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Mar 1, 2026

Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation

Former VP at Amazon Advertising
Partner Interview
AmazonUSMega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
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IP References
Feb 26, 2026

Brian Chesky & Airbnb Decision Making

IP Reference Checks
Management CheckAirbnbUSLarge CapBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Feb 17, 2026

AWS: Securing Grid Power for Hyperscale AI Data Centers

Former Executive Leader, Energy Strategy and AWS Infrastructure at Amazon
Partner Interview
AmazonUSMega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation Technology
Feb 12, 2026

Confluent vs Open Source Kafka: Enterprise Adoption & Pricing

Current Data & AI Senior Manager at Accenture
Partner Interview
ConfluentUSLarge CapAmazonMicrosoftGoogleScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Feb 11, 2026

PayPal & Venmo: Tech Stack Integration & Credit Product Strategy

Former Director of Engineering at PayPal
Partner Interview
PayPalUSLarge CapKlarna Group plcStripeAdyenNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancials
Feb 10, 2026

MedCap & Abilia: Assistive Tech Business Model & 90% Gross Margins

Former CFO of Abilia, MedCap
Partner Interview
MedCapSEMid CapAppleGoogleBrand EquitySwitching CostsNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksHealth CareFinancialsConsumer DiscretionaryInformation TechnologyCommunication Services
Jan 31, 2026

Broadcom & Google TPU: SerDes IP, Power Efficiency & Vertical Integration Strategy

Former Senior Director of Engineering at Broadcom Inc
Partner Interview
GoogleUSMega CapBroadcomNVIDIAMicrosoftMetaMediaTekAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary
Jan 31, 2026

Adyen vs Stripe: Payment Facilitator Economics

Chief Operating Officer at Zenchef
Partner Interview
AdyenNLLarge CapStripeVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Jan 27, 2026

Magnite: Pricing, Win Rates & Platform Performance vs Trade Desk

Current APAC Publisher on Magnite
Partner Interview
MagniteUSSmall CapPubMaticThe Trade DeskGoogleAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary
Jan 26, 2026

TSMC, Samsung, Intel & Leading Edge Node Competition

Former Vice President at Samsung Semiconductor
Partner Interview
Taiwan Semiconductor Manufacturing Company LimitedTWMega CapSamsung ElectronicsKLAIntelNVIDIAGoogleSwitching CostsProcess PowerNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 23, 2026

TKO Group Holdings: NFL, UFC, & US Sports Rights Value

Former VP of Programming at ESPN
Partner Interview
TKOUSLarge CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningBrand EquitySwitching CostsScale EconomiesNetwork EffectsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology
Jan 21, 2026

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

Former Senior Vice President at Qualcomm
Partner Interview
TSMCTWMega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 21, 2026

DoorDash: DashPass Product Offering and Growth Opportunity

Former Product Lead at DoorDash
Partner Interview
DoorDashUSLarge CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer Staples
Jan 20, 2026

TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights

Former Director of ESPN and SVP at a Leading Sports Media Rights Group
Partner Interview
TKOUSLarge CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation Technology
Jan 20, 2026

NVIDIA vs Google TPU: Training Performance per $ per Watt

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIAUSMega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAISwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 19, 2026

Adyen: Growth & Partner Ecosystem

Former VP, Global Head of Partnerships at Adyen
Partner Interview
AdyenNLLarge CapStripeVisaMastercardPayPalWorldpayCheckout.comNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Jan 19, 2026

The Trade Desk: Cost Perception & Independence

Former Manager at The Trade Desk
Partner Interview
The Trade DeskUSLarge CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 18, 2026

Amazon Ads Evolution & DSP Share Gains

Former VP at Amazon Advertising
Partner Interview
AmazonUSMega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 13, 2026

PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack

Former Director at Qu POS
Partner Interview
PARUSSmall CapUpserveToastDoorDashNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication Services
Jan 13, 2026

Zeta Global: Marketing Platform Economics, Pricing & Competition

Former VP at Zeta Global
Partner Interview
Zeta GlobalUSMid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

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