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Dec 5, 2025

Mercado Libre: FMCG Economics & Competition

Former Head of Marketplace at Mercado Libre
Partner Interview
MercadoLibreUYLarge CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 5, 2025

GCP, AWS: Vertical Integration & Leadership Culture

Former Director at GCP
Partner Interview
GoogleUSMega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation Technology
Dec 4, 2025

Klarna Group vs PayPal: Buy Now Pay Later

Former Global Chief Credit Risk Officer at PayPal
Partner Interview
Klarna Group plcGBLarge CapPayPalAdyenVisaMastercardStripeAffirmNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancials
Dec 4, 2025

GitLab, GitHub & AI Impact

Former Executive at GitLab Inc.
Partner Interview
GitLabUSMid CapGitHubMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Dec 1, 2025

Mercado Libre: Logistics Network Automation & Operating Leverage

Former Operations Director at Mercado Libre
Partner Interview
MercadoLibreUYLarge CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 1, 2025

Allegro: Logistics Expansion & Inpost Reliance

Former Logistics Manager at Allegro
Partner Interview
AllegroLUMid CapInPostShopeeAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation Technology
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IP Research Resource
Dec 1, 2025

Raspberry Pi: Anatomy & Design of Single-Board Computers

IP Company Learning Journey
Raspberry PiGBSmall CapNVIDIAQualcommTSMCTaiwan Semiconductor Manufacturing Company LimitedNetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Nov 30, 2025

Waymo: Autonomous Vehicle Rollout Strategy

Former Director at Waymo
IP Icon
IP Interview
WaymoUberLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsBrand EquityProcess PowerMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 30, 2025

AWS and Amazon Bedrock: AI Growth Strategy

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 27, 2025

Amazon Autos & Costco's Auto Program

Former Zone Business Consultant at Affinity Auto Group
Partner Interview
Costco WholesaleUSMega CapCarvanaGeneral MotorsAmazonLithia MotorsAsbury Automotive GroupScale EconomiesCounter PositioningNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary
Nov 27, 2025

Coupang: Comparison of Operations to Amazon

Former Executive at Coupang
Partner Interview
Coupang IncAmazonSeaMercadoLibreAllegroJD.com, Inc.AlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Nov 26, 2025

FICO: Direct Sale Model & Credit Bureau Impact

Director at Mortgage Lenders Trade Body
Partner Interview
Fair IsaacUSLarge CapTransUnionExperianEquifaxNetwork EffectsUnique IP & BrandsInformation TechnologyIndustrials
Nov 26, 2025

Nexxen International: End-to-End Platform Model

Former VP at Magnite
Partner Interview
Nexxen International Ltd.ILSmall CapGoogleComcastThe Trade DeskViant TechnologyMagnitePubMaticRokuNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
Nov 26, 2025

TSMC: Pricing Power & Advanced Packaging

Former Director at TSMC
Partner Interview
TSMCTWMega CapBroadcomNVIDIAAmazonMicrosoftGoogleIntelSamsung C&T CorporationSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
Nov 25, 2025

Amazon Web Services & AI GTM in Life Sciences

Former Global Life Sciences Sales Executive at Amazon Web Services
Partner Interview
AmazonUSMega CapNVIDIAGoogleMicrosoftBroadcomAdvanced Micro DevicesOpenAIOracleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 25, 2025

Alibaba Group: Culture and AliExpress Growth

Former Head of Marketplace Expansion at Alibaba Group
Partner Interview
AlibabaCNMega CapPDD HoldingsJD.comAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Nov 25, 2025

TSMC: Management Incentives, Yield, & Customer Relationships

Former Director at TSMC
Partner Interview
TSMCTWMega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 25, 2025

SK Hynix, Micron, & Data Center HBM Demand

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynixKRMega CapMicron Solutions, Inc.NVIDIASamsung C&T CorporationAdvanced Micro DevicesBroadcomGoogleAmazonMetaMicrosoftSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyHealth CareIndustrialsCommunication ServicesConsumer Discretionary
Nov 25, 2025

Baidu, Douyin, & the Chinese Search Market

Former Product Strategy Lead at Baidu
Partner Interview
BaiduCNLarge CapProsusTencentGoogleByteDanceNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Nov 24, 2025

GitLab: Ultimate & Duo AI-features

GitLab customer
Partner Interview
GitLabUSMid CapMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

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