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Uber & Waymo: AV Fleet Platform Integration & Partner Economics

Partner Interview
UberUSLarge CapWaymoGoogleTeslaNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 29, 2026

DoorDash Grocery: Unit Economics, Merchant Selection & Growth Runway

Partner Interview
DoorDashUSLarge CapInstacartAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Jul 29, 2026
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Copart & Progressive's Power, Meta's Culture

CopartUSLarge CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 29, 2026

Meta: Advantage+ Product Suite & Ranking Architecture

IP Icon
IP Interview
MetaUSMega CapGooglePinterestRedditSnapNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 28, 2026

Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU

Partner Interview
ArmGBMega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 27, 2026

Meta: Facebook Ad Load & Monetization

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IP Interview
MetaUSMega CapGooglePinterestRedditSnapNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 26, 2026

Spotify: Product Philosophy, Culture & Music Discovery Strategy

Partner Interview
SpotifySELarge CapPandoraMetaAppleUniversal MusicWarner MusicNetwork EffectsSwitching CostsBrand EquityCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation Technology
Jul 24, 2026

Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy

Partner Interview
AmazonUSMega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Jul 24, 2026

The Trade Desk vs Amazon DSP: A Media Buyer's Perspective on Budget Allocation

Partner Interview
The Trade DeskUSMid CapMagniteInstacartStackAdaptRokuDoorDashAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 20, 2026

Sabre & the GDS Value Chain: Content, Technology & Incentive Economics

Partner Interview
SabreUSLarge CapAmadeus ITBooking HoldingsExpediaNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Jul 20, 2026

Meta: Facebook Feed Relevance & GPU Allocation

IP Icon
IP Interview
MetaUSMega CapSnapRedditGooglePinterestNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 20, 2026

SAP RISE: A Colgate-Palmolive Customer's Perspective

Partner Interview
Sap SeDELarge CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jul 20, 2026

ARM Holdings: Competitive Positioning, RISC-V Threats & Royalty Strategy

Partner Interview
ArmGBMega CapAmazonGoogleNVIDIAQualcommInfineonAdvanced Micro DevicesIntelNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryCommunication Services
Jul 20, 2026

AppLovin E-Commerce Advertising: A Performance Agency's Perspective

Partner Interview
ApplovinUSLarge CapThe Trade DeskAmazonMetaNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 20, 2026

Meta: Advantage+ & Campaign Efficiency

IP Icon
IP Interview
MetaUSMega CapGooglePinterestSnapRedditNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 18, 2026

SK Hynix: HBM Technology Advantage & Long-Term Demand Outlook

Partner Interview
SK hynixKRMega CapASMLIntelTSMCNVIDIAGoogleMicron TechnologyAmazonSamsung ElectronicsProcess PowerSwitching CostsNetwork EffectsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 17, 2026

Zeta Global: Agency Perspective on Data Cloud & DSP Performance

Partner Interview
Zeta GlobalUSMid CapAmazonThe Trade DeskStackAdaptNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jul 17, 2026

Sabre & Airline GDS Distribution: Power Dynamics & NDC Adoption

Partner Interview
SabreUSLarge CapAmadeus ITBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Jul 17, 2026

Pinterest: Monetization Strategy, Advertiser Demand & ARPU Growth

Partner Interview
PinterestUSLarge CapGoogleMetaRedditSnapTwitterNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication Services
Jul 17, 2026

AutoTrader, CarGurus & Cars.com: A Dealer's Perspective on Lead Quality

Partner Interview
Cars.comUSSmall CapCarGurusAutotraderLithia MotorsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
Jul 16, 2026

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