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DoorDash: Owning the Full Restaurant Operating Stack
Aug 13, 2026
Partner Interview
DoorDash•US•Large CapOpenTableOpenAIAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyAug 13, 2026
Coupang vs Naver: Delivery Speed, Price Matching & Competitive Dynamics
Aug 10, 2026
Partner Interview
Coupang Inc•US•Large CapNAVERAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesAug 10, 2026
FedEx Freight Spin-off: Sales Strategy, Network Investment & LTL Competition
Aug 10, 2026
Partner Interview
Old Dominion Freight Line•US•Large CapAmazonEcho Global LogisticsFedEx Freight Holding Company, Inc.FedExSaiaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsCommunication ServicesAug 10, 2026
P&G & SAP S/4HANA: A $125M Enterprise Migration to Azure
Aug 9, 2026
Partner Interview
Sap Se•DE•Mega CapOpenAIDXC TechnologyMicrosoftAmazonGoogleOracleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesAug 9, 2026
Amazon LTL Entry & the Threat to Established LTL Carriers
Aug 6, 2026
Partner Interview
Amazon•US•Mega CapFedExOld Dominion Freight LineXPOSaiaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsAug 6, 2026
Coupang: Building a 2P Fulfillment Business in Korea
Jul 31, 2026
Partner Interview
Coupang Inc•US•Large CapShopeeAmazonSeaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 31, 2026
DoorDash Grocery: Unit Economics, Merchant Selection & Growth Runway
Jul 29, 2026
Partner Interview
DoorDash•US•Large CapInstacartAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyJul 29, 2026
Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU
Jul 27, 2026
Partner Interview
Arm•GB•Mega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 27, 2026
Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy
Jul 24, 2026
Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 24, 2026
ARM Holdings: Competitive Positioning, RISC-V Threats & Royalty Strategy
Jul 20, 2026
Partner Interview
Arm•GB•Mega CapAmazonGoogleNVIDIAQualcommInfineonAdvanced Micro DevicesIntelNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 2026
SAP RISE: A Colgate-Palmolive Customer's Perspective
Jul 20, 2026
Partner Interview
Sap Se•DE•Mega CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 2026
AppLovin E-Commerce Advertising: A Performance Agency's Perspective
Jul 20, 2026
Partner Interview
Applovin•US•Large CapThe Trade DeskAmazonMetaNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
The Trade Desk vs Amazon DSP: A Media Buyer's Perspective on Budget Allocation
Jul 20, 2026
Partner Interview
The Trade Desk•US•Mid CapMagniteInstacartStackAdaptRokuDoorDashAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
Zeta Global: Agency Perspective on Data Cloud & DSP Performance
Jul 17, 2026
Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskStackAdaptNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 17, 2026
SK Hynix: HBM Technology Advantage & Long-Term Demand Outlook
Jul 17, 2026
Partner Interview
SK hynix•KR•Mega CapASMLIntelTSMCNVIDIAGoogleMicron TechnologyAmazonSamsung ElectronicsProcess PowerSwitching CostsNetwork EffectsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 17, 2026
Weekly update
Wise, Hyperscalers vs Labs, Meta
Jul 15, 2026
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 15, 2026
Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics
Jul 13, 2026
Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 13, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Jul 7, 2026
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Jul 7, 2026
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Jul 7, 2026
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
Showing 20 of 397 results