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May 13, 2026
AWS: Unit Economics, Infrastructure Scaling, and the AI Transition
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesMay 12, 2026
Coupang: Logistics Network Design & Storage Capacity Constraints
Partner Interview
Coupang IncKlaviyoAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMay 12, 2026
The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison
Partner Interview
The Trade Desk•US•Large CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryMay 6, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMay 4, 2026
Microsoft Copilot: Enterprise Adoption, Pricing Strategy & Distribution Moat
Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAIAnthropicGitHubDatabricksNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 28, 2026
DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership
Partner Interview
DICKS Sporting Goods•US•Large CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryApr 28, 2026
OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection
Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 27, 2026
The Trade Desk vs Amazon: Platform Capabilities, Pricing & Agency Relationships
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 25, 2026
AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 24, 2026
Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryApr 24, 2026
Amazon DSP: Gaining Share from Google & The Trade Desk in Europe
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 23, 2026
The Trade Desk: Challenges from Amazon DSP & Big Tech Competition
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 22, 2026
The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleOpenAIPubMaticWPPOmnicomPublicis GroupeNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Weekly update
Apr 21, 2026
Workday, Progressive Insurance, Games Workshop
WorkdayHasbroThe ProgressiveLemonadeOracleSap SeWorkdayHasbroThe ProgressiveLemonadeOracleSap Se
Apr 20, 2026
Dick's Sporting Goods: Merchandising Strategy & Execution Culture
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasAmazonScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryApr 20, 2026
The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleWPPOmnicomPubMaticMagniteOpenAINetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 20, 2026
Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsApr 20, 2026
Auto Partner: Export Model, Growth Ceiling & Structural Pricing
Apr 9, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
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