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FICO vs VantageScore: A Mortgage Lender's Perspective

Partner Interview
Fair Isaac•US•Large CapEquifaxExperianFannie MaeFederal Home Loan MortgageFederal National Mortgage AssociationTransUnionNetwork EffectsUnique IP & Brands
Sep 16, 2026

Mortgage Credit Resellers: Tri-Merge Pricing, Hybrid Models & Bureau Economics

Partner Interview
Fair Isaac•US•Large CapTransUnionFannie MaeEquifaxExperianFederal Home Loan MortgageFederal National Mortgage AssociationNetwork EffectsUnique IP & Brands
Sep 16, 2026

Shopee: 1P vs 3P Strategy, Fulfillment Penetration & SPX Logistics

Partner Interview
Sea•SG•Large CapShopeeMeituanTikTok ShopByteDanceNetwork EffectsVertically Integrated Retailer
Sep 15, 2026

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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IP Interview
Google•US•Mega CapAnthropicOpenAIMicrosoftAmazonSalesforceNVIDIAHarvey AISwitching CostsPhysical Infra & Networks
Sep 15, 2026

AppLovin MAX & AXON: How Gaming Studios Evaluate UA and Ad Monetization

Partner Interview
Applovin•US•Large CapGoogleMetaNetwork EffectsMarketplaces & Platforms
Sep 15, 2026

Fannie Mae & VantageScore: Investor Transparency & Spec Pool Dynamics

Partner Interview
Fair Isaac•US•Large CapFannie MaeTransUnionEquifaxExperianFederal Home Loan MortgageFederal National Mortgage AssociationNetwork EffectsUnique IP & Brands
Sep 14, 2026

Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling

Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & Networks
Sep 14, 2026

Lime: Unit Economics, City Expansion & Long-Term Growth Runway

Partner Interview
LimeUberLyftNetwork EffectsMarketplaces & Platforms
Sep 14, 2026

DerbySoft & OPERA: Hospitality Software Distribution from a Customer Perspective

Partner Interview
Constellation Software•CA•Large CapOracleAmadeus ITBooking HoldingsExpediaSwitching CostsB2B Software
Sep 14, 2026

FICO Score: Network Effects & Switching Costs

Partner Interview
Fair Isaac•US•Large CapFannie MaeEquifaxExperianFederal Home Loan MortgageFederal National Mortgage AssociationTransUnionNetwork EffectsUnique IP & Brands
Sep 14, 2026

FICO Scores: VantageScore Adoption & Mortgage Ecosystem Inertia

Partner Interview
Fair Isaac•US•Large CapEquifaxExperianFannie MaeFederal Home Loan MortgageFederal National Mortgage AssociationTransUnionNetwork EffectsUnique IP & Brands
Sep 14, 2026

Homes.com & CoStar: Why the Residential Bet Is Struggling

Partner Interview
CoStar Group•US•Large CapZillowNetwork EffectsAuctions & Classifieds
Sep 11, 2026

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026
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Domino's, Copart, Danaher, Veeva, Disney, POOL

Dominos Pizza•US•Large CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026

FICO Platform: Bank Decisioning Stack & Switching Costs

Partner Interview
Fair Isaac•US•Large CapTransUnionFannie MaeEquifaxExperianNetwork EffectsUnique IP & Brands
Sep 10, 2026

Shopify: A $4M Merchant on Swiching costs, B2B & Flexport Fulfillment

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IP Interview
Shopify•CA•Large CapFlexportEtsyGoogleMetaNetwork EffectsMarketplaces & Platforms
Sep 9, 2026

Shopify Payments: Take Rates, Stripe Negotiations & Processor Competition

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IP Interview
Shopify•CA•Large CapBraintreeAirwallexStripeAdyenPayPalNetwork EffectsB2B Software
Sep 8, 2026

Shopee & TikTok Shop: Southeast Asia E-Commerce Competitive Dynamics

Partner Interview
Sea•SG•Large CapShopeeOpenAITemuSHEINByteDanceCounter PositioningVertically Integrated Retailer
Sep 8, 2026

SiFive & ARM: RISC-V's Path to Data Center Compute

Partner Interview
Arm•GB•Mega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage

Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

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