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Apr 28, 2026

DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership

Former Director of Strategy at DICK'S Sporting Goods
Partner Interview
DICKS Sporting GoodsUSLarge CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 28, 2026

OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection

Chief Information Officer, McLaren Holdings Limited
Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Apr 28, 2026

Auto Trader Group: Pricing Power, Dealer Economics & AI Competition Risk

Former Market Area Director at Inchape UK
Partner Interview
Auto Trader GroupGBMid CapNetwork EffectsMarketplaces & PlatformsCommunication Services
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Weekly update
Apr 28, 2026

Q1 26 Top Interviews: SAP, SaaS & the Agentic ERP

Sap SeDELarge CapGoogleMicrosoftAnthropicOpenAIConstellation Software
Apr 27, 2026

SAP: Leadership Challenges, Sovereign Cloud & AI Strategy

Former SVP at SAP Enterprise Cloud Services
Partner Interview
Sap SeDELarge CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services
Apr 27, 2026

The Trade Desk vs Amazon: Platform Capabilities, Pricing & Agency Relationships

Former Managing Director of Global Partnerships & Programmatic Advertising
Partner Interview
The Trade DeskUSLarge CapAmazonMagnitePubMaticNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 26, 2026

Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model

Former Senior VP Commercial & Chief Sales Officer, HBX Group
Partner Interview
Booking HoldingsUSLarge CapOpenAIGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 25, 2026

AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning

Former Product and Strategy Lead, AWS Agentic AI at Amazon
Partner Interview
AmazonUSMega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 24, 2026

Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure

Former VP, Azure AI Infrastructure, Optimized Workloads and Storage at Microsoft
Partner Interview
MicrosoftUSMega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer Discretionary
Apr 24, 2026

Amazon DSP: Gaining Share from Google & The Trade Desk in Europe

Former Manager at Amazon Ads
Partner Interview
AmazonUSMega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 24, 2026

Booking.com: Supply Aggregation, PMS Integration & AI Competitive Threats

Regional Manager, Supply at Booking.com
Partner Interview
Booking HoldingsUSLarge CapOpenAIAnthropicExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 23, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Former Senior Executive at Carvana
Partner Interview
CarvanaUSLarge CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrials
Apr 23, 2026

The Trade Desk: Challenges from Amazon DSP & Big Tech Competition

Former Manager at The Trade Desk
Partner Interview
The Trade DeskUSLarge CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 23, 2026

Visa & Mastercard: Stablecoin Settlement Strategy & Bank Relationships

General Manager Americas, Stablecoin Infrastructure Provider
Partner Interview
VisaUSMega CapMastercardAdyenCheckout.comShift4 PaymentsNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 22, 2026

The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency

Media Director at WPP
Partner Interview
The Trade DeskUSLarge CapAmazonGoogleOpenAIPubMaticWPPOmnicomPublicis GroupeNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 20, 2026

Dick's Sporting Goods: Merchandising Strategy & Execution Culture

Former Vice President & General Merchandise Manager at Dicks Sporting Goods
Partner Interview
DICKS Sporting GoodsUSLarge CapNikeadidasAmazonScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 20, 2026

Auto Trader Group: Dealer Revolt & Impact of Product Changes on Lead Generation

Founder and Chairman of the Independent Motor Dealers Association (IMDA)
Partner Interview
Auto Trader GroupGBMid CapMotorpointCarGurusNetwork EffectsMarketplaces & PlatformsLow Cost OperatorsCommunication ServicesConsumer Discretionary
Apr 20, 2026

The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing

Media Director at WPP
Partner Interview
The Trade DeskUSLarge CapAmazonGoogleWPPOmnicomPubMaticMagniteOpenAINetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 17, 2026

CoStar Group: Residential Market Entry & homes.com Strategy

Former VP at CoStar Group
Partner Interview
CoStar GroupUSLarge CapZillowMatterportNetwork EffectsAuctions & ClassifiedsReal EstateCommunication ServicesFinancialsInformation Technology
Apr 17, 2026

Copart vs IAA: A Georgian Buyer's Perspective on Selection, Fees & Platform Quality

Head of Retail Operations, Caucasus Auto
Partner Interview
CopartUSLarge CapIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary

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