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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 DiscretionaryApr 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 ServicesApr 27, 2026
The Trade Desk vs Amazon: Platform Capabilities, Pricing & Agency Relationships
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 25, 2026
AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 24, 2026
Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryApr 24, 2026
Amazon DSP: Gaining Share from Google & The Trade Desk in Europe
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 23, 2026
The Trade Desk: Challenges from Amazon DSP & Big Tech Competition
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 22, 2026
The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleOpenAIPubMaticWPPOmnicomPublicis GroupeNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Weekly update
Apr 21, 2026
Workday, Progressive Insurance, Games Workshop
WorkdaySAPHasbroThe ProgressiveLemonadeOracleWorkdaySAPHasbroThe ProgressiveLemonadeOracle
Apr 20, 2026
Dick's Sporting Goods: Merchandising Strategy & Execution Culture
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasAmazonScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryApr 20, 2026
The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleWPPOmnicomPubMaticMagniteOpenAINetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 20, 2026
Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsApr 20, 2026
Auto Partner: Export Model, Growth Ceiling & Structural Pricing
Apr 9, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Apr 6, 2026
Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsApr 5, 2026
Samsung, SK Hynix & Micron: HBM Packaging & Thermal Management Competition
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryApr 4, 2026
HBM, DRAM & NAND: Memory Hierarchy for AI Workloads
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 3, 2026
CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs
Apr 1, 2026
SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryMar 25, 2026
James Hardie Industries vs Louisiana-Pacific Corporation: Regional Duopoly, Market Segmentation & Vinyl Siding
Partner Interview
Louisiana-Pacific•US•Mid CapJames Hardie Industries plcBoise CascadeScale EconomiesMaterialsIndustrialsShowing 20 of 1000 results