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Jan 13, 2026

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Former Generative AI Director at Amazon Web Services

Partner Interview

Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Dec 28, 2025

Qualcomm, Apple, & High Performance Computing

Former Senior Executive at Qualcomm

Partner Interview

Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Dec 28, 2025

Deere & Company: Culture Drift & Employee Morale

Former Lead Artchitect at John Deere

Partner Interview

Deere & Company•US•Large CapCNH IndustrialAGCOMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer Discretionary

Dec 28, 2025

FTAI Aviation: MRO Market Share and PMA Opportunity

Former Director at CFM International and Korry Electronics, Transdigm

Partner Interview

FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials

Dec 28, 2025

Kaspi: Hepsiburada & Turkish E-commerce

Former Head of Marketplace Operations at Hepsiburada

Partner Interview

Kaspikz•KZ•Large CapAmazonAlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary

Dec 28, 2025

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Former Strategy & Operations Lead of DashPass at DoorDash

Partner Interview

DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology

Dec 23, 2025

Amazon: Poland Retail Launch & Allegro

Former Manager at Amazon

IP Interview

Amazon•US•Mega CapAllegroInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services

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Zeta Global: Marketing Platform Economics, Pricing & Competition

MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines

NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing

DCC plc: US Propane Business & Market Structure

Root Inc: Carvana & Building a Scalable Partnerships Platform

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Google: TPU & Broadcom Relationship

Deere & Co: Software Portfolio

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI

Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing

Perimeter Solutions: MMT History, SYNEO, and Catheter Manufacturing

NVIDIA, Trainium, Claude Training & Inference Demand

AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs

Qualcomm, Apple, & High Performance Computing

Deere & Company: Culture Drift & Employee Morale

FTAI Aviation: MRO Market Share and PMA Opportunity

Kaspi: Hepsiburada & Turkish E-commerce

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Amazon: Poland Retail Launch & Allegro