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Global-e & Burberry: Cross-Border E-commerce Partnership Dynamics

Partner Interview
GlobalE Online•IL•Mid CapShopifySwitching CostsB2B Software
Sep 18, 2026

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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Google•US•Mega CapAnthropicOpenAIMicrosoftAmazonSalesforceNVIDIAHarvey AISwitching CostsPhysical Infra & Networks
Sep 15, 2026

SAP & Palantir Foundry: A Pharma Customer's Perspective

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Sap Se•DE•Mega CapPalantirVeevaSnowflakeSwitching CostsB2B Software
Sep 14, 2026

DerbySoft & OPERA: Hospitality Software Distribution from a Customer Perspective

Partner Interview
Constellation Software•CA•Large CapOracleAmadeus ITBooking HoldingsExpediaSwitching CostsB2B Software
Sep 14, 2026

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

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Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026
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Domino's, Copart, Danaher, Veeva, Disney, POOL

Dominos Pizza•US•Mid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026

Shopify: A $4M Merchant on Swiching costs, B2B & Flexport Fulfillment

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Shopify•CA•Large CapFlexportEtsyGoogleMetaNetwork EffectsMarketplaces & Platforms
Sep 9, 2026

Shopify Payments: Take Rates, Stripe Negotiations & Processor Competition

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Shopify•CA•Large CapBraintreeAirwallexStripeAdyenPayPalNetwork EffectsB2B Software
Sep 8, 2026

Datadog: Product Engineering, Platform Strategy & AI Tailwinds

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Datadog•US•Large CapDatabricksClickHouseSwitching CostsB2B Software
Sep 8, 2026

Shopify: Merchant Solutions Revenue Mix & Payments Strategy

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Shopify•CA•Large CapAirwallexStripePayPalAdyenNetwork EffectsB2B Software
Sep 6, 2026

Palantir Foundry: Data Ingestion, Ontology Architecture & Enterprise Value Creation

Partner Interview
Palantir•US•Mega CapDatabricksAmazonSwitching CostsB2B Software
Sep 4, 2026

Dynatrace vs Datadog: Enterprise Win Rates & Sales Execution Failures

Partner Interview
Datadog•US•Large CapDynatraceSwitching CostsB2B Software
Sep 4, 2026

Shopify: A £2M DTC Multi Channel Sleep Brand on Pricing , Apps & Switching Cots

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Shopify•CA•Large CapKlaviyoMetaCostco WholesaleNetwork EffectsB2B Software
Sep 3, 2026

EliseAI: AI Leasing, PMS Competition & Distribution Strategy

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AppFolio•US•Mid CapEliseAIYardiSwitching CostsB2B Software
Sep 3, 2026

Datadog vs Dynatrace: Cloud-Native Observability Competition

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Datadog•US•Large CapAnthropicAppDynamicsClickHouseOpenAIDynatraceSwitching CostsB2B Software
Aug 28, 2026

Shopify: 10M€ Merchant on Sidekick & AI Tools for DTC Merchants

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Shopify•CA•Large CapGoogleMetaAnthropicTrustpilotKlaviyoNetwork EffectsMarketplaces & Platforms
Aug 27, 2026

Evolution: South Korea, Payment Blocks & Stolen Games

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Evolution•SE•Large CapPlaytechSwitching CostsB2B Software
Aug 26, 2026

AI Data Center ROIC & GPU Pricing Framework

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Nebius Group•NL•Large CapGoogleCoreWeaveOpenAIAnthropicAmazonMicrosoftNVIDIAOracleSwitching CostsPhysical Infra & Networks
Aug 25, 2026

Veeva & Oracle: Pharma R&D Software Platform Switching Dynamics

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Veeva•US•Large CapSalesforceOracleSwitching CostsB2B Software
Aug 25, 2026

Shopify Plus & Facebook Ads: A $20M Omnichannel Retailer's Experience

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Shopify•CA•Large CapMetaGoogleNetwork EffectsMarketplaces & Platforms
Aug 24, 2026

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