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Jun 1, 2026

PayPal: Enterprise Sales Dysfunction & Failed Branded Checkout Revival

Partner Interview
PayPalUSLarge CapBraintreeAdyenStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Jun 1, 2026

Boku: DCB Moat, LPM Competition & B2B vs B2C Strategy

Partner Interview
BokuUSSmall CapBraintreeCheckout.comAdyenStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
May 28, 2026

Dolby Atmos: Music Adoption, Cloud Processing & Hardware Partnerships

Partner Interview
Dolby LaboratoriesUSMid CapLGDTS CorporationSpotifyAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
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May 28, 2026

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

AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle
May 27, 2026

Dolby Atmos: Hardware Adoption, Pricing Strategy & Content Ecosystem

Partner Interview
Dolby LaboratoriesUSMid CapBoseAppleHewlett Packard EnterpriseDellSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
May 27, 2026

AWS Bedrock: Infrastructure Moat vs Model Provider Competition

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IP Interview
AmazonUSMega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
May 13, 2026

Booking.com: AI Investment Strategy Across Search, Customer Service & Partner Relations

Partner Interview
Booking HoldingsUSLarge CapAirbnbExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
May 13, 2026

AWS: Unit Economics, Infrastructure Scaling, and the AI Transition

Partner Interview
AmazonUSMega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
May 12, 2026

Synopsys & Cadence: AlphaChip Recursive Intelligence Risk

Partner Interview
Cadence Design SystemsUSLarge CapBroadcomGoogleSynopsysNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyCommunication Services
May 12, 2026

The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison

Partner Interview
The Trade DeskUSLarge CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
May 12, 2026

Uber Eats vs DoorDash: Basket Size & Unit Economics

Partner Interview
UberUSLarge CapDrizlyDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
May 11, 2026

dLocal: Merchant of Record Model & Emerging Markets Strategy

Partner Interview
DLocalUYMid CapWorldpayAdyenIngenicoVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
May 11, 2026

Uber Eats vs DoorDash: Competitive Dynamics & Product Strategy

Partner Interview
UberUSLarge CapInstacartDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
May 9, 2026

Uber One: Membership Economics, Member Retention & Growth Strategy

Partner Interview
UberUSLarge CapDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
May 5, 2026

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Partner Interview
Universal MusicNLLarge CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services
May 4, 2026

Microsoft AI: Enterprise Sales, Copilot Adoption & Distribution Moat

Partner Interview
MicrosoftUSMega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 29, 2026

Boku: DCB Switching Costs & Competitive Moat in MENA

Partner Interview
BokuUSSmall CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer Discretionary
Apr 29, 2026

Boku vs Bango: Direct Carrier Billing & Bundling Strategies

Partner Interview
BokuUSSmall CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 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 Services
Apr 28, 2026

Auto Trader Group: Pricing Power, Dealer Economics & AI Competition Risk

Partner Interview
Auto Trader GroupGBMid CapNetwork EffectsMarketplaces & PlatformsCommunication Services

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