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Dec 30, 2025
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 ServicesDec 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 ServicesDec 29, 2025
Raspberry Pi: OEM / Distributor Perspective
Raspberry Pi Distributor
Partner Interview
Raspberry Pi•GB•Small CapQualcommNetwork EffectsInformation TechnologyDec 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 TechnologyFinancialsDec 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 DiscretionaryDec 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 DiscretionaryDec 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 TechnologyDec 24, 2025
Copart: International Import Share & IAA Pricing Gap
International Copart Buyer
Dec 23, 2025
Amazon: Poland Retail Launch & Allegro
Former Manager at Amazon
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 ServicesDec 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 DiscretionaryDec 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 DiscretionaryDec 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 EstateDec 17, 2025
GitLab & AI Disruption
Former VP of Products
Partner Interview
GitLab•US•Mid CapGitHubAtlassianSmartsheetMicrosoftGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesDec 17, 2025
Amazon.com & European Auto Parts Retail
Former Marketplace Manager at Amazon
Dec 16, 2025
Thryv: SMB SaaS Pivot & Keap-Led Replatforming
Former Director of Product Marketing at Thryv
Partner Interview
Thryv•US•Small CapMicrosoftSamsung ElectronicsHubSpotStripeGoogleMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyConsumer DiscretionaryDec 12, 2025
Adyen: Cross-Border Customer Perspective
Head of Payments at Nord Security
Partner Interview
Adyen•NL•Large CapStripeFiservPayPalWorldpayGlobal PaymentsCheckout.comNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyIndustrialsDec 9, 2025
Wayfair: CastleGate 3PL Opportunity & Replatforming
Former Head of Product at Wayfair
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaArhausRHThe Home DepotWestwinghome24Counter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryDec 9, 2025
Allegro: 1P Operations & Logistics Economics
Former 1P Category Head at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 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 ServicesShowing 20 of 1000 results