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Jun 12, 2026
Google Gemini, Anthropic & the AI Harness Layer
Partner Interview
Google•US•Mega CapAmazonMicrosoftAnthropicOpenAINetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJun 12, 2026
Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization
Jun 8, 2026
Marvell vs Broadcom: The 1.6T Optical DSP Market Share Battle
Partner Interview
Marvell Technology•US•Mega CapLumentumCoherentAnthropicOpenAIAstera LabsBroadcomGoogleMicrosoftAmazonNVIDIANetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryMay 28, 2026
Salesforce Agentforce: Implementation Challenges & Customer Adoption
Weekly update
May 28, 2026
AWS vs OpenAI, CoStar, & Constellation’s AI Risk
AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle
May 27, 2026
AWS Bedrock: Infrastructure Moat vs Model Provider Competition
May 27, 2026
Workday & Accenture: Agentic AI Impact on System Integration
May 27, 2026
Microsoft Dynamics 365: Winning Back Salesforce Customers with Copilot & ROI
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicGitHubDatabricksSalesforceSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation TechnologyMay 13, 2026
Atlassian: On-Prem to Cloud Migration Challenges
Partner Interview
Atlassian•AU•Large CapGitLabMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyMay 13, 2026
AWS: Unit Economics, Infrastructure Scaling, and the AI Transition
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesMay 4, 2026
Microsoft AI: Enterprise Sales, Copilot Adoption & Distribution Moat
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 28, 2026
OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection
Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesWeekly update
Apr 28, 2026
Q1 26 Top Interviews: SAP, SaaS & the Agentic ERP
Sap Se•DE•Large CapGoogleMicrosoftAnthropicOpenAIConstellation Software
Apr 27, 2026
SAP: Leadership Challenges, AI Strategy & Sovereign Cloud Execution
Partner Interview
Sap Se•DE•Large CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesApr 25, 2026
AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 24, 2026
Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryApr 16, 2026
Atlassian: Enterprise Sales Transformation & System of Work Strategy
Partner Interview
Atlassian•AU•Large CapOpenAImondaycomMicrosoftGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyApr 15, 2026
Atlassian at Bosch: Enterprise Adoption, Cloud Migration Barriers & AI Integration
Partner Interview
Atlassian•AU•Large CapMicrosoftOpenAIAnthropicGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyApr 15, 2026
Atlassian: Enterprise Sales Transformation & Mike Cannon-Brookes' Leadership
Partner Interview
Atlassian•AU•Large CapMicrosoftServiceNowSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyApr 9, 2026
Salesforce Service Cloud & Field Service: From Ticketing to Agentic Workflows
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