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Jun 26, 2026
Microsoft Agent 365, OpenAI DeployCo, & Enterprise AI Adoption
Jun 25, 2026
Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 25, 2026
CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics
Partner Interview
Safran•FR•Large CapGeneral ElectricFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsJun 23, 2026
Coupang & Amazon: Comparing Retail P&L Structure & Cost Optimization
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryJun 22, 2026
Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
Google TPU vs NVIDIA GPU: Training, Inference & Total Cost of Ownership
Partner Interview
Google•US•Mega CapOpenAIAnthropicTSMCNVIDIAMicrosoftAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJun 22, 2026
Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact
Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
IP References
Jun 20, 2026
Netflix Culture & Bela Bajaria Content Leadership Style
IP Reference Checks
Management CheckNetflix•US•Mega CapAmazonParamount GlobalWalt DisneyRokuWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
Jun 18, 2026
Zeta Global: First-Party Data & DSP Strategy for Mid-Market Agencies
Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJun 17, 2026
Lennar Even Flow Construction: Subcontractor Cost Advantages by Trade
Partner Interview
Lennar•US•Large CapD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 17, 2026
Nvidia, Intel & the GPU-to-CPU Ratio in Agentic AI Infrastructure
Partner Interview
NVIDIA•US•Mega CapAnthropicOpenAITSMCIntelArmGoogleAmazonMicrosoftApplied MaterialsProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Jun 16, 2026
Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk
Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast
Jun 15, 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 ServicesJun 15, 2026
SK Hynix, Samsung & Micron: HBM4 Competitive Positioning & Yield Dynamics
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJun 12, 2026
Lennar vs D.R. Horton: Comparing Even-Flow Execution and Margin Trade-offs
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 12, 2026
Google Gemini, Anthropic & the AI Harness Layer
Partner Interview
Google•US•Mega CapAmazonMicrosoftAnthropicOpenAINetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJun 12, 2026
Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization
Jun 10, 2026
MMT: Arcline Acquisition Strategy & R&D Underinvestment
Partner Interview
Perimeter Solutions•US•Mid CapMSIBoston ScientificMedtronicSwitching CostsScale EconomiesMission Critical Products & ServicesMaterialsHealth CareJun 10, 2026
Coupang: Supply Chain Operations & Comparing Long-Term Margins with Amazon
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryWeekly update
Jun 10, 2026
Perimeter Solutions & GE Vernova
Perimeter Solutions•US•Mid CapGE VernovaSiemens Energy
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