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Nebius: EMEA Go-to-Market Strategy & Hyperscaler Competition

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IP Interview
Nebius Group•NL•Large CapCoreWeaveLambda LabsRevolutOpenAIAnthropicSpaceXAmazonMicrosoftGoogleMetaNetwork EffectsPhysical Infra & Networks
Nov 6, 2026

Magnite vs The Trade Desk: SSP Demand Aggregation & OpenPath Direct Deals

Partner Interview
Magnite•US•Mid CapOpenAIStackAdaptAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Nov 6, 2026

AlphaChip: Reinforcement Learning for TPU Chip Floor Planning

Partner Interview
Google•US•Mega CapBroadcomAnthropicNVIDIAAmazonCadence Design SystemsSynopsysSwitching CostsPhysical Infra & Networks
Nov 2, 2026

Zeta Global: Unifying CDP, Email, & DSP Across the Customer Lifecycle

Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Oct 29, 2026

Magnite: SpringServe Stickiness at Netflix & the Risk of Publisher Disintermediation

Partner Interview
Magnite•US•Mid CapFreeWheelNetflixThe Trade DeskCounter PositioningMarketplaces & Platforms
Oct 29, 2026

Shopify: Enterprise Customer Success Structure & Compensation

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IP Interview
Shopify•CA•Large CapKlaviyoSalesforceAdyenSwitching CostsB2B Software
Oct 28, 2026

Tencent: WeChat Agentic AI, Xiaowei & Mini Program Monetization

Partner Interview
Tencent•CN•Mega CapByteDanceMeituanOpenAIMetaNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

Universal Music Group: Direct-to-Fan Data & Superfan Strategy

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IP Interview
Universal Music•NL•Large CapWarner MusicSpotifyGoogleCornered ResourceMarketplaces & Platforms
Oct 27, 2026

AppLovin: A DTC Advertiser's Perspective on Scaling New Subscriber Acquisition

Partner Interview
Applovin•US•Large CapLiftoff Mobile, Inc. Common StockMetaGoogleNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

Uber: Cutting Support Costs as a Percentage of Gross Bookings

Partner Interview
Uber•US•Large CapWaymoGoogleLyftNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

AppLovin AXON vs Meta & Snapchat: Channel Efficiency for DTC Customer Acquisition

Partner Interview
Applovin•US•Large CapMetaGoogleSnapNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

YouTube: Why Originals Were Shut Down and Live Sports Rights Bought

Partner Interview
Google•US•Mega CapMetaAmazonByteDanceNetflixNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

Adyen: Competitive Moat Erosion as Stripe Closes the Gap

Partner Interview
Adyen•NL•Large CapCheckout.comWorldpayOpenAIAnthropicBraintreeStripeNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

AppLovin: Incrementality Testing from a DTC Advertiser's Perspective

Partner Interview
Applovin•US•Large CapMetaGoogleNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

Universal Music Group: Indie Distribution Arms as an A&R Funnel

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IP Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceUnique IP & Brands
Oct 26, 2026

CoreWeave & Neoclouds: Financing Risk, Contract Renewals & GPU Depreciation

Partner Interview
OpenAIAnthropicCoreWeaveNebius GroupAmazonMicrosoftGoogleIRENNetwork EffectsPhysical Infra & Networks
Oct 26, 2026

Universal Music Group: Modeling Artist Advances & Recoupment

Partner Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceUnique IP & Brands
Oct 23, 2026

NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective

Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & Networks
Oct 20, 2026

AppLovin: AXON Model Performance & Competitive Moat

Partner Interview
Applovin•US•Large CapThe Trade DeskUnity SoftwareMetaGoogleNetwork EffectsMarketplaces & Platforms
Oct 20, 2026

Adyen: Platforms Strategy, Embedded Finance & Share of Wallet Growth

Partner Interview
Adyen•NL•Large CapWorldpayStripeNetwork EffectsMarketplaces & Platforms
Oct 20, 2026

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