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Dec 20, 2025
On Running: New Balance’s China Playbook & On Opportunity
Former New Balance Marketing Director
Partner Interview
On RunningNikeadidasLululemonUnder ArmourDeckers OutdoorAllbirdsConsumer DiscretionaryDec 20, 2025
Align Technology: Moat, Pricing Pressure & GP Shift
Former Sales Director at Align Technology
Partner Interview
Align Technology•US•Large CapSolventumHealth CareDec 19, 2025
Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA
Former Chip Engineer at Google
Partner Interview
Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 19, 2025
LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades
Former VP of Sales at LGI Homes
Partner Interview
LGI Homes•US•Small CapLennarD.R. HortonMeritage HomesCornered ResourceConsumer DiscretionaryDec 19, 2025
Monday.com: Culture, Competitors & AI Risk
Former Director at Monday.com
Partner Interview
mondaycom•IL•Mid CapSmartsheetAsanaHubSpotClickUpMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyDec 19, 2025
Motorola Solutions: Switching Costs, Mission-Critical Aspects and LMR vs Broadband
Former VP at Motorla Solutions
Partner Interview
Motorola Solutions•US•Large CapL3harrisAT&TVerizon Communications IncInformation TechnologyIndustrialsCommunication ServicesDec 19, 2025
Hemnet: Pricing Fatigue & Booli–Hittamäklar Lead Economics
Current Franchise owner at SkandiaMäklarna
Partner Interview
Hemnet•SE•Large CapRightmoveVend Marketplaces ASAZooplaREA GroupBaltic Classifieds GroupSMG Swiss Marketplace GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal EstateDec 18, 2025
GitLab vs GitHub: Switching Costs & AI Impact
Customer of GitLab
Partner Interview
GitLab•US•Mid CapGitHubSmartsheetMicrosoftAtlassianSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyDec 18, 2025
Prada: Miu Miu & Family Governance
Former Merchandising Director at Prada
Partner Interview
Prada•IT•Large CapGucciLVMHRichemontCapriHermèsBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 17, 2025
Research Solutions: A Chief Clinical Officer Perspective
Chief Clinical Officer at Precision Medicine Company
Partner Interview
Research Solutions•US•Small CapClarivateRELXInformation TechnologyIndustrialsDec 17, 2025
Pinewood: DMS Implementation, Closed Suite vs Partner Ecosystem
Former VP at Keyloop
Partner Interview
Pinewood Technologies•GB•Small CapLithia MotorsGroup 1 AutomotiveConsumer DiscretionaryDec 17, 2025
Zip: App-Led BNPL & Pay-Anywhere Economics
Former Senior Executive at Zip Co
Partner Interview
Zip•AU•Mid CapSezzleKlarna Group plcAfterpayAffirmStripeBlockFinancialsInformation TechnologyDec 17, 2025
GitLab & AI Disruption
Former VP of Products
Partner Interview
GitLab•US•Mid CapGitHubAtlassianSmartsheetMicrosoftGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication ServicesDec 17, 2025
Dassault Systèmes: Pricing & 3DX Platform Transition
Former Sales Manager at Dassault Systèmes
Partner Interview
Dassault Systèmes•FR•Large CapSiemensPTCAutodeskSwitching CostsB2B SoftwareInformation TechnologyIndustrialsDec 17, 2025
Chinese EVs: Competing in the European Market
Former Head of Aftersales at Changan Europe
Partner Interview
BYD•CN•Mega CapNIOXPengLi AutoGeely AutomobileVolkswagenBMWStellantisTeslaBrand EquityProcess PowerConsumer DiscretionaryDec 17, 2025
Computer Modelling Group: Market Share Dynamics & Products' Stickiness
Former Senior VP Digital Products at Schlumberger
Partner Interview
Computer Modelling•CA•Small CapSchlumbergerHalliburtonSwitching CostsB2B SoftwareInformation TechnologyEnergyDec 17, 2025
Somero: Reliability, Service & Switching Costs from a Customer View
Current Director at a Concrete Contractor
Dec 17, 2025
Amazon.com & European Auto Parts Retail
Former Marketplace Manager at Amazon
Dec 17, 2025
Pinewood: U.S. DMS Entry & Data Architecture
Former DMS Senior Executive
Partner Interview
Pinewood Technologies•GB•Small CapLithia MotorsConsumer DiscretionaryDec 16, 2025
Accelerant Holdings: Insurance MGAs & Differentiation
Insurance Broker
Partner Interview
Accelerant Holdings•KY•Mid CapAXAAllianz SEMarkelKinsale Capital GroupBerkshire HathawayLloyd's of LondonBrown & BrownW R Berkley CorpRyan Specialty GroupProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancialsShowing 20 of 1000 results