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Apr 4, 2026
HBM, DRAM & NAND: Memory Hierarchy for AI Workloads
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesMar 30, 2026
Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models
Former Chief Executive Officer, Autotrack Easy Buy, owned by AutoScout24
Mar 20, 2026
SAP S/4HANA Migration: Customization, Cloud Strategy & Multi-Year Implementation
Chief Information Officer at Hyundai Motor Company, United States
Partner Interview
SAP•DE•Large CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMar 10, 2026
America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience
Former Vice President at Avis Budget Group
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 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 CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 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 DiscretionaryMar 9, 2026
SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition
Senior Vice President at SAP
Partner Interview
SAP•DE•Large CapOracleAmazonMicrosoftGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesWeekly 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 Desk•US•Mid CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
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
Amazon•US•Mega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryFeb 25, 2026
Carvana: Company Culture, Execution Challenges & Near-Death Experiences
Former Executive at Carvana
Feb 17, 2026
AWS: Securing Grid Power for Hyperscale AI Data Centers
Former Executive Leader, Energy Strategy and AWS Infrastructure at Amazon
Partner Interview
Amazon•US•Mega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation TechnologyFeb 16, 2026
Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil
Former Shopee Express Brazil Director
Partner Interview
MercadoLibre•UY•Large CapShopeeAmazonSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesFeb 12, 2026
Confluent vs Open Source Kafka: Enterprise Adoption & Pricing
Current Data & AI Senior Manager at Accenture
Partner Interview
Confluent•US•Large CapAmazonMicrosoftGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFeb 10, 2026
Murphy USA: Fuel Distribution, Tobacco Promotions & The Low-Cost Operating Model
Former District Manager at Murphy USA
Partner Interview
Murphy USA•US•Mid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesFeb 9, 2026
America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan
Former Parts Account Manager at Americas Car-Mart
Partner Interview
Americas CarMart•US•Small CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIP Research Resource
Feb 2, 2026
Credit Acceptance
IP Company Learning Journey
Credit Acceptance•US•Mid CapCarvanaCapital One FinancialWestlake Financial ServicesSantander Consumer USACornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary
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