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Alphabet: Talent Retention & Frontier Model Competition

Partner Interview
GoogleUSMega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & Networks
Sep 21, 2026

Allegro: Advertising Intensity, Smart! Program Economics & Competitive Moat

Partner Interview
AllegroLUMid CapTemuShopeeSHEINByteDanceAmazonCounter PositioningVertically Integrated Retailer
Sep 21, 2026

Medline vs Cardinal Health: Med-Surg Distribution & Private Label Strategy

Partner Interview
Medline Inc.USLarge CapCardinal HealthAmazonMcKessonNetwork EffectsPhysical Infra & Networks
Sep 17, 2026

Uber's AV Strategy: Fleet Economics, Depot Operations & Waymo Partnership

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UberUSLarge CapGoogleWayveLyftNetwork EffectsMarketplaces & Platforms
Sep 17, 2026

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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GoogleUSMega CapAnthropicOpenAIMicrosoftAmazonSalesforceNVIDIAHarvey AISwitching CostsPhysical Infra & Networks
Sep 15, 2026

AppLovin MAX & AXON: How Gaming Studios Evaluate UA and Ad Monetization

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ApplovinUSLarge CapGoogleMetaNetwork EffectsMarketplaces & Platforms
Sep 15, 2026

Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling

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GoogleUSMega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & Networks
Sep 14, 2026

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

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MicrosoftUSMega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026

FTAI Aviation: CFM56 Conversion & Data Center Power Viability

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FTAI AviationUSLarge CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost Operators
Sep 10, 2026
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Weekly update

Domino's, Copart, Danaher, Veeva, Disney, POOL

Dominos PizzaUSMid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026

Shopify: A $4M Merchant on Swiching costs, B2B & Flexport Fulfillment

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ShopifyCALarge CapFlexportEtsyGoogleMetaNetwork EffectsMarketplaces & Platforms
Sep 9, 2026

SiFive & ARM: RISC-V's Path to Data Center Compute

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ArmGBMega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage

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AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Palantir Foundry: Data Ingestion, Ontology Architecture & Enterprise Value Creation

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PalantirUSMega CapDatabricksAmazonSwitching CostsB2B Software
Sep 4, 2026

Meta Platforms: Smart Glasses Economics & EssilorLuxottica Partnership

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MetaUSMega CapEssilorLuxotticaAppleGoogleNetwork EffectsMarketplaces & Platforms
Sep 4, 2026

DoorDash New Verticals: Grocery Market Entry & Stock-Up Strategy

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DoorDashUSLarge CapInstacartAldiAmazonUberNetwork EffectsMarketplaces & Platforms
Sep 1, 2026

Copart Dealer Services: Whole Car Strategy, Blue Car & Post-Sale Negotiation

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CopartUSLarge CapIAARitchie Bros AuctioneersManheimCarvanaNetwork EffectsAuctions & Classifieds
Aug 29, 2026

Shopify: 10M€ Merchant on Sidekick & AI Tools for DTC Merchants

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ShopifyCALarge CapGoogleMetaAnthropicTrustpilotKlaviyoNetwork EffectsMarketplaces & Platforms
Aug 27, 2026
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Weekly update

AWS, Nebius, & AI Data Center ROIC

AmazonUSMega CapNebius GroupMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Aug 27, 2026

Copart, Progressive & the Structural Shift in Auto Insurance Claims

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CopartUSLarge CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & Classifieds
Aug 27, 2026

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