeByteDanceOpenAINetwork EffectsVertically Integrated Retailer
Oct 16, 2026

SAP: Business Data Cloud, Joule & Enterprise AI Governance

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Sap Se•DE•Mega CapDatabricksOpenAIAnthropicSnowflakeOracleSwitching CostsB2B Software
Oct 16, 2026

AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD

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Amazon•US•Mega CapGoogleMicrosoftByteDanceCoreWeaveAnthropicOpenAINebius GroupWestern DigitalSamsung ElectronicsInternational Business MachinesNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

AWS vs CoreWeave: Power Procurement for AI Data Centers

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CoreWeave•US•Large CapOpenAIAnthropicAmazonNebius GroupMicrosoftGoogleTalen Energy CorporationNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

Dynatrace vs Datadog: Consumption Pricing & Go-To-Market Execution

Partner Interview
Datadog•US•Large CapOpenAIDynatraceAppDynamicsSplunkSwitching CostsB2B Software
Oct 13, 2026

Klarna: Dropping Salesforce, Data Restructuring & the AI Operating Model

Partner Interview
Klarna Group plc•GB•Mid CapSalesforceAnthropicOpenAISwitching CostsB2B Software
Oct 12, 2026

Trustpilot: Geographic Expansion, Network Effects & the Flywheel Challenge

Partner Interview
Trustpilot•GB•Small CapAnthropicOpenAI
Oct 2, 2026

Showing 20 of 126 results