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Jun 11, 2026
Google Search: Culture, ChatGPT Panic & AI Overrotation
Partner Interview
Google•US•Mega CapAnthropicOpenAIBooking HoldingsExpediaNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryJun 11, 2026
Workiva: AI Disruption Risk to Financial Reporting & GRC
Partner Interview
Workiva•US•Mid CapDatabricksOpenAIServiceNowSwitching CostsB2B SoftwareInformation TechnologyJun 8, 2026
Marvell vs Broadcom: The 1.6T Optical DSP Market Share Battle
Partner Interview
Marvell Technology•US•Mega CapLumentumCoherentAnthropicOpenAIAstera LabsBroadcomGoogleMicrosoftAmazonNVIDIANetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 5, 2026
CCC Intelligent Solutions: Proprietary Data Moat & AI Risk
Weekly update
Jun 4, 2026
Accenture and SI Economics & Markel Insurance CEO References
WorkdayMarkelOpenAIOracleWorkdayMarkelOpenAIOracle
May 30, 2026
Workday: Customer API Strategy & Internal AI Agent Development
May 28, 2026
Salesforce Agentforce: Implementation Challenges & Customer Adoption
Weekly update
May 28, 2026
AWS vs OpenAI, CoStar, & Constellation’s AI Risk
AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle
May 27, 2026
AWS Bedrock: Infrastructure Moat vs Model Provider Competition
May 27, 2026
Workday & Accenture: Agentic AI Impact on System Integration
May 27, 2026
Microsoft Dynamics 365: Winning Back Salesforce Customers with Copilot & ROI
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicGitHubDatabricksSalesforceSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation TechnologyMay 26, 2026
Workday: Implementation Costs & Accenture Agent Deployment
May 26, 2026
Moody's Banking Solutions: Switching Costs, nCino Competition & End-to-End Platform Strategy
Partner Interview
Moodys•US•Large CapOpenAInCinoDun BradstreetFinancialsInformation TechnologyIndustrialsMay 15, 2026
Workday: Agents vs In-House Development Customer Case Study
May 15, 2026
Reddit: Core Ads Monetization, Search, & International Growth Opportunities
Partner Interview
Reddit•US•Large CapOpenAIAnthropicCommunication ServicesMay 12, 2026
Atlassian: R&D Efficiency, Culture & The AI-Native Development Shift
Partner Interview
Atlassian•AU•Large CapOpenAIAnthropicSwitching CostsB2B SoftwareInformation TechnologyMay 4, 2026
Microsoft AI: Enterprise Sales, Copilot Adoption & Distribution Moat
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesMay 1, 2026
Intercom & LLMs in Customer Support: Architecture & The Future of CRM Integration
Apr 30, 2026
ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition
Partner Interview
ServiceTitan, Inc.•US•Mid CapAnthropicOpenAIFigmaInformation TechnologyMaterialsApr 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 ServicesShowing 20 of 1000 results