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Shopee vs TikTok Shop: Cost to Serve

Partner Interview
Sea•SG•Large CapShopeeByteDanceOpenAINetwork EffectsVertically Integrated Retailer
Oct 16, 2026

Meta Data Centers: GPU vs CPU Roles in AI Inference and Training

Partner Interview
Meta•US•Mega CapMicrosoftAmazonGoogleAdvanced Micro DevicesNVIDIACredo TechnologyAmphenolIntelNetwork EffectsPhysical Infra & Networks
Oct 16, 2026

Wayfair Professional: B2B Enterprise Sales & Go-To-Market Gaps

Partner Interview
Wayfair•US•Large CapAmazonCounter PositioningVertically Integrated Retailer
Oct 16, 2026

Volex: Data Center Copper Cable Positioning & Optical Transition Risk

Partner Interview
Volex•GB•Small CapNVIDIAAmazonAmphenolKoch IndustriesSwitching CostsMission Critical Products & Services
Oct 15, 2026

AWS: Nvidia GPU Procurement, HBM Pricing Dynamics & Trainium Supply Chain

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Amazon•US•Mega CapNVIDIASK hynixMicron TechnologyMicrosoftGoogleSwitching CostsPhysical Infra & Networks
Oct 15, 2026

AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD

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Amazon•US•Mega CapGoogleMicrosoftByteDanceCoreWeaveAnthropicOpenAINebius GroupWestern DigitalSamsung ElectronicsInternational Business MachinesNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

AWS vs CoreWeave: Power Procurement for AI Data Centers

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CoreWeave•US•Large CapOpenAIAnthropicAmazonNebius GroupMicrosoftGoogleTalen Energy CorporationNetwork EffectsPhysical Infra & Networks
Oct 13, 2026

Volex & AWS: Data Center Interconnect Qualification & Competitive Position

Partner Interview
Volex•GB•Small CapAmphenolKoch IndustriesNVIDIAAmazonSwitching CostsMission Critical Products & Services
Oct 13, 2026

Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints

Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & Services
Oct 9, 2026

QXO & TopBuild: A Homebuilder's Perspective on the Post-Acquisition Integration

Partner Interview
QXO•US•Large CapScale EconomiesB2B Middlemen
Oct 8, 2026

Chromalloy & FTAI Aviation: CFM56 HPT Blade PMA Development

Partner Interview
FTAI Aviation•US•Large CapChromalloySpaceXSafranGeneral Electric CompanyHowmet AerospaceScale EconomiesMission Critical Products & Services
Oct 8, 2026

HBM Supply, De-stacking & the DRAM Cycle Peak

Partner Interview
SK hynix•KR•Mega CapAnthropicTSMCMicron TechnologyNVIDIAProcess PowerMission Critical Products & Services
Oct 6, 2026

AWS Data Center CapEx: Planning Cycles, GPU Mix & Margin Outlook

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Amazon•US•Mega CapNVIDIAMicrosoftGoogleNebius GroupCoreWeaveSwitching CostsPhysical Infra & Networks
Oct 5, 2026

Cloudflare: Growth Marketing, Land-and-Expand, & Product Perception

Partner Interview
Cloudflare•US•Large CapZscalerAmazonGoogleNetwork EffectsPhysical Infra & Networks
Oct 5, 2026

QXO & TruTeam: A Homebuilder's Perspective on Insulation Installation

Partner Interview
QXO•US•Large CapTopBuildInstalled Building ProductsScale EconomiesB2B Middlemen
Oct 2, 2026

AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook

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Amazon•US•Mega CapAnthropicOpenAIMetaGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Oct 2, 2026

Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability

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Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Oct 2, 2026

Machine Solutions vs MMT: Competing in Catheter Manufacturing Equipment

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Perimeter Solutions•US•Mid CapMachine SolutionsScale EconomiesMission Critical Products & Services
Sep 30, 2026
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AI Inference Portability, Amrize, Salesforce Churn, Copart Share Loss

Amazon•US•Mega CapSalesforceSwitching CostsB2B Software
Sep 30, 2026

HPE vs Dell: Server Market Dynamics & Competitive Positioning

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & Services
Sep 28, 2026

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