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Jul 24, 2026
Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy
Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 23, 2026
Wise: AML Compliance Failures & Belgian Prosecution
Partner Interview
Wise•GB•Mid CapRevolutEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 23, 2026
Lemonade, GEICO & the Durability of Incumbent Auto Insurers
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJul 20, 2026
The Trade Desk vs Amazon DSP: A Media Buyer's Perspective on Budget Allocation
Partner Interview
The Trade Desk•US•Mid CapMagniteInstacartStackAdaptRokuDoorDashAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
SAP RISE: A Colgate-Palmolive Customer's Perspective
Partner Interview
Sap Se•DE•Large CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 2026
Perimeter Solutions: USDA & USFS Retardant Contracting & Sole-Source Dynamics
Jul 20, 2026
ARM Holdings: Competitive Positioning, RISC-V Threats & Royalty Strategy
Partner Interview
Arm•GB•Mega CapAmazonGoogleNVIDIAQualcommInfineonAdvanced Micro DevicesIntelNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 2026
AppLovin E-Commerce Advertising: A Performance Agency's Perspective
Partner Interview
Applovin•US•Large CapThe Trade DeskAmazonMetaNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
US Forest Service: Wildland Fire Agency Merger & Impact on Retardant Contracting
Jul 17, 2026
SK Hynix: HBM Technology Advantage & Long-Term Demand Outlook
Partner Interview
SK hynix•KR•Mega CapASMLIntelTSMCNVIDIAGoogleMicron TechnologyAmazonSamsung ElectronicsProcess PowerSwitching CostsNetwork EffectsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 17, 2026
QXO & ABC Supply: Commercial Roofing Distribution Competitive Dynamics
Partner Interview
QXO•US•Large CapScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyJul 17, 2026
Zeta Global: Agency Perspective on Data Cloud & DSP Performance
Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskStackAdaptNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Weekly update
Jul 15, 2026
Wise, Hyperscalers vs Labs, Meta
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 14, 2026
Wise: KYC Operations, AML Compliance & Regulatory Remediation
Partner Interview
Wise•GB•Mid CapScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 14, 2026
Action vs Normal: French Discount Retail Competitive Dynamics
Partner Interview
3i Group•GB•Large CapAldiLidlSHEINCarrefourAction S.A.Scale EconomiesCounter PositioningVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 13, 2026
Perimeter Solutions: US Wildfire Air Tanker Relationships & Base Infrastructure
Jul 13, 2026
Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics
Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 13, 2026
SK Hynix, Samsung & Micron: Fab Timelines, LTA Structure & Capacity Planning
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsTSMCNVIDIAProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJul 13, 2026
BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity
Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCBerkshire HathawayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancialsJul 7, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesShowing 20 of 1000 results