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Uber & Waymo: AV Fleet Platform Integration & Partner Economics
Jul 29, 2026
Partner Interview
Uber•US•Large CapWaymoGoogleTeslaNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 29, 2026
DoorDash Grocery: Unit Economics, Merchant Selection & Growth Runway
Jul 29, 2026
Partner Interview
DoorDash•US•Large CapInstacartAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyJul 29, 2026
Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 29, 2026
Meta: Advantage+ Product Suite & Ranking Architecture
Jul 28, 2026
Jul 28, 2026
Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU
Jul 27, 2026
Partner Interview
Arm•GB•Mega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 27, 2026
Meta: Facebook Ad Load & Monetization
Jul 26, 2026
Jul 26, 2026
Spotify: Product Philosophy, Culture & Music Discovery Strategy
Jul 24, 2026
Partner Interview
Spotify•SE•Large CapPandoraMetaAppleUniversal MusicWarner MusicNetwork EffectsSwitching CostsBrand EquityCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation TechnologyJul 24, 2026
Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy
Jul 24, 2026
Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 24, 2026
The Trade Desk vs Amazon DSP: A Media Buyer's Perspective on Budget Allocation
Jul 20, 2026
Partner Interview
The Trade Desk•US•Mid CapMagniteInstacartStackAdaptRokuDoorDashAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
Sabre & the GDS Value Chain: Content, Technology & Incentive Economics
Jul 20, 2026
Partner Interview
Sabre•US•Large CapAmadeus ITBooking HoldingsExpediaNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyJul 20, 2026
Meta: Facebook Feed Relevance & GPU Allocation
Jul 20, 2026
Jul 20, 2026
SAP RISE: A Colgate-Palmolive Customer's Perspective
Jul 20, 2026
Partner Interview
Sap Se•DE•Large CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 2026
ARM Holdings: Competitive Positioning, RISC-V Threats & Royalty Strategy
Jul 20, 2026
Partner Interview
Arm•GB•Mega CapAmazonGoogleNVIDIAQualcommInfineonAdvanced Micro DevicesIntelNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 2026
AppLovin E-Commerce Advertising: A Performance Agency's Perspective
Jul 20, 2026
Partner Interview
Applovin•US•Large CapThe Trade DeskAmazonMetaNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
Meta: Advantage+ & Campaign Efficiency
Jul 18, 2026
Jul 18, 2026
SK Hynix: HBM Technology Advantage & Long-Term Demand Outlook
Jul 17, 2026
Partner Interview
SK hynix•KR•Mega CapASMLIntelTSMCNVIDIAGoogleMicron TechnologyAmazonSamsung ElectronicsProcess PowerSwitching CostsNetwork EffectsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 17, 2026
Zeta Global: Agency Perspective on Data Cloud & DSP Performance
Jul 17, 2026
Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskStackAdaptNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 17, 2026
Sabre & Airline GDS Distribution: Power Dynamics & NDC Adoption
Jul 17, 2026
Partner Interview
Sabre•US•Large CapAmadeus ITBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyJul 17, 2026
Pinterest: Monetization Strategy, Advertiser Demand & ARPU Growth
Jul 17, 2026
Partner Interview
Pinterest•US•Large CapGoogleMetaRedditSnapTwitterNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesJul 17, 2026
AutoTrader, CarGurus & Cars.com: A Dealer's Perspective on Lead Quality
Jul 16, 2026
Partner Interview
Cars.com•US•Small CapCarGurusAutotraderLithia MotorsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesJul 16, 2026
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