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Dec 24, 2025

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Former Strategy & Operations Lead of DashPass at DoorDash
Partner Interview
DoorDashUSLarge CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Dec 24, 2025

Kaspi: Hepsiburada & Turkish E-commerce

Former Head of Marketplace Operations at Hepsiburada
Partner Interview
KaspikzKZLarge CapAmazonAlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Dec 24, 2025

Copart: International Import Share & IAA Pricing Gap

International Copart Buyer
IP Icon
IP Interview
CopartUSLarge CapRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Dec 23, 2025

Amazon: Poland Retail Launch & Allegro

Former Manager at Amazon
IP Icon
IP Interview
AmazonUSMega CapAllegroInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 22, 2025

Swiss Marketplace Group: Understanding COMCO & Price Surveillance

Current Swiss Competition & Pricing Consultant
Partner Interview
SMG Swiss Marketplace GroupRightmoveHemnetBaltic Classifieds GroupVend Marketplaces ASAREA GroupNetwork EffectsAuctions & ClassifiedsCommunication Services
Dec 21, 2025

Adyen vs Stripe: Competitive Positioning

Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
AdyenNLLarge CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 19, 2025

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Former Chip Engineer at Google
Partner Interview
MicrosoftUSMega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 19, 2025

Hemnet: Pricing Fatigue & Booli–Hittamäklar Lead Economics

Current Franchise owner at SkandiaMäklarna
Partner Interview
HemnetSELarge CapRightmoveVend Marketplaces ASAZooplaREA GroupBaltic Classifieds GroupSMG Swiss Marketplace GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
Dec 17, 2025

GitLab & AI Disruption

Former VP of Products
Partner Interview
GitLabUSMid CapGitHubAtlassianSmartsheetMicrosoftGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services
Dec 17, 2025

Amazon.com & European Auto Parts Retail

Former Marketplace Manager at Amazon
IP Icon
IP Interview
AmazonUSMega CapInter CarsLKQAuto PartnerScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B MiddlemenConsumer Discretionary
Dec 16, 2025

Thryv: SMB SaaS Pivot & Keap-Led Replatforming

Former Director of Product Marketing at Thryv
Partner Interview
ThryvUSSmall CapMicrosoftSamsung ElectronicsHubSpotStripeGoogleMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyConsumer Discretionary
Dec 12, 2025

Adyen: Cross-Border Customer Perspective

Head of Payments at Nord Security
Partner Interview
AdyenNLLarge CapStripeFiservPayPalWorldpayGlobal PaymentsCheckout.comNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyIndustrials
Dec 9, 2025

Wayfair: CastleGate 3PL Opportunity & Replatforming

Former Head of Product at Wayfair
Partner Interview
WayfairUSLarge CapAmazonWilliams-SonomaArhausRHThe Home DepotWestwinghome24Counter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary
Dec 9, 2025

Allegro: 1P Operations & Logistics Economics

Former 1P Category Head at Allegro
Partner Interview
AllegroLUMid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 8, 2025

Coupang: Korean E-Commerce Ad Sales

Former Sales Executive at Coupang
Partner Interview
Coupang IncTikTok ShopAmazonSeaByteDanceScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Dec 8, 2025

Carvana: Service Expansion Amid Reconditioning Capacity Limits

Former Associate Director of Inspection Centers at Carvana
Partner Interview
CarvanaUSLarge CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Dec 8, 2025

Allegro: Chinese Merchants & Temu Competition

Former Account Manager at Allegro
Partner Interview
AllegroLUMid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
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

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