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Nov 25, 2025
SK Hynix, Micron, & Data Center HBM Demand
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron Solutions, Inc.NVIDIASamsung C&T CorporationAdvanced Micro DevicesBroadcomGoogleAmazonMetaMicrosoftSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyHealth CareIndustrialsCommunication ServicesConsumer DiscretionaryNov 24, 2025
Vistra Corp, Talen Energy, & US Data Center Power
Former Strategic Solutions Manager at Vistra Corp
Partner Interview
Vistra•US•Large CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 22, 2025
Kakao: Friends Feed & Advertising Oppotunity
Former Director at Kakao
Partner Interview
Kakao Corp.•KR•Mega CapTencentNAVERProsus N.V.MetaNetwork EffectsMarketplaces & PlatformsCommunication ServicesOct 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 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 ServicesAug 20, 2025
Shopee vs TikTok Shop & Southeast Asian Ecommerce
Former Manager at TikTok Shop and Shopee
Partner Interview
Sea•SG•Large CapMetaTikTok ShopAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryAug 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 DiscretionaryJul 23, 2025
The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics
Former Director of Product Management at Magnite
Partner Interview
The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinThe Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 8, 2025
The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends
Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixThe Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 3, 2025
Synopsys: AI’s Intelligence Layer & EDA Moat Disruption
Former SVP at Synopsys
Partner Interview
SynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSwitching CostsProcess PowerBrand EquityNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsJun 19, 2025
The Trade Desk: Navigating CTV Consolidation
Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonThe Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 13, 2025
Synopsys, Cadence Design Systems: Business Model Defensibility
Former VP of R&D at Cadence Design Systems
Partner Interview
Cadence Design SystemsSynopsysANSYSMetaAppleNVIDIAASMLTSMCMicrosoftGoogleCadence Design SystemsSynopsysANSYSMetaAppleNVIDIAASMLTSMCMicrosoftGoogleNetwork EffectsBrand EquitySwitching CostsProcess PowerMarketplaces & PlatformsMission Critical Products & ServicesPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 2, 2025
The Trade Desk: Inside a Customer’s DSP Strategy
Former Director of Media at AT&T Inc
Partner Interview
The Trade DeskRokuMetaGoogleAmazonYahooThe Trade DeskRokuMetaGoogleAmazonYahooNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryMay 20, 2025
Amazon: 3P Sellers Advertising Growth & Tariff Impact
Former Ads Success Manager at Amazon
Partner Interview
Amazon•US•Mega CapWalmartMetaGoogleScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesCommunication ServicesMay 13, 2025
Amazon FBA Seller: Impact of Tariffs
Director of Amazon FBA Seller
Partner Interview
AmazonGoogleMetaAmazonGoogleMetaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
Weekly update
May 8, 2025
Meta, Google, FTAI vs CFM, Moody's, Copart vs IAA, Coupang, Duolingo, Coloplast, HLMA
FarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral ElectricFarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral Electric
May 7, 2025
Duolingo: Risks and Opportunities of LLMs
Former Director at Duolingo
Partner Interview
DuolingoOpenAIMicrosoftMetaDuolingoOpenAIMicrosoftMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesShowing 20 of 1000 results