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StandardAero: Component Repair Strategy & Growth Through Acquisitions

Partner Interview
StandardAero•US•Mid CapMTU Aero EnginesGE AerospaceSafranRTXProcess PowerMission Critical Products & Services
Nov 13, 2026

AWS & Anthropic: Marketplace Incentives and Partner Economics

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IP Interview
Amazon•US•Mega CapAnthropicOpenAICoreWeaveNebius GroupGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Nov 13, 2026

HEICO, Wencor & Chromalloy: PMA Penetration and the Lessor Return-Condition Barrier

Partner Interview
HEICO•US•Large CapWencorChromalloyFTAI AviationSafranGeneral Electric CompanyScale EconomiesMission Critical Products & Services
Nov 10, 2026

Volex: AEC, ACC, & Optical Interconnects in AI Data Centers

Partner Interview
Volex•GB•Small CapCoreWeaveAmazonAmphenolNVIDIACredo TechnologyTE ConnectivitySwitching CostsMission Critical Products & Services
Nov 9, 2026

Intel Foundry vs TSMC & Samsung: Capacity, Nodes & Advanced Packaging

Partner Interview
Intel Corporation•US•Mega CapAdvanced Micro DevicesASMAmazonAnthropicArmNVIDIAOpenAITSMCSwitching CostsMission Critical Products & Services
Nov 9, 2026

Nebius: EMEA Go-to-Market Strategy & Hyperscaler Competition

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IP Interview
Nebius Group•NL•Large CapCoreWeaveLambda LabsRevolutOpenAIAnthropicSpaceXAmazonMicrosoftGoogleMetaNetwork EffectsPhysical Infra & Networks
Nov 6, 2026

Magnite vs The Trade Desk: SSP Demand Aggregation & OpenPath Direct Deals

Partner Interview
Magnite•US•Mid CapOpenAIStackAdaptAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Nov 6, 2026

StandardAero & Aero Turbine: Military Component Repair Economics

Partner Interview
StandardAero•US•Mid CapRolls-RoyceMTU Aero EnginesScale EconomiesMission Critical Products & Services
Nov 4, 2026

AlphaChip: Reinforcement Learning for TPU Chip Floor Planning

Partner Interview
Google•US•Mega CapBroadcomAnthropicNVIDIAAmazonCadence Design SystemsSynopsysSwitching CostsPhysical Infra & Networks
Nov 2, 2026

Zeta Global: Unifying CDP, Email, & DSP Across the Customer Lifecycle

Partner Interview
Zeta Global•US•Mid CapAmazonThe Trade DeskNetwork EffectsMarketplaces & Platforms
Oct 29, 2026

Honeywell Aerospace: Casting Supply Chain Bottlenecks & Qualification Timelines

Partner Interview
Honeywell Aerospace Inc.•US•Large CapDoncastersChromalloyHowmet AerospaceGeneral Electric CompanyBerkshire HathawaySwitching CostsMission Critical Products & Services
Oct 28, 2026

Shopee Brazil: Building SPX, Fulfillment, and Take Rate Expansion

Partner Interview
Sea•SG•Large CapShopeeTemuTikTok ShopMercadoLibreNetwork EffectsVertically Integrated Retailer
Oct 28, 2026

Coupang: Taiwan as the Proof of Concept for Southeast Asia

Partner Interview
Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Oct 27, 2026

Intel & AMD: x86 vs Arm in the Agentic AI CPU Market

Partner Interview
Intel Corporation•US•Mega CapAdvanced Micro DevicesOpenAIAnthropicArmNVIDIATSMCAmazonSwitching CostsMission Critical Products & Services
Oct 27, 2026

YouTube: Why Originals Were Shut Down and Live Sports Rights Bought

Partner Interview
Google•US•Mega CapMetaAmazonByteDanceNetflixNetwork EffectsMarketplaces & Platforms
Oct 26, 2026

StandardAero: Engine MRO Moats from Turboprops to LEAP

Partner Interview
StandardAero•US•Mid CapDelta TechOpsLufthansa TechnikRTXGeneral Electric CompanySafranScale EconomiesMission Critical Products & Services
Oct 26, 2026

CoreWeave & Neoclouds: Financing Risk, Contract Renewals & GPU Depreciation

Partner Interview
OpenAIAnthropicCoreWeaveNebius GroupAmazonMicrosoftGoogleIRENNetwork EffectsPhysical Infra & Networks
Oct 26, 2026

StandardAero: M&A Synergies & Component Repair Acquisition Strategy

Partner Interview
StandardAero•US•Mid CapHoneywell Aerospace Inc.Scale EconomiesMission Critical Products & Services
Oct 20, 2026

NVIDIA vs TPU & Trainium: A Frontier AI Lab Buyer's Perspective

Partner Interview
NVIDIA•US•Mega CapSpaceXCoreWeaveAnthropicOpenAIGoogleMicrosoftAmazonSwitching CostsPhysical Infra & Networks
Oct 20, 2026

QXO & Beacon: Distributor Consolidation from a Commercial Roofer's Perspective

Partner Interview
QXO•US•Large CapScale EconomiesB2B Middlemen
Oct 19, 2026

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