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Alphabet: Talent Retention & Frontier Model Competition
Sep 21, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & NetworksSep 21, 2026
Allegro: Advertising Intensity, Smart! Program Economics & Competitive Moat
Sep 21, 2026
Partner Interview
Allegro•LU•Mid CapTemuShopeeSHEINByteDanceAmazonCounter PositioningVertically Integrated RetailerSep 21, 2026
Medline vs Cardinal Health: Med-Surg Distribution & Private Label Strategy
Sep 17, 2026
Partner Interview
Medline Inc.•US•Large CapCardinal HealthAmazonMcKessonNetwork EffectsPhysical Infra & NetworksSep 17, 2026
Uber's AV Strategy: Fleet Economics, Depot Operations & Waymo Partnership
Sep 17, 2026
Partner Interview
Uber•US•Large CapGoogleWayveLyftNetwork EffectsMarketplaces & PlatformsSep 17, 2026
Frontier LLM Inference: Margins, Commodification & Vertical Integration
Sep 15, 2026
Sep 15, 2026
AppLovin MAX & AXON: How Gaming Studios Evaluate UA and Ad Monetization
Sep 15, 2026
Partner Interview
Applovin•US•Large CapGoogleMetaNetwork EffectsMarketplaces & PlatformsSep 15, 2026
Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling
Sep 14, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & NetworksSep 14, 2026
Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI
Sep 11, 2026
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & NetworksSep 11, 2026
FTAI Aviation: CFM56 Conversion & Data Center Power Viability
Sep 10, 2026
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost OperatorsSep 10, 2026
Weekly update
Domino's, Copart, Danaher, Veeva, Disney, POOL
Sep 10, 2026
Dominos Pizza•US•Mid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026
Shopify: A $4M Merchant on Swiching costs, B2B & Flexport Fulfillment
Sep 9, 2026
Sep 9, 2026
SiFive & ARM: RISC-V's Path to Data Center Compute
Sep 8, 2026
Partner Interview
Arm•GB•Mega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & NetworksSep 8, 2026
Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage
Sep 8, 2026
Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & NetworksSep 8, 2026
Palantir Foundry: Data Ingestion, Ontology Architecture & Enterprise Value Creation
Sep 4, 2026
Partner Interview
Palantir•US•Mega CapDatabricksAmazonSwitching CostsB2B SoftwareSep 4, 2026
Meta Platforms: Smart Glasses Economics & EssilorLuxottica Partnership
Sep 4, 2026
Sep 4, 2026
DoorDash New Verticals: Grocery Market Entry & Stock-Up Strategy
Sep 1, 2026
Sep 1, 2026
Copart Dealer Services: Whole Car Strategy, Blue Car & Post-Sale Negotiation
Aug 29, 2026
Partner Interview
Copart•US•Large CapIAARitchie Bros AuctioneersManheimCarvanaNetwork EffectsAuctions & ClassifiedsAug 29, 2026
Shopify: 10M€ Merchant on Sidekick & AI Tools for DTC Merchants
Aug 27, 2026
Aug 27, 2026
Weekly update
AWS, Nebius, & AI Data Center ROIC
Aug 27, 2026
Amazon•US•Mega CapNebius GroupMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Aug 27, 2026
Copart, Progressive & the Structural Shift in Auto Insurance Claims
Aug 27, 2026
Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & ClassifiedsAug 27, 2026
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