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Found 1000+ results in 8ms
Found 1000+ results in 8ms
Nov 24, 2025
Vistra Corp, Talen Energy, & US Data Center Power
Former Strategic Solutions Manager at Vistra Corp
Partner Interview
Vistra•US•Large CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 21, 2025
Hyperscaler AI Inference Cost: Custom ASICs vs GPUs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 20, 2025
NVIDIA, Trainium, and GPUs vs Custom ASICs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 15, 2025
Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation
Former Engineering Leader at American Airlines
Partner Interview
Google•US•Mega CapMicrosoftAmazonInternational Business MachinesOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerB2B SoftwareInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 11, 2025
Games Workshop: North America Operations & Capacity Constraints
Former Director at Games Workshop
Partner Interview
Games Workshop•GB•Mid CapAmazonScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryNov 11, 2025
Mercado Libre: Mexico’s Fulfillment Buildout
Former Operations Director at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 4, 2025
The Trade Desk: Strategic Value of Ventura OS
Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapRokuMagniteGoogleAmazonNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryOct 28, 2025
InPost: Yodel’s Acquisition and the UK Out-of-Home Market
Former Director at Yodel
Partner Interview
InPost•LU•Mid CapRoyal MailAmazonDHLUnited Parcel ServiceAllegroScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer DiscretionaryOct 27, 2025
Wayfair: Multichannel Monetization & Competitive Positioning
Former Senior Operations Executive at Wayfair
Oct 26, 2025
Allegro: Smart Unit Economics & Inpost Relationship
Former Director at Allegro
Partner Interview
Allegro•LU•Mid CapInPostAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsOct 23, 2025
Kaspi: Temu Threat & China-KZ Logistics
Executive at KazPost
Partner Interview
Joint Stock Company Kaspi.kz•KZ•Large CapOzonPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryFinancialsOct 13, 2025
Kaspi: Chinese Competition, Cross-Border Logistics & Temu
Former Executive at KazPost
Partner Interview
Joint Stock Company Kaspi.kz•KZ•Large CapPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryFinancialsOct 13, 2025
Uber: Waymo GTM & Autonomous Vehicle Economics
Former Program Manager at Waymo
Partner Interview
Uber•US•Large CapWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryOct 12, 2025
Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships
Former Director at Waymo
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesOct 8, 2025
Instacart: Smart Carts, Theft, and ROI Challenges
Former Senior Manager, International Enterprise Solutions at Instacart
Partner Interview
InstacartMaplebearThe KrogerAmazonAldiCostco WholesaleUberDoorDashScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesIndustrialsInformation TechnologyCommunication ServicesOct 6, 2025
The Trade Desk: Amazon DSP Competition
Former Senior Director at FreeWheel
Partner Interview
The Trade Desk•US•Large CapMagniteGoogleWalt DisneyNetflixAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryOct 3, 2025
GXO & 3PL WMS: Standardize the Core & Customize the Edge
Former Engineer at GXO Logistics
Partner Interview
GXO Logistics•US•Mid CapDHLFedExAmazonManhattan AssociatesBlue YonderID LogisticsScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer DiscretionaryInformation TechnologyOct 2, 2025
Nebius Group: Toloka & GenAI Data
Former Executive at Toloka
Partner Interview
Nebius GroupMetaOpenAIMicrosoftAmazonGoogleNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryOct 1, 2025
Wayfair: CastleGate Multichannel Fulfillment
Former Head of Product at Wayfair
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer StaplesIndustrials
Weekly update
Sep 30, 2025
Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk
IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
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