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Weekly update

Copart & Progressive's Power, Meta's Culture

Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 29, 2026

Meta: Advantage+ Product Suite & Ranking Architecture

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IP Interview
Meta•US•Mega CapGooglePinterestRedditSnapNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 28, 2026

Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU

Partner Interview
Arm•GB•Mega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 27, 2026

Meta: Facebook Ad Load & Monetization

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IP Interview
Meta•US•Mega CapGooglePinterestRedditSnapNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 26, 2026

Spotify: Product Philosophy, Culture & Music Discovery Strategy

Partner Interview
Spotify•SE•Large CapPandoraMetaAppleUniversal MusicWarner MusicNetwork EffectsSwitching CostsBrand EquityCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation Technology
Jul 24, 2026

Meta: Facebook Feed Relevance & GPU Allocation

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IP Interview
Meta•US•Mega CapSnapRedditGooglePinterestNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 20, 2026

AppLovin E-Commerce Advertising: A Performance Agency's Perspective

Partner Interview
Applovin•US•Large CapThe Trade DeskAmazonMetaNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 20, 2026

Meta: Advantage+ & Campaign Efficiency

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IP Interview
Meta•US•Mega CapGooglePinterestSnapRedditNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 18, 2026

Pinterest: Monetization Strategy, Advertiser Demand & ARPU Growth

Partner Interview
Pinterest•US•Large CapGoogleMetaRedditSnapTwitterNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication Services
Jul 17, 2026

Pinterest: Ad Performance, ROAS Benchmarks & Competing with Meta and Google

Partner Interview
Pinterest•US•Large CapGoogleMetaRedditNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication Services
Jul 16, 2026
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Weekly update

Wise, Hyperscalers vs Labs, Meta

Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 15, 2026

Meta Reality Labs: Hardware Investment Strategy & Product Roadmap Economics

Partner Interview
Meta•US•Mega CapOpenAIAnthropicAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryInformation Technology
Jul 14, 2026

Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics

Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 13, 2026

Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy

Partner Interview
Reddit•US•Large CapAnthropicOpenAIMetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 13, 2026

AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity

Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jul 7, 2026

AppLovin E-Commerce Advertising: A Beauty Brand's Perspective

Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 7, 2026

CoreWeave, Nebius & the Neocloud Value Chain

Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Jul 1, 2026

Swiss Marketplace Group: Market Position, Lead Attribution & Transition to "Agentic" Search

Partner Interview
SMG Swiss Marketplace GroupMetaeBayScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal Estate
Apr 1, 2026

Swiss Marketplace Group: Cultural Friction, Market Stagnation, and the Off-Market Pivot

Partner Interview
SMG Swiss Marketplace GroupMetaeBayBaltic Classifieds GroupScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal Estate
Mar 31, 2026
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Weekly update

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

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 9, 2026

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