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QXO & TruTeam: A Homebuilder's Perspective on Insulation Installation

Partner Interview
QXO•US•Large CapTopBuildInstalled Building ProductsScale EconomiesB2B Middlemen
Oct 2, 2026

AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook

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Amazon•US•Mega CapAnthropicOpenAIMetaGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Oct 2, 2026

Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability

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Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Oct 2, 2026

Coupang Taiwan: Retail Strategy, Logistics Build-out & Competitive Positioning

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Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Oct 1, 2026

Machine Solutions vs MMT: Competing in Catheter Manufacturing Equipment

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Perimeter Solutions•US•Mid CapMachine SolutionsScale EconomiesMission Critical Products & Services
Sep 30, 2026
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AI Inference Portability, Amrize, Salesforce Churn, Copart Share Loss

Amazon•US•Mega CapSalesforceSwitching CostsB2B Software
Sep 30, 2026

HPE vs Dell: Server Market Dynamics & Competitive Positioning

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Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & Services
Sep 28, 2026

AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability

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Amazon•US•Mega CapCoreWeaveNebius GroupGoogleMicrosoftIRENNVIDIAOracleSwitching CostsPhysical Infra & Networks
Sep 25, 2026

Shopee & TikTok Shop: Live Commerce, Discounting & Southeast Asia E-commerce

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Sea•SG•Large CapShopeeTikTok ShopByteDanceNetwork EffectsVertically Integrated Retailer
Sep 25, 2026

StandardAero & GE: Source-Approved Repairs, Pricing Power & LEAP Opportunity

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StandardAero•US•Mid CapChromalloyGeneral Electric CompanySafranFTAI AviationRTXScale EconomiesMission Critical Products & Services
Sep 24, 2026
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Weekly update

AWS, Anthropic, & AI Backlog Risk, LVMH, Uber vs Waymo

Amazon•US•Mega CapAnthropicNetwork EffectsPhysical Infra & Networks
Sep 23, 2026

AWS: AI Server Payback & Neocloud Competition

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Amazon•US•Mega CapGoogleSpaceXAnthropicCoreWeaveMicrosoftNVIDIANebius GroupSwitching CostsPhysical Infra & Networks
Sep 23, 2026

StandardAero: Jet Engine Component Repair, Catalog Development & MRO Supply Chain

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StandardAero•US•Mid CapFTAI AviationGE AerospaceRTXSafranScale EconomiesMission Critical Products & Services
Sep 23, 2026

AWS and Anthropic Relationship & AI Backlog Risk

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Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Sep 22, 2026

Alphabet: Talent Retention & Frontier Model Competition

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Google•US•Mega CapOpenAIAnthropicCoreWeaveAmazonMicrosoftNetwork EffectsPhysical Infra & Networks
Sep 21, 2026

Allegro: Advertising Intensity, Smart! Program Economics & Competitive Moat

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Allegro•LU•Mid CapTemuShopeeSHEINByteDanceAmazonCounter PositioningVertically Integrated Retailer
Sep 21, 2026

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

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

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

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

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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

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

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

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