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Medline vs Cardinal Health: Med-Surg Distribution & Private Label Strategy

Partner Interview
Medline Inc.•US•Large CapCardinal HealthAmazonMcKessonNetwork EffectsPhysical Infra & Networks
Sep 17, 2026

Shopee: 1P vs 3P Strategy, Fulfillment Penetration & SPX Logistics

Partner Interview
Sea•SG•Large CapShopeeMeituanTikTok ShopByteDanceNetwork EffectsVertically Integrated Retailer
Sep 15, 2026

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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IP Interview
Google•US•Mega CapAnthropicOpenAIMicrosoftAmazonSalesforceNVIDIAHarvey AISwitching CostsPhysical Infra & Networks
Sep 15, 2026

Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling

Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & Networks
Sep 14, 2026

QXO: M&A Growth Strategy & Margin Structure

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCarlisle CompaniesGAF RoofingJohns ManvilleSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Sep 14, 2026

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026

James Hardie: Fiber Cement Price Elasticity & Contractor Economics

Partner Interview
James Hardie Industries plc•IE•Large CapQXOLouisiana-PacificScale EconomiesB2B Middlemen
Sep 11, 2026

Business Wire, Cision & Access Newswire: IR vs PR Newswire Strategy

Partner Interview
Access Newswire•US•Small CapOpenAIAnthropicBerkshire HathawayScale EconomiesInsurers & Financials
Sep 11, 2026

FTAI Aviation: CFM56 Conversion & Data Center Power Viability

Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost Operators
Sep 10, 2026

AutoZone vs O'Reilly: Commercial Pro Business & Parts Availability

Partner Interview
AutoZone•US•Large CapOReilly AutomotiveAdvance Auto PartsScale EconomiesB2B Middlemen
Sep 10, 2026

Shopee & TikTok Shop: Southeast Asia E-Commerce Competitive Dynamics

Partner Interview
Sea•SG•Large CapShopeeOpenAITemuSHEINByteDanceCounter PositioningVertically Integrated Retailer
Sep 8, 2026

SiFive & ARM: RISC-V's Path to Data Center Compute

Partner Interview
Arm•GB•Mega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Anthropic: Compute Strategy, Enterprise AI & Hyperscaler Leverage

Partner Interview
AnthropicMicrosoftAmazonGoogleOpenAISpaceXNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Palantir Foundry: Data Ingestion, Ontology Architecture & Enterprise Value Creation

Partner Interview
Palantir•US•Mega CapDatabricksAmazonSwitching CostsB2B Software
Sep 4, 2026

Shopify: A £2M DTC Multi Channel Sleep Brand on Pricing , Apps & Switching Cots

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IP Interview
Shopify•CA•Large CapKlaviyoMetaCostco WholesaleNetwork EffectsB2B Software
Sep 3, 2026

SeaMoney: Building a Credit Risk Framework in Southeast Asia

Partner Interview
Sea•SG•Large CapMeituanCoupang IncNetwork EffectsVertically Integrated Retailer
Sep 3, 2026

DoorDash New Verticals: Grocery Market Entry & Stock-Up Strategy

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IP Interview
DoorDash•US•Large CapInstacartAldiAmazonUberNetwork EffectsMarketplaces & Platforms
Sep 1, 2026

AutoZone vs O'Reilly: Commercial Ramp-up from a Collision Repair Customer

Partner Interview
AutoZone•US•Large CapOReilly AutomotiveScale EconomiesB2B Middlemen
Aug 28, 2026
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AWS, Nebius, & AI Data Center ROIC

Amazon•US•Mega CapNebius GroupMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Aug 27, 2026

Copart, Progressive & the Structural Shift in Auto Insurance Claims

Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & Classifieds
Aug 27, 2026

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