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Jun 1, 2026
PayPal: Enterprise Sales Dysfunction & Failed Branded Checkout Revival
Partner Interview
PayPal•US•Large CapBraintreeAdyenStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyJun 1, 2026
Boku: DCB Moat, LPM Competition & B2B vs B2C Strategy
Partner Interview
Boku•US•Small CapBraintreeCheckout.comAdyenStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyMay 28, 2026
Dolby Atmos: Music Adoption, Cloud Processing & Hardware Partnerships
Partner Interview
Dolby Laboratories•US•Mid CapLGDTS CorporationSpotifyAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesWeekly update
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 Laboratories•US•Mid CapBoseAppleHewlett Packard EnterpriseDellSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryMay 27, 2026
AWS Bedrock: Infrastructure Moat vs Model Provider Competition
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 AI: Enterprise Sales, Copilot Adoption & 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 ServicesShowing 20 of 1000 results