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The Trade Desk vs Amazon DSP: Platform Selection
Jul 3, 2026
Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer DiscretionaryJul 3, 2026
Allegro: Governance & Category Expansion
Jan 21, 2026
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 21, 2026
Allegro: Amazon Poland GMV Trajectory & Marketplace Mix
Jan 15, 2026
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 15, 2026
Amazon: Poland Retail Launch & Allegro
Dec 23, 2025
Dec 23, 2025
Allegro: 1P Operations & Logistics Economics
Dec 9, 2025
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 9, 2025
Allegro: Chinese Merchants & Temu Competition
Dec 8, 2025
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 8, 2025
Sea Limited: The Shopee Brazil Playbook
Jun 23, 2025
Partner Interview
SeaShopeeMercadoLibreAmazonTemuMagazine LuizaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation TechnologyJun 23, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Mar 31, 2025
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation TechnologyConsumer StaplesMar 31, 2025
Wayfair: Market Share & Competitive Intelligence
Dec 23, 2024
Partner Interview
Wayfair•US•Large CapTemuPDD HoldingsWilliams-SonomaThe Home DepotTargetAmazonPottery BarnOverstockRHCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer DiscretionaryConsumer StaplesDec 23, 2024
Weekly update
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Dec 22, 2023
ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead Group
Dec 22, 2023
Amazon vs Temu: Business Model & Logistics
Dec 19, 2023
Partner Interview
Amazon•US•Mega CapTemuSHEINShopifyTargetWalmartCounter PositioningSwitching CostsNetwork EffectsScale EconomiesVertically Integrated RetailerB2B SoftwarePhysical Infra & NetworksCommunication ServicesInformation TechnologyConsumer DiscretionaryConsumer StaplesDec 19, 2023
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