Explore our full content library.
Jul 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 & ServicesMaterialsJun 30, 2026
Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJun 29, 2026
Howmet, PCC & the Single Crystal Blade Bottleneck
Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGeneral ElectricSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancialsJun 29, 2026
Nebius vs CoreWeave: Business Model, Financing & Path to Profitability
Partner Interview
Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJun 29, 2026
Amazon & the Threat to Freight Forwarding & 3PL Services
Partner Interview
Amazon•US•Mega CapDHLFedExXPOOld Dominion Freight LineNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsJun 26, 2026
Microsoft Agent 365, OpenAI DeployCo, & Enterprise AI Adoption
Jun 25, 2026
Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 25, 2026
CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics
Partner Interview
Safran•FR•Large CapGeneral ElectricFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsJun 23, 2026
Coupang & Amazon: Comparing Retail P&L Structure & Cost Optimization
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryJun 22, 2026
Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
Google TPU vs NVIDIA GPU: Training, Inference & Total Cost of Ownership
Partner Interview
Google•US•Mega CapOpenAIAnthropicTSMCNVIDIAMicrosoftAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJun 22, 2026
Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact
Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
IP References
Jun 20, 2026
Netflix Culture & Bela Bajaria Content Leadership Style
IP Reference Checks
Management CheckNetflix•US•Mega CapAmazonParamount GlobalWalt DisneyRokuWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
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 DiscretionaryWeekly update
Jun 16, 2026
Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk
Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast
Showing 20 of 1000 results