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Jan 20, 2026
Kaspi: Hepsiburada vs Trendyol Pricing
Former Global Head of Pricing and Assortment at Hepsiburada (acquired by Kaspi
Partner Interview
Kaspikz•KZ•Large CapAmazonScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryJan 20, 2026
TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights
Former Director of ESPN and SVP at a Leading Sports Media Rights Group
Partner Interview
TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation TechnologyJan 20, 2026
NVIDIA vs Google TPU: Training Performance per $ per Watt
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAISwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Former Quality Director at Airbus
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrialsJan 19, 2026
FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges
Former Vice President, Global Services Aeroderivatives at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergySafranGE AerospaceMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
MTU Aero Engines: GTF vs LEAP & Economies of Scale
Former CEO of MTU Maintenance, MTU Aero Engines
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceSafranRolls-RoyceRTXStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 19, 2026
The Trade Desk: Cost Perception & Independence
Former Manager at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 18, 2026
DCC Plc: US Propane M&A Strategy, Process & Criteria
Former Analyst at DCC Plc
Partner Interview
DCC•IE•Mid CapAmeriGasFerrellgasScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 18, 2026
Amazon Ads Evolution & DSP Share Gains
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 15, 2026
DCC Plc: Mobility & Card Business
Former Managing Director at DCC Plc
Partner Interview
DCC•IE•Mid CapAlimentation Couche-TardBP p.l.c.UGIVivo EnergyScale EconomiesSerial AcquirerPhysical Infra & NetworksVertically Integrated RetailerEnergyIndustrialsConsumer DiscretionaryConsumer StaplesUtilitiesJan 15, 2026
Allegro: Amazon Poland GMV Trajectory & Marketplace Mix
Former Manager at Amazon
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 14, 2026
DCC Plc: UK LPG Business & Market Structure
Former Logisitics Manager at DCC UK (Flogas)
Partner Interview
DCC•IE•Mid CapUGIScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 13, 2026
Zeta Global: Marketing Platform Economics, Pricing & Competition
Former VP at Zeta Global
Partner Interview
Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
DCC plc: US Propane Business & Market Structure
Former General Manager at DCC
Partner Interview
DCC•IE•Mid CapAmeriGasFerrellgasScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 8, 2026
Root Inc: Carvana & Building a Scalable Partnerships Platform
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryJan 7, 2026
Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility
Account Executive at Western Logistics
Jan 6, 2026
Google: TPU & Broadcom Relationship
Former Chip Engineer at Google
Partner Interview
Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer Discretionary
Company Profile
Jan 6, 2026
Deere & Co: Software Portfolio
IP Company Learning Journey
IP ResearchDeere & Company•US•Large CapAGCOCNH IndustrialBayerMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsHealth CareConsumer Discretionary
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