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Nov 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 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 19, 2025
Booking Holdings: OTA Model & Agentic AI
Former VP at Booking Holdings
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesOct 19, 2025
Booking Holdings: AI Efficiency Gains & Culture
Former VP at Booking Holdings
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesOct 17, 2025
Thryv: SMB Data Advantage & Keap-Driven Expansion
Former EVP at Vendasta
Partner Interview
Thryv•US•Small CapYextHubSpotSalesforceMicrosoftGoogleIntuitOracleGoDaddySwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyOct 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 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 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 DiscretionarySep 24, 2025
Nebius: Toloka & Data Labeling
Former Executive at Toloka
Partner Interview
Nebius GroupMetaMicrosoftGoogleOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesInformation TechnologySep 24, 2025
Nebius Group: Yandex History & NeoCloud Business
Former Product Manager at Nebius Group
Partner Interview
Nebius GroupCoreWeaveAmazonGoogleMicrosoftScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesSep 10, 2025
Apple, Meta, Google: Smart Glasses Competition
Former Prototype Development Manager at Apple
Partner Interview
Meta•US•Mega CapAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologySep 1, 2025
Meta Oculus & Orion, Google Andriod XR & Wearable Computing Platforms
Former Senior Director at Google, Android XR and General Manager at Oculus
Partner Interview
Meta•US•Mega CapGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesSep 1, 2025
Magnite: CTV / DV+ Value Chain Economics & Capture
Former VP at Magnite
Partner Interview
MagniteThe Trade DeskAmazonGoogleNetflixWalt DisneyMagniteThe Trade DeskAmazonGoogleNetflixWalt DisneyNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer DiscretionaryAug 20, 2025
The Trade Desk: Ventura Streaming TV OS, OEM Rev-Share & DSP Monetization
Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade DeskRokuGoogleAmazonAppleVizioThe Trade DeskRokuGoogleAmazonAppleVizioNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryAug 19, 2025
Magnite: Ad Server Stickiness & SSP Consolidation
Former Senior Sales Executive at Magnite
Partner Interview
MagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleMagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleNetwork EffectsCounter PositioningBrand EquityMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksCommunication ServicesInformation Technology
Weekly update
Aug 6, 2025
H1 2025 - Most Viewed Interviews & IP Research
TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Aug 4, 2025
The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy
Former Director of Client Services at The Trade Desk
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuThe Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 28, 2025
The Trade Desk: AI Disruption
Former VP of Digital Media & Entertainment at IDC
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaThe Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryShowing 20 of 1000 results