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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 ServicesJul 7, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 6, 2026
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 6, 2026
The Trade Desk vs DV360: A Buyer's Perspective
Partner Interview
The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 6, 2026
Coupang: WOW Membership Ceiling, Ad Monetization & Regulatory Risk
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryJul 3, 2026
The Trade Desk vs Amazon DSP: Platform Selection
Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 1, 2026
CoreWeave, Nebius & the Neocloud Value Chain
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 1, 2026
CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions
Partner Interview
Safran•FR•Large CapGeneral ElectricFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsJul 1, 2026
MMT & Perimeter Solutions: Catheter Equipment M&A Integration Playbook
Partner Interview
Perimeter Solutions•US•Mid CapMSISwitching CostsScale EconomiesMission Critical Products & ServicesMaterialsShowing 20 of 1000 results