Explore our full content library.
Found 1000+ results in 8ms
Found 1000+ results in 8ms
May 13, 2026
Booking.com: AI Investment Strategy Across Search, Customer Service & Partner Relations
Partner Interview
Booking Holdings•US•Large CapAirbnbExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesMay 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 12, 2026
Synopsys & Cadence: AlphaChip Recursive Intelligence Risk
Partner Interview
Cadence Design Systems•US•Large CapBroadcomGoogleSynopsysNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyCommunication ServicesMay 12, 2026
The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison
Partner Interview
The Trade Desk•US•Large CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryMay 12, 2026
Uber Eats vs DoorDash: Basket Size & Unit Economics
Partner Interview
Uber•US•Large CapDrizlyDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesMay 11, 2026
dLocal: Merchant of Record Model & Emerging Markets Strategy
Partner Interview
DLocal•UY•Mid CapWorldpayAdyenIngenicoVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyMay 11, 2026
Uber Eats vs DoorDash: Competitive Dynamics & Product Strategy
Partner Interview
Uber•US•Large CapInstacartDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesMay 9, 2026
Uber One: Membership Economics, Member Retention & Growth Strategy
Partner Interview
Uber•US•Large CapDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesMay 5, 2026
Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage
Partner Interview
Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesMay 4, 2026
Microsoft Copilot: Enterprise Adoption, Pricing Strategy & Distribution Moat
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 29, 2026
Boku: DCB Switching Costs & Competitive Moat in MENA
Partner Interview
Boku•US•Small CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer DiscretionaryApr 29, 2026
Boku vs Bango: Direct Carrier Billing & Bundling Strategies
Partner Interview
Boku•US•Small CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyApr 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 ServicesApr 28, 2026
Auto Trader Group: Pricing Power, Dealer Economics & AI Competition Risk
Partner Interview
Auto Trader Group•GB•Mid CapNetwork EffectsMarketplaces & PlatformsCommunication Services
Weekly 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, Sovereign Cloud & AI Strategy
Partner Interview
Sap Se•DE•Large CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesApr 27, 2026
The Trade Desk vs Amazon: Platform Capabilities, Pricing & Agency Relationships
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 26, 2026
Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model
Partner Interview
Booking Holdings•US•Large CapOpenAIGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication 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
Amazon DSP: Gaining Share from Google & The Trade Desk in Europe
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesShowing 20 of 1000 results