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Jul 16, 2026
AutoTrader, CarGurus & Cars.com: A Dealer's Perspective on Lead Quality
Partner Interview
Cars.com•US•Small CapCarGurusAutotraderLithia MotorsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesJul 16, 2026
Pinterest: Ad Performance, ROAS Benchmarks & Competing with Meta and Google
Partner Interview
Pinterest•US•Large CapGoogleMetaRedditNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication Services
Weekly update
Jul 15, 2026
Wise, Hyperscalers vs Labs, Meta
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 14, 2026
Universal Music Group: Streaming Revenue Forecasting & Market Share Modeling
Partner Interview
Universal Music•NL•Large CapSpotifyWarner Bros. DiscoveryCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesJul 14, 2026
Meta Reality Labs: Hardware Investment Strategy & Product Roadmap Economics
Partner Interview
Meta•US•Mega CapOpenAIAnthropicAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryInformation TechnologyJul 13, 2026
CCC Intelligent Solutions: AI Adoption, Pricing Pressure & the Orchestration Challenge
Jul 13, 2026
Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics
Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 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 13, 2026
Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy
Partner Interview
Reddit•US•Large CapAnthropicOpenAIMetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesJul 7, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 6, 2026
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 6, 2026
The Trade Desk vs DV360: A Buyer's Perspective
Partner Interview
The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 6, 2026
Sabre & Amadeus: The GDS Business Model Under Pressure
Partner Interview
Sabre•US•Large CapAmadeus ITBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyJul 6, 2026
Coupang: WOW Membership Ceiling, Ad Monetization & Regulatory Risk
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer 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 DiscretionaryJul 1, 2026
CoreWeave, Nebius & the Neocloud Value Chain
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesWeekly update
Jul 1, 2026
Howmet Single Crystal Blades, AMZN Logistics, Synopsys & Cadence AI Risk
Howmet Aerospace•US•Large CapAmazonSynopsysCadence Design Systems
Jun 30, 2026
Klarna: Merchant Underwriting, Risk Appetite & Onboarding Process
Partner Interview
Klarna Group plc•GB•Mid CapCheckout.comPayPalAdyenNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsShowing 20 of 1000 results