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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 Generative AI/ML Sales and GTM Lead, Global Life Sciences 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 24, 2025

GitLab: Ultimate & Duo AI-features

GitLab customer
Partner Interview
GitLabUSMid CapMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 24, 2025

Vistra Corp, Talen Energy, & US Data Center Power

Former Strategic Solutions Manager at Vistra Corp
Partner Interview
VistraUSLarge CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 21, 2025

Hyperscaler AI Inference Cost: Custom ASICs vs GPUs

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIAUSMega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 20, 2025

NVIDIA, Trainium, and GPUs vs Custom ASICs

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIAUSMega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 15, 2025

Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation

Former Engineering Leader at American Airlines
Partner Interview
GoogleUSMega CapMicrosoftAmazonInternational Business MachinesOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerB2B SoftwareInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 10, 2025

GitLab: DevOps Tools & GitLab Duo

GitLab Customer
Partner Interview
GitLabUSMid CapMicrosoftSwitching CostsPhysical Infra & NetworksInformation Technology
Oct 17, 2025

Thryv: SMB Data Advantage & Keap-Driven Expansion

Former EVP at Vendasta
Partner Interview
ThryvUSSmall CapYextHubSpotSalesforceMicrosoftGoogleIntuitOracleGoDaddySwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
Oct 16, 2025

Gartner: Seat Strategy & Multi-Year Retention

Former Vice President of Sales Operations & Strategy at Gartner
Partner Interview
GartnerUSLarge CapMicrosoftSalesforceAccentureOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareB2B MiddlemenInformation Technology
Oct 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 Discretionary
Sep 24, 2025

Nebius: Toloka & Data Labeling

Former Executive at Toloka
Partner Interview
Nebius GroupMetaMicrosoftGoogleOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesInformation Technology
Sep 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 Services
Sep 10, 2025

Apple, Meta, Google: Smart Glasses Competition

Former Prototype Development Manager at Apple
Partner Interview
MetaUSMega CapAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology
Aug 24, 2025

TSMC: Yield, PDK Discipline & Pricing Power

Former Engineer at AMD
Partner Interview
TSMCTWMega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityScale EconomiesNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
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Aug 6, 2025

H1 2025 - Most Viewed Interviews & IP Research

TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Jul 27, 2025

Oracle: Lift & Shift Legacy Workloads

Current Oracle Partner at Deloitte
Partner Interview
OracleUSMega CapMicrosoftGoogleNVIDIASAPAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 13, 2025

AWS: Data Center Regional Economics

Former Capacity Planning Director at AWS
Partner Interview
MicrosoftGoogleNVIDIAOracleAmazonMicrosoftGoogleNVIDIAOracleAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesB2B SoftwareVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

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