Explore our full content library.

Found 1000+ results in 5ms

Jan 7, 2026

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Former Generative AI Director at Amazon Web Services

Partner Interview

Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Dec 30, 2025

Toast: POS and Payments Platform Strategy

Former VP of Product at Toast

Partner Interview

PAR•US•Small CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareFinancialsConsumer DiscretionaryCommunication Services

Dec 29, 2025

Raspberry Pi: OEM / Distributor Perspective

Raspberry Pi Distributor

Partner Interview

Raspberry Pi•GB•Small CapQualcommNetwork EffectsInformation Technology

Dec 28, 2025

Klarna Group, PayPal and BNPL Product Positioning

Former Senior Product Manager, BNPL at Klarna

Partner Interview

Klarna Group plc•GB•Large CapAffirmVisaMastercardPayPalAdyenCheckout.comStripeNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancials

Dec 28, 2025

Qualcomm, Apple, & High Performance Computing

Former Senior Executive at Qualcomm

Partner Interview

Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Dec 28, 2025

Kaspi: Hepsiburada & Turkish E-commerce

Former Head of Marketplace Operations at Hepsiburada

Partner Interview

Kaspikz•KZ•Large CapAmazonAlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary

Dec 28, 2025

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Former Strategy & Operations Lead of DashPass at DoorDash

Partner Interview

DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology

Dec 24, 2025

Copart: International Import Share & IAA Pricing Gap

International Copart Buyer

IP Interview

Copart•US•Large CapRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary

Dec 23, 2025

Amazon: Poland Retail Launch & Allegro

Former Manager at Amazon

IP Interview

Amazon•US•Mega 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

Adyen•NL•Large 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

Microsoft•US•Mega 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

Hemnet•SE•Large CapRightmoveVend Marketplaces ASAZooplaREA GroupBaltic Classifieds GroupSMG Swiss Marketplace GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate

Showing 20 of 1000 results

Explore our full content library.

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Google: TPU & Broadcom Relationship

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

Zip: Enterprise BNPL Sales & Customer-Fee Pricing

AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI

Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing

NVIDIA, Trainium, Claude Training & Inference Demand

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Toast: POS and Payments Platform Strategy

Raspberry Pi: OEM / Distributor Perspective

Klarna Group, PayPal and BNPL Product Positioning

Qualcomm, Apple, & High Performance Computing

Kaspi: Hepsiburada & Turkish E-commerce

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Copart: International Import Share & IAA Pricing Gap

Amazon: Poland Retail Launch & Allegro

Swiss Marketplace Group: Understanding COMCO & Price Surveillance

Adyen vs Stripe: Competitive Positioning

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Hemnet: Pricing Fatigue & Booli–Hittamäklar Lead Economics