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Weekly update
Jul 15, 2026
Wise, Hyperscalers vs Labs, Meta
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 14, 2026
Wise: KYC Operations, AML Compliance & Regulatory Remediation
Partner Interview
Wise•GB•Mid CapScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 14, 2026
Action vs Normal: French Discount Retail Competitive Dynamics
Partner Interview
3i Group•GB•Large CapAldiLidlSHEINCarrefourAction S.A.Scale EconomiesCounter PositioningVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 13, 2026
Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces
Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJul 7, 2026
Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy
Jul 6, 2026
Carvana: IRC Operations, Post-Sale Repairs & Merchandising Strategy
Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryJul 3, 2026
The Trade Desk vs Amazon DSP: Platform Selection
Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 30, 2026
Carvana & Hertz: Fleet Disposal Economics & Direct-to-Consumer Channel
Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrialsWeekly update
Jun 24, 2026
NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs
Netflix•US•Mega CapNVIDIAGoogleIntelGE Aerospace
Jun 22, 2026
Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact
Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyIP References
Jun 20, 2026
Netflix Culture & Bela Bajaria Content Leadership Style
IP Reference Checks
Management CheckNetflix•US•Mega CapAmazonParamount GlobalWalt DisneyRokuWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
Jun 19, 2026
Carvana: Reconditioning Cost Reduction & CARLI System Implementation
Partner Interview
Carvana•US•Large CapDriveTimeCounter PositioningVertically Integrated RetailerConsumer DiscretionaryMay 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
The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison
Partner Interview
The Trade Desk•US•Mid 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 DiscretionaryIndustrialsApr 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 DiscretionaryIndustrialsMar 30, 2026
Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models
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