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Shopify Partner Ecosystem: Agency Economics & Merchant Migration Drivers
Aug 5, 2026
Aug 5, 2026
Uber & Waymo: AV Fleet Platform Integration & Partner Economics
Jul 29, 2026
Partner Interview
Uber•US•Large CapWaymoGoogleTeslaNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 29, 2026
Meta: Advantage+ Product Suite & Ranking Architecture
Jul 28, 2026
Jul 28, 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
Meta: Facebook Ad Load & Monetization
Jul 26, 2026
Jul 26, 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
Meta: Facebook Feed Relevance & GPU Allocation
Jul 20, 2026
Jul 20, 2026
SAP RISE: A Colgate-Palmolive Customer's Perspective
Jul 20, 2026
Partner Interview
Sap Se•DE•Large CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 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
Meta: Advantage+ & Campaign Efficiency
Jul 18, 2026
Jul 18, 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
Pinterest: Monetization Strategy, Advertiser Demand & ARPU Growth
Jul 17, 2026
Partner Interview
Pinterest•US•Large CapGoogleMetaRedditSnapTwitterNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesJul 17, 2026
Pinterest: Ad Performance, ROAS Benchmarks & Competing with Meta and Google
Jul 16, 2026
Partner Interview
Pinterest•US•Large CapGoogleMetaRedditNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesJul 16, 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
Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy
Jul 13, 2026
Partner Interview
Reddit•US•Large CapAnthropicOpenAIMetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesJul 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
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Jul 6, 2026
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 6, 2026
The Trade Desk vs DV360: A Buyer's Perspective
Jul 6, 2026
Partner Interview
The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 6, 2026
CoreWeave, Nebius & the Neocloud Value Chain
Jul 1, 2026
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 1, 2026
Nebius vs CoreWeave: Business Model, Financing & Path to Profitability
Jun 29, 2026
Partner Interview
Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJun 29, 2026
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