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Mar 18, 2026

Pearson: UK Qualifications, US K-12 Testing & RFP-Driven Market Dynamics

Former Vice President at Pearson Plc
Partner Interview
PearsonGBMid CapMcGraw Hill, Inc.Cengage Learning IIJohn Wiley & SonsConsumer DiscretionaryCommunication Services
Mar 18, 2026

Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession

Former Senior Claims Director, The Progressive Corporation
Partner Interview
The ProgressiveUSLarge CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Mar 18, 2026

Lam Research: AI Super Cycle Durability & Memory vs Logic Timing

Former Senior Vice President at Lam Research
Partner Interview
Lam ResearchUSMega CapASMLApplied MaterialsKLATeradyneOnto InnovationTokyo ElectronProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology
Mar 17, 2026

Markel: Integrating Alterra and Potential Challenges of Decentralized Underwriting

Former Managing Director at Markel
IP Icon
IP Interview
MarkelUSLarge CapProcess PowerInsurers & FinancialsFinancials
Mar 17, 2026

Onto Innovation: Packaging Inspection Growth & HBM Ramp

Former Vice President at Onto
Partner Interview
Onto InnovationUSMid CapLam ResearchApplied MaterialsKLATeradyneProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology
Mar 17, 2026

Salesforce, Informatica & Building Context for Agentic Workflows

Former Head of Corporate Development, Informatica
IP Icon
IP Interview
SalesforceUSLarge CapDatabricksOpenAIFivetranSnowflakeOracleMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyFinancials
Mar 17, 2026

Sectra vs Visage: Medical Imaging Software Performance & Bandwidth Requirements

Former Technical Director at Visage Imaging
Partner Interview
SECTRASELarge CapMayo ClinicPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergy
Mar 16, 2026

MPS vs ADI vs TI: Power Management Competition & DrMOS Pricing Pressure

Former Managing Director at Maxim Integrated, Analog Devices
Partner Interview
Monolithic Power SystemsUSLarge CapAnalog DevicesTexas InstrumentsNVIDIAProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology
Mar 16, 2026

Sectra: UK Procurement & Vertical Strategy

Former Project Manager, Sectra
Partner Interview
SECTRASELarge CapPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergy
Mar 16, 2026

TransDigm: Operational Playbook & Post-COVID Margin Expansion

Former VP at TransDigm
Partner Interview
TransDigm GroupUSLarge CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 16, 2026

Cadence Palladium vs Synopsys ZeBu: Emulation Market Share & Economics

Former Vice President at Cadence Design Systems
Partner Interview
Cadence Design SystemsUSLarge CapSynopsysSwitching CostsB2B SoftwareInformation Technology
Mar 16, 2026

Ferrari: EV Strategy & Benedetto Vigna Leadership

Former Senior Executive at Ferrari
Partner Interview
FerrariITLarge CapAston Martin Lagonda GlobalPorscheBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 16, 2026

Braze vs Zeta vs Salesforce Marketing Cloud: A Customer Engagement Platform Comparison

VP at MillerKnoll
Partner Interview
BrazeUSMid CapZeta GlobalAdobeSalesforceSwitching CostsB2B SoftwareInformation Technology
Mar 16, 2026

Intapp: Digital Transformation Implementation at Am Law 100 Firm

Former Engagement Manager at Intapp
Partner Interview
IntappUSMid CapSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Mar 16, 2026

DICK'S Sporting Goods: Ed Stack's Legacy, Distribution Strategy & Competitive Advantage

Former Vice President at DICK's Sporting Goods
Partner Interview
DICKS Sporting GoodsUSLarge CapNikeadidasScale EconomiesBrand EquityConsumer Discretionary
Mar 16, 2026

Deere & Company: Dealership Store Operations & Service Alerts

Current Regional Operations Manager at Tellus Equipment
IP Icon
IP Interview
Deere & CompanyUSLarge CapCNH IndustrialAGCOScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 12, 2026

Markel: Underwriting Culture & Insurance Reorganisation

Former Global Executive Underwriting Officer at Markel
IP Icon
IP Interview
MarkelUSLarge CapW R Berkley CorpRyan Specialty GroupKinsale Capital GroupBerkshire HathawayChubbProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Mar 12, 2026

Adyen: Agentic Commerce, Tokenized Payments & Risk Management

Former Director of Engineering, Adyen
Partner Interview
AdyenNLLarge CapWorldpayCheckout.comBraintreeVisaMastercardShopifyNetwork EffectsSwitching CostsMarketplaces & PlatformsB2B SoftwareFinancialsInformation Technology
Mar 11, 2026

AI Memory History & Demand: NAND vs DRAM for Long Context Inference

Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
Micron TechnologyUSMega CapSandisk CorporationSK hynixNVIDIAIntelTSMCProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation Technology
Mar 11, 2026

Monday.com: SMB vs Enterprise Development Tools & Platform Limitations

Director of Product Management at Monday.com's Customer
Partner Interview
mondaycomILMid CapHubSpotAtlassianSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

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