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Apr 4, 2026

SANUWAVE Health: Sales Economics & Reimbursement Challenges

Former Sales Account Manger at SANUWAVE
Partner Interview
SANUWAVE Health, Inc.USSmall CapHealth Care
Apr 4, 2026

RealPage & Yardi: Pricing Power, Product Strategy & AI Competition from EliseAI

Former Senior Director of Strategic Implementations, RealPage
Partner Interview
AppFolioUSMid CapEliseAIYardiRealPageSwitching CostsB2B SoftwareHealth CareInformation Technology
Apr 4, 2026

Halyk Bank: Government Connections & Corporate Market Dominance in Kazakhstan

Former President at Halyk
Partner Interview
Halyk Bank of KazakhstanGBKaspikzFinancialsInformation Technology
Apr 4, 2026

HBM, DRAM & NAND: Memory Hierarchy for AI Workloads

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynixKRMega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Apr 4, 2026

CTS Eventim vs Ticketmaster: German Ticketing Market Structure & Competitive Dynamics

Former Sales Director at CTS Eventim
Partner Interview
CTS EventimDEMid CapLive Nation EntertainmentNetwork EffectsMarketplaces & PlatformsCommunication Services
Apr 4, 2026

Astrana Health: Contract Structure, Risk Management & Building a Durable Medicare Advantage Business

Former Chief Operating Officer at P3 Health Partners
Partner Interview
Astrana HealthUSSmall CapThe PennantOptumHealth Care
Apr 4, 2026

Jack Henry: Middleware, API Strategy & Banking as a Service

Former Executive at Jack Henry
IP Icon
IP Interview
Jack Henry & AssociatesUSLarge CapFiservnCinoQ2AlkamiFinancialsInformation Technology
Apr 4, 2026

Futu Holdings & Interactive Brokers: Asian Retail Brokerage Platforms

Former Head of Global Markets Expansion at Futu
Partner Interview
FutuHKLarge CapByteDanceInteractive BrokersTencentFinancialsCommunication Services
Apr 4, 2026

Markel: UK National Markets vs London Market Structure

Former Managing Director, Markel UK
IP Icon
IP Interview
MarkelUSLarge CapBrown & BrownChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Apr 3, 2026

CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs

Former Senior Vice President at GEICO
IP Icon
IP Interview
CCC Intelligent SolutionsUSMid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancials
Apr 2, 2026

Toast Inc: Customer Success Strategy & Account Management Structure

Former Manager, Customer Success at Toast
IP Icon
IP Interview
ToastUSLarge CapPARBlockOpenTableBooking HoldingsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer Discretionary
Apr 2, 2026

Toast: Onboarding Process, Downselling Risk & Retention Metrics

Former Chief of Staff, Sr. Director of Hardware Operations at Toast
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IP Interview
ToastUSLarge CapOpenTablePARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Apr 2, 2026

GPGI Inc & Husky Injection Molding: PET Systems Market Dominance & Service Strategy

Former Business Development Manager at Husky Injection Molding Systems
Partner Interview
GPGI IncUSMid CapSwitching CostsMission Critical Products & ServicesMaterialsFinancialsInformation Technology
Apr 2, 2026

Lottomatica & SKS365: Platform Migration & Post-Acquisition Integration

Former CEO at SKS365 Group
Partner Interview
LottomaticaITMid CapFlutter EntertainmentEntainConsumer Discretionary
Apr 2, 2026

Halyk Bank: Political Transitions, Market Share Risk & Quasi-Sovereign Lending

Former Director at Halyk Bank
Partner Interview
Halyk Bank of KazakhstanGBKaspikzFinancialsInformation Technology
Apr 2, 2026

Primo Brands: Direct Sales, Costco Partnership & Service Level Economics

Former Director at Primo Water
Partner Interview
Primo Brands CorporationUSMid CapConsumer Staples
Apr 2, 2026

Monday.com vs Asana: AI Integration & Retention

Former Head of Systems and Process Automation at US Accounting Firm
Partner Interview
mondaycomILMid CapSalesforceAsanaHubSpotAtlassianSwitching CostsB2B SoftwareInformation Technology
Apr 2, 2026

Infineon vs Texas Instruments: Automotive Radar Chip Architecture & Market Dynamics

Former Head of Advanced Automotive Systems at Infineon Technologies
Partner Interview
InfineonDELarge CapON SemiconductorTexas InstrumentsRenesas ElectronicsSwitching CostsInformation Technology
Apr 1, 2026

TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket

Former Director at Boeing & Jet Parts Engineering
Partner Interview
TransDigm GroupUSLarge CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 1, 2026

SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins

Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
SK hynixKRMega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary

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