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Klaviyo: Enterprise Push, AI Features & Partner Ecosystem

Partner Interview
Klaviyo•US•Mid CapShopifySalesforceBrazeSwitching CostsB2B Software
Oct 2, 2026

Dell Technologies: AI Server Backlog, Supply Chain & GPU Fulfillment Capacity

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesJuniper NetworksNVIDIASuper Micro ComputerVMwareProcess PowerMission Critical Products & Services
Oct 2, 2026

AppFolio vs Yardi: Product Differentiation & Competitive Positioning

Partner Interview
AppFolio•US•Mid CapYardiSecond NatureEliseAISwitching CostsB2B Software
Oct 2, 2026

TransDigm: IP Rights, Right to Repair & Congressional Pressure

Partner Interview
TransDigm Group•US•Large CapAndurilHEICOSwitching CostsMission Critical Products & Services
Oct 2, 2026

AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook

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IP Interview
Amazon•US•Mega CapAnthropicOpenAIMetaGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Oct 2, 2026

Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability

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IP Interview
Amazon•US•Mega CapOpenAIAnthropicMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Oct 2, 2026

Cadence & Synopsys: AI Disruption Risk to EDA Tools

Partner Interview
Synopsys•US•Large CapCadence Design SystemsOpenAISwitching CostsB2B Software
Oct 2, 2026

HEICO & Wencor: ABOM Strategy, PMA Pricing & Aftermarket Growth

Partner Interview
HEICO•US•Large CapJet Parts EngineeringChromalloyTransDigm GroupHoneywell Aerospace Inc. Common Stock When IssuedSwitching CostsMission Critical Products & Services
Oct 1, 2026

Coupang Taiwan: Retail Strategy, Logistics Build-out & Competitive Positioning

Partner Interview
Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Oct 1, 2026

Dynatrace: Sales Org Evolution, Partner Channel Strategy & Growth Outlook

Partner Interview
Dynatrace•US•Large CapDatadogSplunkAppDynamicsSwitching CostsB2B Software
Sep 30, 2026

Machine Solutions vs MMT: Competing in Catheter Manufacturing Equipment

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IP Interview
Perimeter Solutions•US•Mid CapMachine SolutionsScale EconomiesMission Critical Products & Services
Sep 30, 2026
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Weekly update

AI Inference Portability, Amrize, Salesforce Churn, Copart Share Loss

Amazon•US•Mega CapSalesforceSwitching CostsB2B Software
Sep 30, 2026

HPE vs Dell: Server Market Dynamics & Competitive Positioning

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAAmazonVMwareJuniper NetworksSuper Micro ComputerSwitching CostsMission Critical Products & Services
Sep 28, 2026

AppFolio & Second Nature: Resident Benefits Platform Partnership

Partner Interview
AppFolio•US•Mid CapSecond NatureYardiSwitching CostsB2B Software
Sep 28, 2026

HEICO & Chromalloy: PMA Adoption in the Lessor-Owned Engine Market

Partner Interview
HEICO•US•Large CapChromalloyTransDigm GroupSafranGeneral Electric CompanySwitching CostsMission Critical Products & Services
Sep 28, 2026

AWS vs Neoclouds: Gigawatt Revenue Models & Inference Portability

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IP Interview
Amazon•US•Mega CapCoreWeaveNebius GroupGoogleMicrosoftIRENNVIDIAOracleSwitching CostsPhysical Infra & Networks
Sep 25, 2026

Dell & HPE: AI Server Backlog, Margins & Supply Constraints

Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesNVIDIAProcess PowerMission Critical Products & Services
Sep 25, 2026

Palantir & SAP: Can Agentic AI Displace Legacy Systems of Record?

Partner Interview
Sap Se•DE•Mega CapPalantirSalesforceOracleSwitching CostsB2B Software
Sep 23, 2026
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Weekly update

AWS, Anthropic, & AI Backlog Risk, LVMH, Uber vs Waymo

Amazon•US•Mega CapAnthropicNetwork EffectsPhysical Infra & Networks
Sep 23, 2026

Salesforce Marketing Cloud: Churn Drivers & Share Gains for Braze and Klaviyo

Partner Interview
Braze•US•Mid CapSalesforceKlaviyoSwitching CostsB2B Software
Sep 23, 2026

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