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Weekly update
May 28, 2026
AWS vs OpenAI, CoStar, & Constellation’s AI Risk
AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleAmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogle
May 27, 2026
AWS Bedrock: Infrastructure Moat vs Model Provider Competition
May 26, 2026
Żabka: Convenience Economics, International Expansion & Management Transition
Partner Interview
Żabka•PL•Large CapLidlJernimo MartinsDino PolskaVertically Integrated RetailerLow Cost OperatorsConsumer StaplesMay 13, 2026
Coupang: AI-Driven Advertising & Video Commerce Strategy
Partner Interview
Coupang IncKlaviyoAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMay 13, 2026
AWS: Unit Economics, Infrastructure Scaling, and the AI Transition
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesMay 12, 2026
Carvana Wholesale: Inspection Technology, AI Detection & Speed to Market
Partner Interview
Carvana•US•Large CapACV AuctionsManheimCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsMay 12, 2026
Coupang: Logistics Network Design & Storage Capacity Constraints
Partner Interview
Coupang IncKlaviyoAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMay 12, 2026
The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison
Partner Interview
The Trade Desk•US•Large CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryMay 9, 2026
Carvana: IRC Operations, CARLI System & Reconditioning Efficiency
Partner Interview
Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMay 5, 2026
Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics
Partner Interview
Carvana•US•Large CapCarMaxManheimACV AuctionsBacklot CarsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsIP References
May 4, 2026
Amazon Retail CEO: Doug Herrington
IP Reference Check
Management CheckAmazon•US•Mega CapNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
May 4, 2026
Microsoft AI: Enterprise Sales, Copilot Adoption & Distribution Moat
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 28, 2026
DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership
Partner Interview
DICKS Sporting Goods•US•Large CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryApr 28, 2026
OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection
Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 27, 2026
The Trade Desk vs Amazon: Platform Capabilities, Pricing & Agency Relationships
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 25, 2026
AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 24, 2026
Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryApr 24, 2026
Amazon DSP: Gaining Share from Google & The Trade Desk in Europe
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 23, 2026
Carvana: Building a Digital Wholesale Auction from Scratch
Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrialsApr 23, 2026
The Trade Desk: Challenges from Amazon DSP & Big Tech Competition
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryShowing 20 of 1000 results