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Jan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Former Senior Vice President at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 21, 2026
DoorDash: DashPass Product Offering and Growth Opportunity
Former Product Lead at DoorDash
Partner Interview
DoorDash•US•Large CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer StaplesJan 21, 2026
Allegro: Governance & Category Expansion
Former Allegro CEO
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 20, 2026
Kaspi: Hepsiburada vs Trendyol Pricing
Former Global Head of Pricing and Assortment at Hepsiburada (acquired by Kaspi
Partner Interview
Kaspikz•KZ•Large CapAmazonScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryJan 20, 2026
TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights
Former Director of ESPN and SVP at a Leading Sports Media Rights Group
Partner Interview
TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation TechnologyJan 20, 2026
NVIDIA vs Google TPU: Training Performance per $ per Watt
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAISwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 20, 2026
Raspberry Pi: Customer Case Study
Raspberry Pi Industrial Customer
Partner Interview
Raspberry Pi•GB•Small CapQualcommBroadcomDellHPNetwork EffectsInformation TechnologyJan 19, 2026
Adyen: Growth & Partner Ecosystem
Former VP, Global Head of Partnerships at Adyen
Partner Interview
Adyen•NL•Large CapStripeVisaMastercardPayPalWorldpayCheckout.comNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyJan 19, 2026
Copart vs IAA: The International Buying Process
Former Sales Manager at Lion Trans
Partner Interview
Copart•US•Large CapIAARitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer DiscretionaryJan 19, 2026
The Trade Desk: Cost Perception & Independence
Former Manager at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 18, 2026
Amazon Ads Evolution & DSP Share Gains
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 17, 2026
Baltic Classifieds Group: Real Estate Broker Economics & Listing Costs
Current Director at a Real Estate Brokerage in Lithuania and Estonia
Partner Interview
Baltics Classifieds GroupHemnetRightmoveScout24 SEVend Marketplaces ASASMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal EstateJan 15, 2026
Allegro: Amazon Poland GMV Trajectory & Marketplace Mix
Former Manager at Amazon
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 13, 2026
PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack
Former Director at Qu POS
Partner Interview
PAR•US•Small CapUpserveToastDoorDashNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication ServicesJan 13, 2026
Zeta Global: Marketing Platform Economics, Pricing & Competition
Former VP at Zeta Global
Partner Interview
Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 9, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsJan 8, 2026
Vinted & European Second-Hand Goods Market
Former Executive at Tradera
Partner Interview
VintedEtsyeBayPoshmarkNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryJan 7, 2026
Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility
Account Executive at Western Logistics
Jan 6, 2026
Google: TPU & Broadcom Relationship
Former Chip Engineer at Google
Partner Interview
Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer DiscretionaryShowing 20 of 1000 results