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Jan 22, 2026

James Hardie vs LP SmartSide: A Contractor's Buying Perspective

Chief Operating Officer of Large PE-Backed Roofing Company
Partner Interview
James Hardie Industries plcIELarge CapBuilders FirstSourceCertainTeedSaint-GobainLouisiana-PacificScale EconomiesMaterialsIndustrials
Jan 22, 2026

Jack Henry: Culture, Technical Debt, & Competitive Risks

Former Vice President at Jack Henry & Associates
Partner Interview
Jack Henry & AssociatesUSLarge CapFiservBroadridge Financial SolutionsFidelity National Information ServicesTemenosFinancialsInformation TechnologyIndustrialsConsumer Discretionary
Jan 22, 2026

Centene Corporation vs Humana: Culture and Strategy

Former Chief Procurement Officer at Centene Corporation
Partner Interview
CenteneUSLarge CapElevance HealthHumanaUnitedHealthHealth Care
Jan 22, 2026

Murphy USA Inc: Fuel Retail Costs and Margins

Former District Manager at Murphy USA
Partner Interview
Murphy USAUSMid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer Staples
Jan 22, 2026

Align Technology Inc: Orthodontist and Dentist Aligner Decision Making Process

Former Sales Director at Angel Aligner
Partner Interview
Align TechnologyUSLarge CapHealth Care
Jan 22, 2026

FTAI Aviation: CFM56 Aeroderivative Engine Services

Former Aero Services Director at GE Vernova
Partner Interview
FTAI AviationUSLarge CapSiemens EnergyMTU Aero EnginesSafranGE AerospaceStandardAeroGE VernovaScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilities
Jan 22, 2026

Monday.com: From Product-Led Growth to Sales-Led Scale & AI Levers

Former Vice President at Monday.com
Partner Interview
mondaycomILMid CapSalesforceHubSpotSmartsheetAtlassianAsanaSwitching CostsB2B SoftwareInformation Technology
Jan 22, 2026

Synopsys, Ansys, and Chiplets: Backend EDA and Interface IP Demand

Former Senior Director at Synopsys
Partner Interview
SynopsysUSLarge CapCadence Design SystemsNVIDIAIntelArmInternational Business MachinesANSYSSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Jan 21, 2026

TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries

Former Senior Vice President at Qualcomm
Partner Interview
TSMCTWMega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 21, 2026

DoorDash: DashPass Product Offering and Growth Opportunity

Former Product Lead at DoorDash
Partner Interview
DoorDashUSLarge CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer Staples
Jan 21, 2026

Allegro: Governance & Category Expansion

Former Allegro CEO
Partner Interview
AllegroLUMid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jan 21, 2026

Veeva Systems Data Solutions vs IQVIA

Former Director of Product Management at Veeva
Partner Interview
VeevaUSLarge CapIQVIASwitching CostsB2B SoftwareHealth Care
Jan 20, 2026

Danaher: Cytiva / Pall Strategic Integration

Former Senior Director at Danaher
Partner Interview
DanaherUSLarge CapSartoriusSartorius Stedim BiotechRepligenSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jan 20, 2026

ASM International & Atomic Layer Deposition Competition

Former Director at ASM International
Partner Interview
ASM InternationalNLLarge CapSK hynixApplied MaterialsLam ResearchTokyo ElectronSamsung ElectronicsASMLKLAInformation TechnologyConsumer Discretionary
Jan 20, 2026

Ryan Specialty Group, Accelerant, and Insurance MGAs

Former National Program Manager at Ryan Specialty
Partner Interview
Ryan Specialty GroupUSMid CapAccelerant HoldingsW R Berkley CorpMarkelBrown & BrownChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Jan 20, 2026

Kaspi: Hepsiburada vs Trendyol Pricing

Former Global Head of Pricing and Assortment at Hepsiburada (acquired by Kaspi
Partner Interview
KaspikzKZLarge CapAmazonScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Jan 20, 2026

TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights

Former Director of ESPN and SVP at a Leading Sports Media Rights Group
Partner Interview
TKOUSLarge CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation Technology
Jan 20, 2026

NVIDIA vs Google TPU: Training Performance per $ per Watt

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIAUSMega CapAdvanced Micro DevicesGoogleAmazonMetaQualcommMicrosoftAnthropicOpenAISwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 20, 2026

Zeta Global: Lead Gen & Audience Data

A Zeta Global Customer
Partner Interview
Zeta GlobalUSMid CapSalesforceAdobeSwitching CostsB2B SoftwareInformation Technology
Jan 20, 2026

Raspberry Pi: Customer Case Study

Raspberry Pi Industrial Customer
Partner Interview
Raspberry PiGBSmall CapQualcommBroadcomDellHPNetwork EffectsInformation Technology

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