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Uber & Waymo: AV Fleet Platform Integration & Partner Economics

Partner Interview
Uber•US•Large CapWaymoGoogleTeslaNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 29, 2026

DoorDash Grocery: Unit Economics, Merchant Selection & Growth Runway

Partner Interview
DoorDash•US•Large CapInstacartAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Jul 29, 2026
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Weekly update

Copart & Progressive's Power, Meta's Culture

Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 29, 2026

Meta: Advantage+ Product Suite & Ranking Architecture

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IP Interview
Meta•US•Mega CapGooglePinterestRedditSnapNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 28, 2026
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IP Research Analysis

Copart, IAA, & CCC: Progressive’s Power

IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAAScale EconomiesSwitching CostsNetwork EffectsInsurers & FinancialsLow Cost OperatorsB2B SoftwareAuctions & ClassifiedsPhysical Infra & NetworksFinancialsInformation TechnologyIndustrialsConsumer Discretionary
Jul 28, 2026

Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU

Partner Interview
Arm•GB•Mega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 27, 2026

Copart: Equipment Strategy & Culture

Partner Interview
Copart•US•Large CapACV AuctionsManheimRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Jul 27, 2026

Meta: Facebook Ad Load & Monetization

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IP Interview
Meta•US•Mega CapGooglePinterestRedditSnapNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 26, 2026

Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy

Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Jul 24, 2026

Copart: Jay Adair's Return, Culture Reset & Whole Car Expansion

Partner Interview
Copart•US•Large CapManheimRitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Jul 24, 2026

The Trade Desk vs Amazon DSP: A Media Buyer's Perspective on Budget Allocation

Partner Interview
The Trade Desk•US•Mid CapMagniteInstacartStackAdaptRokuDoorDashAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 20, 2026

Meta: Facebook Feed Relevance & GPU Allocation

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IP Interview
Meta•US•Mega CapSnapRedditGooglePinterestNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 20, 2026

SAP RISE: A Colgate-Palmolive Customer's Perspective

Partner Interview
Sap Se•DE•Large CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
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 Services
Jul 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 Discretionary
Jul 20, 2026

Workday: BP Case Study Salesforce Orchestration & the Abstraction of Core HR

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IP Interview
Workday•US•Large CapBPSap SeMicrosoftOracleServiceNowUKGSwitching CostsB2B SoftwarePhysical Infra & NetworksEnergyInformation Technology
Jul 18, 2026

Meta: Advantage+ & Campaign Efficiency

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IP Interview
Meta•US•Mega CapGooglePinterestSnapRedditNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Jul 18, 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 Discretionary
Jul 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 Services
Jul 17, 2026

Pinterest: Monetization Strategy, Advertiser Demand & ARPU Growth

Partner Interview
Pinterest•US•Large CapGoogleMetaRedditSnapTwitterNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication Services
Jul 17, 2026

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