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SK Hynix: HBM Technology Advantage & Long-Term Demand Outlook

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 Discretionary

Zeta Global: Agency Perspective on Data Cloud & DSP Performance

Partner Interview

Zeta Global•US•Mid CapAmazonThe Trade DeskStackAdaptNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Wise, Hyperscalers vs Labs, Meta

Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta

Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics

Partner Interview

Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity

Partner Interview

Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

AppLovin E-Commerce Advertising: A Beauty Brand's Perspective

Partner Interview

Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary

Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective

Partner Interview

OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Nebius Group: Leadership Quality & Long-Term AI Cloud Economics

Partner Interview

Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

The Trade Desk vs DV360: A Buyer's Perspective

Partner Interview

The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary

Coupang: WOW Membership Ceiling, Ad Monetization & Regulatory Risk

Partner Interview

Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

The Trade Desk vs Amazon DSP: Platform Selection

Partner Interview

The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

CoreWeave, Nebius & the Neocloud Value Chain

Partner Interview

Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services

Howmet Single Crystal Blades, AMZN Logistics, Synopsys & Cadence AI Risk

Howmet Aerospace•US•Large CapAmazonSynopsysCadence Design Systems

Nebius vs CoreWeave: Business Model, Financing & Path to Profitability

Partner Interview

Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Amazon & the Threat to Freight Forwarding & 3PL Services

Partner Interview

Amazon•US•Mega CapDHLFedExXPOOld Dominion Freight LineNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrials

Microsoft Agent 365, OpenAI DeployCo, & Enterprise AI Adoption

Microsoft•US•Mega CapAmazonOpenAIAnthropicHarvey AIGoogleAccentureNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B MiddlemenConsumer DiscretionaryInformation TechnologyCommunication Services

Coupang & Amazon: Comparing Retail P&L Structure & Cost Optimization

Partner Interview

Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model

Partner Interview

Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication Services

Google TPU vs NVIDIA GPU: Training, Inference & Total Cost of Ownership

Partner Interview

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

Netflix Culture & Bela Bajaria Content Leadership Style

IP Reference Checks

Management CheckNetflix•US•Mega CapAmazonParamount GlobalWalt DisneyRokuWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary

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