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Zeta Global: Unifying CDP, Email, & DSP Across the Customer Lifecycle
Oct 29, 2026
Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskNetwork EffectsMarketplaces & PlatformsOct 29, 2026
Honeywell Aerospace: Casting Supply Chain Bottlenecks & Qualification Timelines
Oct 28, 2026
Partner Interview
Honeywell Aerospace Inc.•US•Large CapDoncastersChromalloyHowmet AerospaceGeneral Electric CompanyBerkshire HathawaySwitching CostsMission Critical Products & ServicesOct 28, 2026
Shopee Brazil: Building SPX, Fulfillment, and Take Rate Expansion
Oct 28, 2026
Partner Interview
Sea•SG•Large CapShopeeTemuTikTok ShopMercadoLibreNetwork EffectsVertically Integrated RetailerOct 28, 2026
Coupang: Taiwan as the Proof of Concept for Southeast Asia
Oct 27, 2026
Partner Interview
Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & NetworksOct 27, 2026
Intel & AMD: x86 vs Arm in the Agentic AI CPU Market
Oct 27, 2026
Partner Interview
Intel Corporation•US•Mega CapAdvanced Micro DevicesOpenAIAnthropicArmNVIDIATSMCAmazonSwitching CostsMission Critical Products & ServicesOct 27, 2026
YouTube: Why Originals Were Shut Down and Live Sports Rights Bought
Oct 26, 2026
Partner Interview
Google•US•Mega CapMetaAmazonByteDanceNetflixNetwork EffectsMarketplaces & PlatformsOct 26, 2026
StandardAero: Engine MRO Moats from Turboprops to LEAP
Oct 26, 2026
Partner Interview
StandardAero•US•Mid CapDelta TechOpsLufthansa TechnikRTXGeneral Electric CompanySafranScale EconomiesMission Critical Products & ServicesOct 26, 2026
CoreWeave & Neoclouds: Financing Risk, Contract Renewals & GPU Depreciation
Oct 26, 2026
Partner Interview
OpenAIAnthropicCoreWeaveNebius GroupAmazonMicrosoftGoogleIRENNetwork EffectsPhysical Infra & NetworksOct 26, 2026
StandardAero: M&A Synergies & Component Repair Acquisition Strategy
Oct 20, 2026
Partner Interview
StandardAero•US•Mid CapHoneywell Aerospace Inc.Scale EconomiesMission Critical Products & ServicesOct 20, 2026
NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective
Oct 20, 2026
Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & NetworksOct 20, 2026
QXO & Beacon: Distributor Consolidation from a Commercial Roofer's Perspective
Oct 19, 2026
Partner Interview
QXO•US•Large CapScale EconomiesB2B MiddlemenOct 19, 2026
Shopee vs TikTok Shop: Cost to Serve
Oct 16, 2026
Partner Interview
Sea•SG•Large CapShopeeByteDanceOpenAINetwork EffectsVertically Integrated RetailerOct 16, 2026
Meta Data Centers: GPU vs CPU Roles in AI Inference and Training
Oct 16, 2026
Partner Interview
Meta•US•Mega CapMicrosoftAmazonGoogleAdvanced Micro DevicesNVIDIACredo TechnologyAmphenolIntelNetwork EffectsPhysical Infra & NetworksOct 16, 2026
Wayfair Professional: B2B Enterprise Sales & Go-To-Market Gaps
Oct 16, 2026
Partner Interview
Wayfair•US•Large CapAmazonCounter PositioningVertically Integrated RetailerOct 16, 2026
Volex: Data Center Copper Cable Positioning & Optical Transition Risk
Oct 15, 2026
Partner Interview
Volex•GB•Small CapNVIDIAAmazonAmphenolKoch IndustriesSwitching CostsMission Critical Products & ServicesOct 15, 2026
AWS: Nvidia GPU Procurement, HBM Pricing Dynamics & Trainium Supply Chain
Oct 15, 2026
Oct 15, 2026
AWS S3 & the Storage Pyramid: Economics from Glacier to Direct-Attached SSD
Oct 13, 2026
Oct 13, 2026
AWS vs CoreWeave: Power Procurement for AI Data Centers
Oct 13, 2026
Oct 13, 2026
Volex & AWS: Data Center Interconnect Qualification & Competitive Position
Oct 13, 2026
Partner Interview
Volex•GB•Small CapAmphenolKoch IndustriesNVIDIAAmazonSwitching CostsMission Critical Products & ServicesOct 13, 2026
Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints
Oct 9, 2026
Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & ServicesOct 9, 2026
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