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Dec 5, 2025

GCP, AWS: Vertical Integration & Leadership Culture

Former Director at GCP
Partner Interview
GoogleUSMega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation Technology
Dec 5, 2025

SoftwareONE: Leadership Transition, Cultural & Strategic Changes

Former Senior VP of Sales at SoftwareONE
Partner Interview
SoftwareONECHSmall CapInsight EnterprisesCDWSHI InternationalBechtleSoftcatB2B MiddlemenInformation TechnologyMaterials
Dec 4, 2025

Monday.com: A Partner's Perspective

Partner at Monday.com
Partner Interview
mondaycomILMid CapGitLabSmartsheetAsanaClickUpAirtableMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyCommunication Services
Dec 4, 2025

IMCD, Azelis, & Chinese Competition

Director at Azelis
Partner Interview
AzelisBEMid CapIMCDB2B MiddlemenMaterialsIndustrials
Dec 4, 2025

Klarna Group vs PayPal: Buy Now Pay Later

Former Global Chief Credit Risk Officer at PayPal
Partner Interview
Klarna Group plcGBLarge CapPayPalAdyenVisaMastercardStripeAffirmNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancials
Dec 4, 2025

Dassault Systèmes: Switching Costs, Cloud Sovereignty & SaaS Shift

Former Senior Sales Director at Dassault Systemes
Partner Interview
Dassault SystèmesFRLarge CapSiemensAutodeskVeevaPTCSwitching CostsB2B SoftwareInformation TechnologyIndustrialsHealth Care
Dec 4, 2025

Darling Ingredients: Rousselot Scale Advantages & New Plants Economics

Former CEO of Rousselot Gelatine Brazil
Partner Interview
Darling IngredientsUSMid CapNitta Gelatin Inc.TessenderloTyson FoodsConsumer StaplesMaterials
Dec 4, 2025

Centene Corporation: Rise in Behavioral Health Costs & Challenges of Centralization

Former VP at Centene Corporation
Partner Interview
CenteneUSLarge CapElevance HealthUnitedHealth Group IncThe CignaHealth CareFinancials
Dec 4, 2025

Trane Technologies vs Johnson Controls: Culture, Product Growth Teams & Operations

Former VP at Trane Technologies
Partner Interview
Trane TechnologiesIELarge CapJohnson Controls InternationalCarrier GlobalDaikin IndustriesIndustrials
Dec 4, 2025

GitLab, GitHub & AI Impact

Former Executive at GitLab Inc.
Partner Interview
GitLabUSMid CapGitHubMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Dec 3, 2025

FTAI Aviation: Competitive Advantage & Opportunities

Former Engineering Director, FTAI Aviation
Partner Interview
FTAI AviationUSLarge CapAARMTU Aero EnginesSafranGeneral ElectricStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Dec 3, 2025

StubHub: IPO & Secondary Online Ticketing Market

Former IR & Strategic Finance Director at StubHub
Partner Interview
Vivid SeatsUSSmall CapLive Nation EntertainmentLiberty MediaCommunication Services
Dec 3, 2025

Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption

Former Director of Assembly at Intel
Partner Interview
BE Semiconductor IndustriesNLLarge CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
Dec 3, 2025

Murphy USA: Management & Culture

Former District Manager at Murphy USA
Partner Interview
Murphy USAUSMid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer Staples
Dec 3, 2025

Paymentus: PMS Lock-In, Admin Fees, and Payments Commoditization

Former Technology Leader at a Paymentus Customer
Partner Interview
PaymentusUSMid CapRealPageYardiAppFolioCushman WakefieldSwitching CostsB2B SoftwareFinancialsInformation TechnologyHealth CareReal Estate
Dec 3, 2025

Miller Industries: Advantages Over Competitors & Current Market Weakness

COO at Guardian Fleet Services
Partner Interview
Miller IndustriesUSSmall CapOshkoshNRC IndustriesLandollIndustrialsConsumer Discretionary
Dec 2, 2025

StubHub: Competition, Pricing & GenAI

Former Strategic Finance Director at StubHub
Partner Interview
Vivid SeatsUSSmall CapLive Nation EntertainmentLiberty MediaCommunication Services
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IP Research Resource
Dec 2, 2025

Low Cost Operators: Aldi, Costco, Amazon, Carvana, Ryanair, Wise

Quality Primary Research
Dec 1, 2025

Research Solutions: Products Overview & Market Dynamics

Former Chief Product Officer at Research Solutions
Partner Interview
Research SolutionsUSSmall CapClarivateRELXInformation TechnologyIndustrials
Dec 1, 2025

Root Inc: Growth Outside the DTC Channel

Former Director of State Management at Root Inc.
Partner Interview
RootUSSmall CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

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