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Jul 20, 2026
ARM Holdings: Competitive Positioning, RISC-V Threats & Royalty Strategy
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
Partner Interview
Applovin•US•Large CapThe Trade DeskAmazonMetaNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 18, 2026
Workday: BP Case Study Salesforce Orchestration & the Abstraction of Core HR
Jul 18, 2026
Meta: Advantage+ & Campaign Efficiency
Jul 17, 2026
SK Hynix: HBM Technology Advantage & Long-Term Demand Outlook
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
Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskStackAdaptNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 17, 2026
Pinterest: Monetization Strategy, Advertiser Demand & ARPU Growth
Partner Interview
Pinterest•US•Large CapGoogleMetaRedditSnapTwitterNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesJul 17, 2026
Sierra vs Salesforce Agentforce: Enterprise Orchestration Layer Competition
Jul 16, 2026
Pinterest: Ad Performance, ROAS Benchmarks & Competing with Meta and Google
Partner Interview
Pinterest•US•Large CapGoogleMetaRedditNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication Services
Weekly update
Jul 15, 2026
Wise, Hyperscalers vs Labs, Meta
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 13, 2026
Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics
Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 13, 2026
BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity
Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCBerkshire HathawayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancialsJul 13, 2026
Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy
Partner Interview
Reddit•US•Large CapAnthropicOpenAIMetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesJul 13, 2026
Nintendo: Culture, Creativity & the Shift Toward Corporatism
Partner Interview
Nintendo•JP•Mega CapMicrosoftSonyCornered ResourceSwitching CostsUnique IP & BrandsPhysical Infra & NetworksCommunication ServicesInformation TechnologyConsumer DiscretionaryJul 7, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 6, 2026
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 6, 2026
The Trade Desk vs DV360: A Buyer's Perspective
Partner Interview
The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 6, 2026
Coupang: WOW Membership Ceiling, Ad Monetization & Regulatory Risk
Partner Interview
Coupang Inc•US•Large CapAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryShowing 20 of 1000 results