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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
Jan 19, 2026

Constellation Software, Trapeze & Private vs Public Customer Switching Costs

Former Director, Trapeze at Constellation Software
Partner Interview
Constellation SoftwareCALarge CapTopicusLumine GroupSwitching CostsSerial AcquirerB2B SoftwareInformation Technology
Jan 19, 2026

Adyen: Growth & Partner Ecosystem

Former VP, Global Head of Partnerships at Adyen
Partner Interview
AdyenNLLarge CapStripeVisaMastercardPayPalWorldpayCheckout.comNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Jan 19, 2026

Copart vs IAA: The International Buying Process

Former Sales Manager at Lion Trans
Partner Interview
CopartUSLarge CapIAARitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Jan 19, 2026

Bergman & Beving: Evolution of the M&A Process

Former M&A Executive at Bergman & Beving
IP Icon
IP Interview
Bergman & BevingSEMid CapLifcoLagercrantz GroupRökoIndutradeHalmaMomentum GroupProcess PowerSwitching CostsSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
Jan 19, 2026

Airbus SE: Fuselage Panel Challenges & Production Rates

Former Quality Director at Airbus
Partner Interview
AirbusNLLarge CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jan 19, 2026

FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges

Former Vice President, Global Services Aeroderivatives at GE Vernova
Partner Interview
FTAI AviationUSLarge CapGE VernovaSiemens EnergySafranGE AerospaceMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilities
Jan 19, 2026

MTU Aero Engines: GTF vs LEAP & Economies of Scale

Former CEO of MTU Maintenance, MTU Aero Engines
Partner Interview
MTU Aero EnginesDELarge CapFTAI AviationGE AerospaceSafranRolls-RoyceRTXStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 19, 2026

The Trade Desk: Cost Perception & Independence

Former Manager at The Trade Desk
Partner Interview
The Trade DeskUSLarge CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 19, 2026

Procore: Sales Efficiency & Account Penetration

Former Senior Sales Executive at Procore Technologies
Partner Interview
ProcoreUSLarge CapAutodeskNemetschekThe SageSwitching CostsB2B SoftwareInformation Technology
Jan 18, 2026

BFF: Public-Receivables Moat, Local Collection, and LPI Economics

Former Manager at BFF
IP Icon
IP Interview
BFF Bank Societ per AzioniITSmall CapBanca Sistema S.p.A.Financials
Jan 18, 2026

DCC Plc: US Propane M&A Strategy, Process & Criteria

Former Analyst at DCC Plc
Partner Interview
DCCIEMid CapAmeriGasFerrellgasScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilities
Jan 18, 2026

Amazon Ads Evolution & DSP Share Gains

Former VP at Amazon Advertising
Partner Interview
AmazonUSMega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

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