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Lemonade vs State Farm: AI-Driven Cost Structure in Home & Auto Insurance

Partner Interview

Lemonade•US•Mid CapOpenAIMetromileFinancials

Google TPU vs NVIDIA GPU: Training, Inference & Total Cost of Ownership

Partner Interview

Google•US•Mega CapOpenAIAnthropicTSMCNVIDIAMicrosoftAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

SAP vs Oracle Fusion: Cloud Architecture, AI Strategy & Competitive Positioning

Partner Interview

Sap Se•DE•Large CapOpenAIOracleSwitching CostsB2B SoftwareInformation Technology

Nvidia, Intel & the GPU-to-CPU Ratio in Agentic AI Infrastructure

Partner Interview

NVIDIA•US•Mega CapAnthropicOpenAITSMCIntelArmGoogleAmazonMicrosoftApplied MaterialsProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Synopsys: DSO.ai Monetization Strategy & GenAI Disruption Risk

Partner Interview

Synopsys•US•Large CapOpenAICadence Design SystemsAnthropicSwitching CostsB2B SoftwareInformation Technology

SAP S/4HANA Migration: Make vs Buy with AI & Reducing SaaS Spend

Partner Interview

Sap Se•DE•Large CapAnthropicDatabricksOpenAIMicrosoftServiceNowDassault SystèmesSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy

Partner Interview

Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services

Google Gemini, Anthropic & the AI Harness Layer

Partner Interview

Google•US•Mega CapAmazonMicrosoftAnthropicOpenAINetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization

Microsoft•US•Mega CapAmazonOpenAIAnthropicHarvey AIOracleGoogleCoreWeaveNebius GroupNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Google Search: Culture, ChatGPT Panic & AI Overrotation

Partner Interview

Google•US•Mega CapAnthropicOpenAIBooking HoldingsExpediaNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer Discretionary

Workiva: AI Disruption Risk to Financial Reporting & GRC

Partner Interview

Workiva•US•Mid CapDatabricksOpenAIServiceNowSwitching CostsB2B SoftwareInformation Technology

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 Discretionary

CCC Intelligent Solutions: Proprietary Data Moat & AI Risk

CCC Intelligent Solutions•US•Mid CapOpenAIEnlyte IncSwitching CostsNetwork EffectsB2B SoftwareInformation Technology

Accenture and SI Economics & Markel Insurance CEO References

WorkdayMarkelOpenAIOracleWorkdayMarkelOpenAIOracle

Workday: Customer API Strategy & Internal AI Agent Development

Workday•US•Large CapOpenAIDatabricksUKGOracleSap SeSwitching CostsB2B SoftwareInformation Technology

Salesforce Agentforce: Implementation Challenges & Customer Adoption

Salesforce•US•Large CapAnthropicOpenAIHubSpotOracleMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

AWS vs OpenAI, CoStar, & Constellation’s AI Risk

AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle

AWS Bedrock: Infrastructure Moat vs Model Provider Competition

Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services

Workday & Accenture: Agentic AI Impact on System Integration

Workday•US•Large CapOpenAIMicrosoftSap SeOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation Technology

Microsoft Dynamics 365: Winning Back Salesforce Customers with Copilot & ROI

Partner Interview

Microsoft•US•Mega CapOpenAIAnthropicGitHubDatabricksSalesforceSwitching CostsPhysical Infra & NetworksB2B SoftwareInformation Technology

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