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AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD
Oct 13, 2026
Oct 13, 2026
AWS vs CoreWeave: Power Procurement for AI Data Centers
Oct 13, 2026
Oct 13, 2026
Volex & AWS: Data Center Interconnect Qualification & Competitive Position
Oct 13, 2026
Partner Interview
Volex•GB•Small CapAmphenolKoch IndustriesNVIDIAAmazonSwitching CostsMission Critical Products & ServicesOct 13, 2026
AWS Data Center CapEx: Planning Cycles, GPU Mix & Margin Outlook
Oct 5, 2026
Oct 5, 2026
Cloudflare: Growth Marketing, Land-and-Expand, & Product Perception
Oct 5, 2026
Partner Interview
Cloudflare•US•Large CapZscalerAmazonGoogleNetwork EffectsPhysical Infra & NetworksOct 5, 2026
AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook
Oct 2, 2026
Oct 2, 2026
Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability
Oct 2, 2026
Oct 2, 2026
Weekly update
AI Inference Portability, Amrize, Salesforce Churn, Copart Share Loss
Sep 30, 2026
Amazon•US•Mega CapSalesforceSwitching CostsB2B Software
Sep 30, 2026
HPE vs Dell: Server Market Dynamics & Competitive Positioning
Sep 28, 2026
Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & ServicesSep 28, 2026
AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability
Sep 25, 2026
Sep 25, 2026
Shopee & TikTok Shop: Live Commerce, Discounting & Southeast Asia E-commerce
Sep 25, 2026
Partner Interview
Sea•SG•Large CapShopeeTikTok ShopByteDanceNetwork EffectsVertically Integrated RetailerSep 25, 2026
Descartes Sellercloud: An E-commerce Customer's Perspective
Sep 23, 2026
Partner Interview
The Descartes Systems•CA•Mid CapTemuSHEINCounter PositioningVertically Integrated RetailerSep 23, 2026
Weekly update
AWS, Anthropic, & AI Backlog Risk, LVMH, Uber vs Waymo
Sep 23, 2026
Amazon•US•Mega CapAnthropicNetwork EffectsPhysical Infra & Networks
Sep 23, 2026
AWS: AI Server Payback & Neocloud Competition
Sep 23, 2026
Partner Interview
Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching CostsPhysical Infra & NetworksSep 23, 2026
AWS and Anthropic Relationship & AI Backlog Risk
Sep 22, 2026
Sep 22, 2026
CARFAX vs AutoCheck: Vehicle History Report Market Structure & Competitive Dynamics
Sep 21, 2026
Partner Interview
Mobility Global Inc•US•Mid CapCox AutomotiveTransUnionExperianCarvanaCounter PositioningUnique IP & BrandsSep 21, 2026
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
Shopee: 1P vs 3P Strategy, Fulfillment Penetration & SPX Logistics
Sep 15, 2026
Partner Interview
Sea•SG•Large CapShopeeMeituanTikTok ShopByteDanceNetwork EffectsVertically Integrated RetailerSep 15, 2026
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