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Dec 30, 2025
AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs
Former Generative AI Director at Amazon Web Services
Partner Interview
Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 30, 2025
Toast: POS and Payments Platform Strategy
Former VP of Product at Toast
Partner Interview
PAR•US•Small CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareFinancialsConsumer DiscretionaryCommunication ServicesDec 28, 2025
Klarna Group, PayPal and BNPL Product Positioning
Former Senior Product Manager, BNPL at Klarna
Partner Interview
Klarna Group plc•GB•Large CapAffirmVisaMastercardPayPalAdyenCheckout.comStripeNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsDec 28, 2025
Qualcomm, Apple, & High Performance Computing
Former Senior Executive at Qualcomm
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 28, 2025
DoorDash Inc: DashPass Strategy, Churn, and Pricing
Former Strategy & Operations Lead of DashPass at DoorDash
Partner Interview
DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyDec 21, 2025
Adyen vs Stripe: Competitive Positioning
Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 19, 2025
Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA
Former Chip Engineer at Google
Partner Interview
Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 17, 2025
GitLab & AI Disruption
Former VP of Products
Partner Interview
GitLab•US•Mid CapGitHubAtlassianSmartsheetMicrosoftGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesDec 16, 2025
Thryv: SMB SaaS Pivot & Keap-Led Replatforming
Former Director of Product Marketing at Thryv
Partner Interview
Thryv•US•Small CapMicrosoftSamsung ElectronicsHubSpotStripeGoogleMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyConsumer DiscretionaryDec 12, 2025
Adyen: Cross-Border Customer Perspective
Head of Payments at Nord Security
Partner Interview
Adyen•NL•Large CapStripeFiservPayPalWorldpayGlobal PaymentsCheckout.comNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyIndustrialsDec 5, 2025
GCP, AWS: Vertical Integration & Leadership Culture
Former Director at GCP
Partner Interview
Google•US•Mega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation TechnologyDec 4, 2025
Klarna Group vs PayPal: Buy Now Pay Later
Former Global Chief Credit Risk Officer at PayPal
Partner Interview
Klarna Group plc•GB•Large CapPayPalAdyenVisaMastercardStripeAffirmNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsDec 4, 2025
GitLab, GitHub & AI Impact
Former Executive at GitLab Inc.
Partner Interview
GitLab•US•Mid CapGitHubMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 3, 2025
Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption
Former Director of Assembly at Intel
Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryNov 30, 2025
Waymo: Autonomous Vehicle Rollout Strategy
Former Director at Waymo
Nov 30, 2025
AWS and Amazon Bedrock: AI Growth Strategy
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 26, 2025
Nexxen International: End-to-End Platform Model
Former VP at Magnite
Partner Interview
Nexxen International Ltd.•IL•Small CapGoogleComcastThe Trade DeskViant TechnologyMagnitePubMaticRokuNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyNov 26, 2025
TSMC: Pricing Power & Advanced Packaging
Former Director at TSMC
Partner Interview
TSMC•TW•Mega CapBroadcomNVIDIAAmazonMicrosoftGoogleIntelSamsung C&T CorporationSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsNov 25, 2025
Amazon Web Services & AI GTM in Life Sciences
Former Global Life Sciences Sales Executive at Amazon Web Services
Partner Interview
Amazon•US•Mega CapNVIDIAGoogleMicrosoftBroadcomAdvanced Micro DevicesOpenAIOracleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication ServicesNov 25, 2025
TSMC: Management Incentives, Yield, & Customer Relationships
Former Director at TSMC
Partner Interview
TSMC•TW•Mega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesShowing 20 of 1000 results