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Copart vs IAA: Closing the Operational Gap in Insurer SLAs

Partner Interview
Copart•US•Large CapIAARitchie Bros AuctioneersNetwork EffectsAuctions & Classifieds
Nov 6, 2026

Nebius: EMEA Go-to-Market Strategy & Hyperscaler Competition

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IP Interview
Nebius Group•NL•Large CapCoreWeaveLambda LabsRevolutOpenAIAnthropicSpaceXAmazonMicrosoftGoogleMetaNetwork EffectsPhysical Infra & Networks
Nov 6, 2026

Magnite vs The Trade Desk: SSP Demand Aggregation & OpenPath Direct Deals

Partner Interview
Magnite•US•Mid CapOpenAIStackAdaptAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Nov 6, 2026

AlphaChip: Reinforcement Learning for TPU Chip Floor Planning

Partner Interview
Google•US•Mega CapBroadcomAnthropicNVIDIAAmazonCadence Design SystemsSynopsysSwitching CostsPhysical Infra & Networks
Nov 2, 2026

Zeta Global: Unifying CDP, Email, & DSP Across the Customer Lifecycle

Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Oct 29, 2026

Universal Music Group: Direct-to-Fan Data & Superfan Strategy

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IP Interview
Universal Music•NL•Large CapWarner MusicSpotifyGoogleCornered ResourceMarketplaces & Platforms
Oct 27, 2026

SAP: AI Competition, Joule & Partner-Built Transformation Tools

Partner Interview
Sap Se•DE•Mega CapAnthropicOpenAIDatabricksMicrosoftSwitching CostsB2B Software
Oct 27, 2026

Coupang: Taiwan as the Proof of Concept for Southeast Asia

Partner Interview
Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Oct 27, 2026

AppLovin: A DTC Advertiser's Perspective on Scaling New Subscriber Acquisition

Partner Interview
Applovin•US•Large CapLiftoff Mobile, Inc. Common StockMetaGoogleNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

Uber: Cutting Support Costs as a Percentage of Gross Bookings

Partner Interview
Uber•US•Large CapWaymoGoogleLyftNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

AppLovin AXON vs Meta & Snapchat: Channel Efficiency for DTC Customer Acquisition

Partner Interview
Applovin•US•Large CapMetaGoogleSnapNetwork EffectsMarketplaces & Platforms
Oct 27, 2026

Intel & AMD: x86 vs Arm in the Agentic AI CPU Market

Partner Interview
Intel Corporation•US•Mega CapAdvanced Micro DevicesOpenAIAnthropicArmNVIDIATSMCAmazonSwitching CostsMission Critical Products & Services
Oct 27, 2026

YouTube: Why Originals Were Shut Down and Live Sports Rights Bought

Partner Interview
Google•US•Mega CapMetaAmazonByteDanceNetflixNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

AppLovin: Incrementality Testing from a DTC Advertiser's Perspective

Partner Interview
Applovin•US•Large CapMetaGoogleNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

CoreWeave & Neoclouds: Financing Risk, Contract Renewals & GPU Depreciation

Partner Interview
OpenAIAnthropicCoreWeaveNebius GroupAmazonMicrosoftGoogleIRENNetwork EffectsPhysical Infra & Networks
Oct 26, 2026

NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective

Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & Networks
Oct 20, 2026

AppLovin: AXON Model Performance & Competitive Moat

Partner Interview
Applovin•US•Large CapThe Trade DeskUnity SoftwareMetaGoogleNetwork EffectsMarketplaces & Platforms
Oct 20, 2026

Meta Data Centers: GPU vs CPU Roles in AI Inference and Training

Partner Interview
Meta•US•Mega CapMicrosoftAmazonGoogleAdvanced Micro DevicesNVIDIACredo TechnologyAmphenolIntelNetwork EffectsPhysical Infra & Networks
Oct 16, 2026

Wayfair Professional: B2B Enterprise Sales & Go-To-Market Gaps

Partner Interview
Wayfair•US•Large CapAmazonCounter PositioningVertically Integrated Retailer
Oct 16, 2026

AppLovin MAX: Mediation Dominance & the Supply-Side Advantage

Partner Interview
Applovin•US•Large CapMetaGoogleLiftoff Mobile, Inc. Common StockNetwork EffectsMarketplaces & Platforms
Oct 15, 2026

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