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Mar 27, 2026

ON Semiconductor: Power Semiconductor Margins, Process IP & Manufacturing Economics

Former Senior Vice President at ON Semiconductor
Partner Interview
ON SemiconductorUSLarge CapInfineonWolfspeedNXP SemiconductorsTexas InstrumentsSTMicroelectronicsSwitching CostsInformation Technology
Mar 27, 2026

DraftKings & Kalshi: Prediction Markets vs Traditional Sportsbooks Economics

Former Head of NBA Sportsbook, DraftKings
Partner Interview
FanDuelIELarge CapDraftKingsFlutter EntertainmentKalshiConsumer Discretionary
Mar 27, 2026

Grindr: Product Strategy, Monetization & Ad Load Trade-offs

Former Vice President of Product Management & Customer Experience, Grindr
Partner Interview
GrindrSGBumbleMatch GroupNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyCommunication Services
Mar 27, 2026

bioMérieux vs Cepheid: Point of Care Molecular Testing Competition

Former Chief Medical Officer, bioMérieux
Partner Interview
bioMrieuxFRLarge CapRocheBio-Rad LaboratoriesDanaherAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Mar 27, 2026

Salesforce, Sierra, & Agentic Sales Development Rep Workflows

Former VP Product, Qualified, a Salesforce Company
IP Icon
IP Interview
SalesforceUSLarge CapHubSpotmondaycomMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Mar 27, 2026

Mips AB: Brand Power, Dealer Pressure & the RLS Challenge

Former CEO at Uvex Group
Partner Interview
MIPS AB (publ)SESmall CapConsumer Discretionary
Mar 26, 2026

Harris Computer: Building a French Software Platform from €16M to €66M

Former Executive at Harris Computer, Constellation Software
IP Icon
IP Interview
Constellation SoftwareCALarge CapLumine GroupTopicusCHAPTERSSoftware CircleSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
Mar 26, 2026

Adyen vs Stripe: US Market Competition & Pricing Strategy

Former Director of Engineering, Adyen
Partner Interview
AdyenNLLarge CapWorldpayStripePayPalVisaMastercardCheckout.comBlockNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Mar 26, 2026

Games Workshop: Hobbyist Anatomy, Economics and Behavior

CEO and Co-founder at one of the largest B2B Games Workshop customers in the Nordics.
IP Icon
IP Interview
Games WorkshopGBMid CapEmbracer GroupHasbroKonami Group CorporationUnique IP & BrandsConsumer DiscretionaryCommunication Services
Mar 26, 2026

Moody's & S&P Global: AI Risk

Former Senior Vice President, Data Solutions at Moody's Analytics
Partner Interview
MoodysUSLarge CapS&P GlobalFinancials
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Weekly update
Mar 26, 2026

Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce

MarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogleMarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogle
Mar 26, 2026

Sectra vs Visage: Implementation Costs & AI Impact to Radiology Software

Former Technical Director at Visage Imaging
Partner Interview
Pro MedicusAULarge CapMayo ClinicPhilipsSECTRAMission Critical Products & ServicesEnergyHealth Care
Mar 25, 2026

James Hardie Industries vs Louisiana-Pacific Corporation: Regional Duopoly, Market Segmentation & Vinyl Siding

Former Vice President at Louisiana-Pacific Corporation
Partner Interview
Louisiana-PacificUSMid CapJames Hardie Industries plcBoise CascadeScale EconomiesMaterialsIndustrials
Mar 23, 2026

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Former Director of National Accounts, Progressive
Partner Interview
The ProgressiveUSLarge CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Mar 22, 2026

POOLCORP: Branch Density, Pricing Power & Regional Market Share

Former Vice President at Pool Corporation
Partner Interview
PoolUSMid CapFluidraThe Home DepotLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
Mar 21, 2026

Adyen vs Stripe: Agentic Commerce Strategy & Growth Positioning

Director, Growth Products & Partnerships, Visa
Partner Interview
AdyenNLLarge CapAirwallexVisaMastercardStripePayPalNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Mar 20, 2026

Cal-Maine Foods: Vertical Integration, Cost Structure & Competitive Positioning

Former Sales Executive at Cal-Maine Foods
Partner Interview
CalMaine FoodsUSMid CapConsumer Staples
Mar 20, 2026

Halma: Global Fire History & Acquisition

Former Global Fire Founder
IP Icon
IP Interview
HalmaGBLarge CapHoneywellHochiki CorpJohnson Controls InternationalSwitching CostsSerial AcquirerIndustrialsInformation Technology
Mar 20, 2026

Boston Beer: Product Development, RTDs & Brand Portfolio Strategy

Former Head of Innovation at The Boston Beer Company
Partner Interview
Boston Beer CompanyUSMid CapMolson Coors BeverageAnheuser-Busch InBev SA/NVScale EconomiesUnique IP & BrandsConsumer Staples
Mar 20, 2026

ON Semiconductor: Hassane's Automotive Pivot & Portfolio Rationalization

Former Director at Synopsys
Partner Interview
ON SemiconductorUSLarge CapSynopsysCadence Design SystemsSwitching CostsB2B SoftwareInformation Technology

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