Explore our full content library.
Found 1000+ results in 9ms
Found 1000+ results in 9ms
Jan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Former Senior Vice President at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 20, 2026
NVIDIA vs Google TPU: Training Performance per $ per Watt
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAISwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 19, 2026
The Trade Desk: Cost Perception & Independence
Former Manager at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 18, 2026
Amazon Ads Evolution & DSP Share Gains
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 13, 2026
Zeta Global: Marketing Platform Economics, Pricing & Competition
Former VP at Zeta Global
Partner Interview
Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 6, 2026
Google: TPU & Broadcom Relationship
Former Chip Engineer at Google
Partner Interview
Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer DiscretionaryJan 4, 2026
Amazon AWS and Anthropic: History of SageMaker & Bedrock AI
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJan 2, 2026
AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapAnthropicOpenAIMicrosoftGoogleNVIDIAAdvanced Micro DevicesScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 31, 2025
NVIDIA, Trainium, Claude Training & Inference Demand
Former Accelerated Computing Leader at AWS
Partner Interview
Google•US•Mega CapMicrosoftNVIDIAAdvanced Micro DevicesAnthropicOpenAIAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 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
Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 28, 2025
Qualcomm, Apple, & High Performance Computing
Former Senior Executive at Qualcomm
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 21, 2025
Adyen vs Stripe: Competitive Positioning
Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 19, 2025
Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA
Former Chip Engineer at Google
Partner Interview
Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 17, 2025
GitLab & AI Disruption
Former VP of Products
Partner Interview
GitLab•US•Mid CapGitHubAtlassianSmartsheetMicrosoftGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesDec 16, 2025
Thryv: SMB SaaS Pivot & Keap-Led Replatforming
Former Director of Product Marketing at Thryv
Partner Interview
Thryv•US•Small CapMicrosoftSamsung ElectronicsHubSpotStripeGoogleMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyConsumer DiscretionaryDec 5, 2025
GCP, AWS: Vertical Integration & Leadership Culture
Former Director at GCP
Partner Interview
Google•US•Mega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation TechnologyDec 4, 2025
GitLab, GitHub & AI Impact
Former Executive at GitLab Inc.
Partner Interview
GitLab•US•Mid CapGitHubMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesNov 30, 2025
Waymo: Autonomous Vehicle Rollout Strategy
Former Director at Waymo
Nov 30, 2025
AWS and Amazon Bedrock: AI Growth Strategy
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesShowing 20 of 1000 results