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Jul 7, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 6, 2026
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 6, 2026
The Trade Desk vs DV360: A Buyer's Perspective
Partner Interview
The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 6, 2026
Coupang: WOW Membership Ceiling, Ad Monetization & Regulatory Risk
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryJul 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 & ServicesMaterials
Weekly update
Jul 1, 2026
Howmet Single Crystal Blades, AMZN Logistics, Synopsys & Cadence AI Risk
Howmet Aerospace•US•Large CapAmazonSynopsysCadence Design Systems
Jun 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 ServicesShowing 20 of 1000 results