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May 13, 2026

Booking.com: AI Investment Strategy Across Search, Customer Service & Partner Relations

Booking Holdings•US•Large CapAirbnbExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services

May 13, 2026

Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model

Partner Interview

Booking Holdings•US•Large CapOpenAIGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services

Apr 25, 2026

AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning

Partner Interview

Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Apr 24, 2026

Amazon DSP: Gaining Share from Google & The Trade Desk in Europe

Partner Interview

Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Apr 24, 2026

Booking.com: Supply Aggregation, PMS Integration & AI Competitive Threats

Partner Interview

Booking Holdings•US•Large CapOpenAIAnthropicExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services

Apr 23, 2026

The Trade Desk: Challenges from Amazon DSP & Big Tech Competition

Partner Interview

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

Apr 22, 2026

The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency

Partner Interview

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

Apr 20, 2026

The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing

Partner Interview

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

Apr 4, 2026

HBM, DRAM & NAND: Memory Hierarchy for AI Workloads

Partner Interview

SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services

Weekly update

Mar 26, 2026

Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce

MarkelAdyenOnto InnovationVisaASMLKLAMastercardGoogleSap SeMarkelAdyenOnto InnovationVisaASMLKLAMastercardGoogleSap Se

Mar 9, 2026

SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition

Partner Interview

Sap Se•DE•Large CapOracleAmazonMicrosoftGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Mar 9, 2026

The Trade Desk: Take Rate Pressure, Competition & Mid-Market Expansion Strategy

Partner Interview

Weekly update

Mar 9, 2026

Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon

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Explore our full content library.

Booking.com: AI Investment Strategy Across Search, Customer Service & Partner Relations

AWS: Unit Economics, Infrastructure Scaling, and the AI Transition

Synopsys & Cadence: AlphaChip Recursive Intelligence Risk

The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison

Microsoft Copilot: Enterprise Adoption, Pricing Strategy & Distribution Moat

OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection

Q1 26 Top Interviews: SAP, SaaS & the Agentic ERP

SAP: Leadership Challenges, Sovereign Cloud & AI Strategy

Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model

AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning

Amazon DSP: Gaining Share from Google & The Trade Desk in Europe

Booking.com: Supply Aggregation, PMS Integration & AI Competitive Threats

The Trade Desk: Challenges from Amazon DSP & Big Tech Competition

The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency

The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing

HBM, DRAM & NAND: Memory Hierarchy for AI Workloads

Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce

SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition

The Trade Desk: Take Rate Pressure, Competition & Mid-Market Expansion Strategy

Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace