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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 Discretionary
Weekly 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
Jun 9, 2026
Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times
Partner Interview
General Electric•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJun 8, 2026
GE Vernova vs Siemens: H-Class Gas Turbine Competition & Service Economics
Partner Interview
GE Vernova•US•Mega CapSiemens EnergyMitsubishi Heavy Industries, Ltd.FTAI AviationScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesJun 8, 2026
Wildfire Retardant, Air Tanker Capacity & US Federal Firefighting Policy
Jun 8, 2026
Marvell vs Broadcom: The 1.6T Optical DSP Market Share Battle
Partner Interview
Marvell Technology•US•Mega CapLumentumCoherentAnthropicOpenAIAstera LabsBroadcomGoogleMicrosoftAmazonNVIDIANetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 5, 2026
Siemens Energy & GE Vernova: Power Transformer Economics & Data Center Demand
Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.SiemensHitachiFTAI AviationScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesJun 3, 2026
SK Hynix & Samsung: DRAM Technology Node Transitions & Output Growth
Partner Interview
SK hynix•KR•Mega CapTSMCAnthropicSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJun 1, 2026
SK Hynix, Samsung & Micron: DRAM Pricing Power in the AI Infrastructure Build
Partner Interview
SK hynix•KR•Mega CapTSMCNVIDIAMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJun 1, 2026
SK Hynix vs Samsung: New Fab Capacity, Production Ramp & Market Impact Through 2030
Partner Interview
SK hynix•KR•Mega CapTSMCSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryShowing 20 of 1000 results