Explore our full content library.
Found 19 results in 7ms
Found 19 results in 7ms
May 4, 2026
Microsoft Copilot: Enterprise Adoption, Pricing Strategy & Distribution Moat
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 27, 2026
SAP: Leadership Challenges, Sovereign Cloud & AI Strategy
Partner Interview
Sap Se•DE•Large CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesMar 20, 2026
SAP S/4HANA Migration: Customization, Cloud Strategy & Multi-Year Implementation
Partner Interview
Sap Se•DE•Large CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMar 17, 2026
Salesforce, Informatica & Building Context for Agentic Workflows
Feb 25, 2026
Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning
Mar 25, 2025
KX: Data Processing Efficiency
Partner Interview
KX•US•Small CapDatabricksSnowflakeAmazonMicrosoftInternational Business MachinesGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsEnergyInformation TechnologyConsumer DiscretionaryCommunication Services
Weekly update
Aug 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Procore•US•Mid CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group
Aug 5, 2024
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Partner Interview
MongoDB•US•Large CapElasticPineconeSnowflakeDatabricksOracleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryWeekly update
Dec 13, 2023
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Burford Capital•GG•Small CapThe GymEvolutionWayfairFortinetSnowflakeAmazonDatadogDatabricksHilton Grand VacationsZscalerCisco
Dec 12, 2023
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Partner Interview
Datadog•US•Large CapHashiCorpSnowflakeDatabricksCapital One FinancialSwitching CostsB2B SoftwareInformation TechnologyFinancialsAug 14, 2023
Snowflake: Pace Of Innovation & Next Growth Vectors
Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryWeekly update
Jul 26, 2023
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Trupanion•US•Small CapSnowflakeHEICOEssentraAlteryxDatabricksDiplomaAARAmazon
Jul 26, 2023
Snowflake: IaaS vs PaaS & Analytics Budgets
Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftGoogleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Jul 20, 2023
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Carvana•US•Large CapOwens CorningDatabricksSnowflakeMainfreightCredit AcceptanceConstellation SoftwareCarMax
Jul 17, 2023
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Partner Interview
Snowflake•US•Large CapDatabricksMicrosoftGoogleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Nov 1, 2022
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
Amazon•US•Mega CapDatabricksWANdiscoSnowflakeSonovaAnalog Devices
Oct 29, 2022
Databricks: Melting the SNOW
Partner Interview
DatabricksSnowflakeAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryWeekly update
Oct 11, 2022
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Costco Wholesale•US•Mega CapDatabricksSnowflakeGoogleAmazonMicrosoftCogent Communications
Oct 10, 2022
Databricks, Snowflake, GCP, & Public Cloud Competition
Partner Interview
DatabricksSnowflakeAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryYou've reached the end