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Feb 17, 2026

Broadcom & Google TPU: SerDes IP, Power Efficiency & Vertical Integration Strategy

Former Senior Director of Engineering at Broadcom Inc

Partner Interview

Google•US•Mega CapBroadcomNVIDIAMicrosoftMetaMediaTekAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

Jan 29, 2026

Shopify vs Salesforce Commerce Cloud: TCO, Customization & Enterprise Fit

Former Senior Enterprise Account Executive at Shopify

Partner Interview

Shopify•CA•Mega CapAmazonSalesforceSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary

Jan 27, 2026

Magnite: Pricing, Win Rates & Platform Performance vs Trade Desk

Current APAC Publisher on Magnite

Partner Interview

Magnite•US•Mid CapPubMaticThe Trade DeskGoogleAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

Jan 23, 2026

TKO Group Holdings: NFL, UFC, & US Sports Rights Value

Former VP of Programming at ESPN

Partner Interview

TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningBrand EquitySwitching CostsScale EconomiesNetwork EffectsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology

Jan 21, 2026

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

Former Senior Vice President at Qualcomm

Partner Interview

TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services

Jan 21, 2026

DoorDash: DashPass Product Offering and Growth Opportunity

Former Product Lead at DoorDash

Partner Interview

DoorDash•US•Large CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer Staples

Jan 21, 2026

Allegro: Governance & Category Expansion

Former Allegro CEO

Partner Interview

Allegro•LU•Mid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services

Jan 20, 2026

Kaspi: Hepsiburada vs Trendyol Pricing

Former Global Head of Pricing and Assortment at Hepsiburada (acquired by Kaspi

Partner Interview

Kaspikz•KZ•Large CapAmazonScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary

Jan 20, 2026

TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights

Former Director of ESPN and SVP at a Leading Sports Media Rights Group

Partner Interview

TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation Technology

Jan 20, 2026

NVIDIA vs Google TPU: Training Performance per $ per Watt

Former Data Center Product Architect and Senior Director at Nvidia

Partner Interview

NVIDIA•US•Mega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAISwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Jan 19, 2026

The Trade Desk: Cost Perception & Independence

Former Manager at The Trade Desk

Partner Interview

The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

Jan 18, 2026

Amazon Ads Evolution & DSP Share Gains

Former VP at Amazon Advertising

Partner Interview

Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

Jan 15, 2026

Allegro: Amazon Poland GMV Trajectory & Marketplace Mix

Former Manager at Amazon

Partner Interview

Jan 13, 2026

Zeta Global: Marketing Platform Economics, Pricing & Competition

Former VP at Zeta Global

Partner Interview

Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Jan 13, 2026

NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing

Former Senior Executive at Qualcomm

Partner Interview

NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services

Jan 7, 2026

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Account Executive at Western Logistics

IP Interview

Wayfair•US•Large CapWilliams-Sonomahome24WestwingArhausAmazonRHFedExUnited Parcel ServiceCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryIndustrials

Jan 6, 2026

Google: TPU & Broadcom Relationship

Former Chip Engineer at Google

Partner Interview

Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer Discretionary

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Explore our full content library.

AWS: Securing Grid Power for Hyperscale AI Data Centers

Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil

Confluent vs Open Source Kafka: Enterprise Adoption & Pricing

Broadcom & Google TPU: SerDes IP, Power Efficiency & Vertical Integration Strategy

Shopify vs Salesforce Commerce Cloud: TCO, Customization & Enterprise Fit

Magnite: Pricing, Win Rates & Platform Performance vs Trade Desk

TKO Group Holdings: NFL, UFC, & US Sports Rights Value

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

DoorDash: DashPass Product Offering and Growth Opportunity

Allegro: Governance & Category Expansion

Kaspi: Hepsiburada vs Trendyol Pricing

TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights

NVIDIA vs Google TPU: Training Performance per $ per Watt

The Trade Desk: Cost Perception & Independence

Amazon Ads Evolution & DSP Share Gains

Allegro: Amazon Poland GMV Trajectory & Marketplace Mix

Zeta Global: Marketing Platform Economics, Pricing & Competition

NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Google: TPU & Broadcom Relationship