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Apr 4, 2026

HBM, DRAM & NAND: Memory Hierarchy for AI Workloads

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynixKRMega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Mar 30, 2026

Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models

Former Chief Executive Officer, Autotrack Easy Buy, owned by AutoScout24
IP Icon
IP Interview
CarvanaUSLarge CapScout24 SEAUTO1Counter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsCommunication ServicesReal Estate
Mar 20, 2026

SAP S/4HANA Migration: Customization, Cloud Strategy & Multi-Year Implementation

Chief Information Officer at Hyundai Motor Company, United States
Partner Interview
SAPDELarge CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Mar 10, 2026

America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience

Former Vice President at Avis Budget Group
Partner Interview
Americas CarMartUSSmall CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Mar 9, 2026

America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention

Former General Manager at America's CAR-MART Inc.
Partner Interview
Americas CarMartUSSmall CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Mar 9, 2026

Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale

Fashion Stylist and Creative Consultant
Partner Interview
VintedSHEINLVMHKeringCounter PositioningNetwork EffectsBrand EquityVertically Integrated RetailerMarketplaces & PlatformsUnique IP & BrandsConsumer Discretionary
Mar 9, 2026

SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition

Senior Vice President at SAP
Partner Interview
SAPDELarge CapOracleAmazonMicrosoftGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
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Weekly update
Mar 9, 2026

Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 9, 2026

The Trade Desk: Take Rate Pressure, Competition & Mid-Market Expansion Strategy

Former Vice President at The Trade Desk
Partner Interview
The Trade DeskUSMid CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
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Weekly update
Mar 9, 2026

Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace

HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
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Weekly update
Mar 3, 2026

IP Management Reference Checks: Carvana, Applovin, TransDigm, Airbnb, Judges Scientific

AirbnbCarvanaApplovinConstellation SoftwareAirbnbCarvanaApplovinConstellation Software
Mar 1, 2026

Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation

Former VP at Amazon Advertising
Partner Interview
AmazonUSMega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Feb 25, 2026

Carvana: Company Culture, Execution Challenges & Near-Death Experiences

Former Executive at Carvana
IP Icon
IP Interview
CarvanaUSLarge CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Feb 17, 2026

AWS: Securing Grid Power for Hyperscale AI Data Centers

Former Executive Leader, Energy Strategy and AWS Infrastructure at Amazon
Partner Interview
AmazonUSMega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation Technology
Feb 16, 2026

Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil

Former Shopee Express Brazil Director
Partner Interview
MercadoLibreUYLarge CapShopeeAmazonSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Feb 12, 2026

Confluent vs Open Source Kafka: Enterprise Adoption & Pricing

Current Data & AI Senior Manager at Accenture
Partner Interview
ConfluentUSLarge CapAmazonMicrosoftGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Feb 10, 2026

Murphy USA: Fuel Distribution, Tobacco Promotions & The Low-Cost Operating Model

Former District Manager at Murphy USA
Partner Interview
Murphy USAUSMid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer Staples
Feb 9, 2026

America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan

Former Parts Account Manager at Americas Car-Mart
Partner Interview
Americas CarMartUSSmall CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
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IP Research Resource
Feb 2, 2026

Credit Acceptance

IP Company Learning Journey
Credit AcceptanceUSMid CapCarvanaCapital One FinancialWestlake Financial ServicesSantander Consumer USACornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary

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