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Jan 6, 2026

Google: TPU & Broadcom Relationship

Former Chip Engineer at Google
Partner Interview
GoogleUSMega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer Discretionary
Jan 4, 2026

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Jan 2, 2026

AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapAnthropicOpenAIMicrosoftGoogleNVIDIAAdvanced Micro DevicesScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 31, 2025

NVIDIA, Trainium, Claude Training & Inference Demand

Former Accelerated Computing Leader at AWS
Partner Interview
GoogleUSMega CapMicrosoftNVIDIAAdvanced Micro DevicesAnthropicOpenAIAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 30, 2025

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Former Generative AI Director at Amazon Web Services
Partner Interview
GoogleUSMega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Dec 28, 2025

Qualcomm, Apple, & High Performance Computing

Former Senior Executive at Qualcomm
Partner Interview
QualcommUSLarge CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 21, 2025

Adyen vs Stripe: Competitive Positioning

Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
AdyenNLLarge CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 19, 2025

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Former Chip Engineer at Google
Partner Interview
MicrosoftUSMega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 17, 2025

GitLab & AI Disruption

Former VP of Products
Partner Interview
GitLabUSMid CapGitHubAtlassianSmartsheetMicrosoftGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services
Dec 16, 2025

Thryv: SMB SaaS Pivot & Keap-Led Replatforming

Former Director of Product Marketing at Thryv
Partner Interview
ThryvUSSmall CapMicrosoftSamsung ElectronicsHubSpotStripeGoogleMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyConsumer Discretionary
Dec 5, 2025

GCP, AWS: Vertical Integration & Leadership Culture

Former Director at GCP
Partner Interview
GoogleUSMega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation Technology
Dec 4, 2025

GitLab, GitHub & AI Impact

Former Executive at GitLab Inc.
Partner Interview
GitLabUSMid CapGitHubMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 30, 2025

Waymo: Autonomous Vehicle Rollout Strategy

Former Director at Waymo
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IP Interview
WaymoUberLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsBrand EquityProcess PowerMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 30, 2025

AWS and Amazon Bedrock: AI Growth Strategy

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 26, 2025

Nexxen International: End-to-End Platform Model

Former VP at Magnite
Partner Interview
Nexxen International Ltd.ILSmall CapGoogleComcastThe Trade DeskViant TechnologyMagnitePubMaticRokuNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
Nov 26, 2025

TSMC: Pricing Power & Advanced Packaging

Former Director at TSMC
Partner Interview
TSMCTWMega CapBroadcomNVIDIAAmazonMicrosoftGoogleIntelSamsung C&T CorporationSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
Nov 25, 2025

Amazon Web Services & AI GTM in Life Sciences

Former Global Life Sciences Sales Executive at Amazon Web Services
Partner Interview
AmazonUSMega CapNVIDIAGoogleMicrosoftBroadcomAdvanced Micro DevicesOpenAIOracleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 25, 2025

TSMC: Management Incentives, Yield, & Customer Relationships

Former Director at TSMC
Partner Interview
TSMCTWMega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 25, 2025

SK Hynix, Micron, & Data Center HBM Demand

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynixKRMega CapMicron Solutions, Inc.NVIDIASamsung C&T CorporationAdvanced Micro DevicesBroadcomGoogleAmazonMetaMicrosoftSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyHealth CareIndustrialsCommunication ServicesConsumer Discretionary
Nov 25, 2025

Baidu, Douyin, & the Chinese Search Market

Former Product Strategy Lead at Baidu
Partner Interview
BaiduCNLarge CapProsusTencentGoogleByteDanceNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer Discretionary

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