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NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective
Oct 20, 2026
Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & NetworksOct 20, 2026
Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints
Oct 9, 2026
Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & ServicesOct 9, 2026
Chromalloy & FTAI Aviation: CFM56 HPT Blade PMA Development
Oct 8, 2026
Partner Interview
FTAI Aviation•US•Large CapChromalloySpaceXSafranGeneral Electric CompanyHowmet AerospaceScale EconomiesMission Critical Products & ServicesOct 8, 2026
AWS: AI Server Payback & Neocloud Competition
Sep 23, 2026
Partner Interview
Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching CostsPhysical Infra & NetworksSep 23, 2026
Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI
Sep 11, 2026
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & NetworksSep 11, 2026
Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage
Sep 8, 2026
Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & NetworksSep 8, 2026
Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics
Jul 13, 2026
Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaNetwork EffectsPhysical Infra & NetworksJul 13, 2026
Woodward Inc: Winning Airbus Content & Aftermarket Economics
Jul 6, 2026
Partner Interview
Woodward•US•Large CapSpaceXTriumph GroupAirbusTransDigm GroupProcess PowerMission Critical Products & ServicesJul 6, 2026
Starlink, EchoStar & the S-Band Spectrum Acquisition Strategy
Jun 17, 2026
Partner Interview
SpaceX•USGlobalstarIridium CommunicationsEchoStarAST SpaceMobileViasatJun 17, 2026
SpaceX: Mission Operations, Business Model & Culture
Nov 29, 2023
Partner Interview
SpaceX•USNov 29, 2023
Weekly update
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Nov 28, 2023
Howden Joinery•GB•Mid CapInstalcoSpaceXAmazonFortinetBravidaCostco WholesaleHEICOWayfairKelly Partners GroupConstellation SoftwareTransDigm GroupBurford CapitalJudges ScientificSwitching CostsSerial Acquirer
Nov 28, 2023
Weekly update
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Aug 31, 2023
HEICO•US•Large CapCarvanaSpaceXMainfreightAirbusCarMaxHoneywellKeywords StudiosElectronic ArtsCornered ResourceLow Cost Operators
Aug 31, 2023
SpaceX: Understanding Starlink
Aug 24, 2023
Partner Interview
SpaceX•USAmazonNetwork EffectsPhysical Infra & NetworksAug 24, 2023
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