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May 13, 2026

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Partner Interview

Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services

IP References

May 4, 2026

Amazon Retail CEO: Doug Herrington

IP Reference Check

Management CheckAmazon•US•Mega CapNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

May 4, 2026

Microsoft Copilot: Enterprise Adoption, Pricing Strategy & Distribution Moat

Partner Interview

Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services

Apr 29, 2026

Boku vs Bango: Direct Carrier Billing & Bundling Strategies

Partner Interview

Boku•US•Small CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology

Apr 28, 2026

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

Partner Interview

DICKS Sporting Goods•US•Large CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

Apr 28, 2026

OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection

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

Partner Interview

Auto Trader Group•GB•Mid CapNetwork EffectsMarketplaces & PlatformsCommunication Services

Weekly update

Apr 28, 2026

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

Sap Se•DE•Large CapGoogleMicrosoftAnthropicOpenAIConstellation Software

Apr 27, 2026

SAP: Leadership Challenges, Sovereign Cloud & AI Strategy

Partner Interview

Sap Se•DE•Large CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services

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AWS: Unit Economics, Infrastructure Scaling, and the AI Transition

Synopsys & Cadence: AlphaChip Recursive Intelligence Risk

Carvana Wholesale: Inspection Technology, AI Detection & Speed to Market

Coupang: Logistics Network Design & Storage Capacity Constraints

The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison

Uber Eats vs DoorDash: Basket Size & Unit Economics

dLocal: Merchant of Record Model & Emerging Markets Strategy

Uber Eats vs DoorDash: Competitive Dynamics & Product Strategy

Uber One: Membership Economics, Member Retention & Growth Strategy

Cogent's Sprint Wave Network: Sales Execution & Customer Adoption Challenges

Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Amazon Retail CEO: Doug Herrington

Microsoft Copilot: Enterprise Adoption, Pricing Strategy & Distribution Moat

Boku vs Bango: Direct Carrier Billing & Bundling Strategies

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

OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection

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

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

SAP: Leadership Challenges, Sovereign Cloud & AI Strategy