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October 13, 2025

Global-E: Cross Border E-Commerce & Shopify Bargaining Power

Former VP at Global-E
Partner Interview
GlobalE OnlineShopifyTHGSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
October 13, 2025

Kneat: Consumer Products Validation

Former VP at Johnson & Johnson
IP Interview
KneatcomVeevaHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
October 13, 2025

Braze: Partner Perspective & Competitive Environment

Braze Partner
Partner Interview
BrazeAdobeSalesforceSwitching CostsB2B SoftwareInformation Technology
October 13, 2025

HBX Group: Wholesaler Margins & Pre-Buys

Former Director at WebBeds
Partner Interview
HBX Group International PlcExpediaWeb Travel Group LimitedTbo Tek LtdBooking HoldingsNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
October 13, 2025

Uber: Waymo GTM & Autonomous Vehicle Economics

Former Program Manager at Waymo
Partner Interview
UberWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer Discretionary
October 13, 2025

Constellation Software: Vela Operating Culture & AI Risk

Former Portfolio Manager at Vela Software
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
October 13, 2025

Franklin Covey: Sales Culture & AI

Former Executive at Franklin Covey
Partner Interview
Franklin CoveyIndustrials
October 13, 2025

Somero: Low-End Disruption & EU Competitive Landscape

Current Director at a Concrete Flooring Equipment Dealership
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials
October 12, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Former Chief Engineer at GE Aerospace
Partner Interview
FTAI AviationGeneral ElectricRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
October 12, 2025

Heartland Express, Schneider & the US FTL Market: Dedicated Contracts Hedging, Utilization & Backhaul Economics

Former Director of Operations at Schneider National
IP Interview
Heartland ExpressFedExUnited Parcel ServiceKnightSwift TransportationC.H. Robinson Worldwide IncSchneider NationalPhysical Infra & NetworksIndustrials
October 12, 2025

Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships

Former Director at Waymo
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
October 8, 2025

Somero: Concrete Construction Workflow & New Products

Former VP at Baker Construction
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials
October 8, 2025

Veeva: Non-Pharma Quality Vault

Former Sales Executive at Veeva
IP Interview
VeevaKneatcomHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
October 8, 2025

Safran: Landing Gear Certification, Aftermarket, and Competition

Former Executive at Safran
IP Interview
SafranRTXAirbusThe BoeingLiebherr GroupProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
October 8, 2025

Instacart: Smart Carts, Theft, and ROI Challenges

Former Senior Manager, International Enterprise Solutions at Instacart
Partner Interview
MaplebearThe KrogerAmazonAldiCostco WholesaleUberDoorDashInstacartScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesIndustrialsInformation TechnologyCommunication Services
October 7, 2025

Dayforce: Single-Platform & Single Code Advantage

Former VP at Dayforce
Partner Interview
DayforceWorkdayUKGSap SeOraclePaycom SoftwarePaycor HCMPaychexPaylocitySalesforceSwitching CostsB2B SoftwareIndustrialsInformation Technology
October 7, 2025

Ashtead Technology: Relative Scale & Logistics Moat

Former Senior Executive at Ashtead Technology
IP Interview
Ashtead TechnologyTeledyneSubsea 7TechnipFMCOceaneering InternationalSaipemEnergyIndustrialsInformation Technology
October 7, 2025

Middleby Corporation: Commercial Portfolio & Distribution Strategy

Former President at Middleby
Partner Interview
The MiddlebyRATIONAL AGIllinois Tool WorksIndustrials
October 6, 2025

Latham: the Australian Fiberglass Pool Market

Former General Manager at Blue Marlin Pools
Partner Interview
LathamAquatic Leisure TechnologiesBarrier Reef PoolsPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
October 6, 2025

TSMC: Supply Over Price

Former Senior Executive at Qualcomm
Partner Interview
TSMCQualcommGLOBALFOUNDRIESASMLNVIDIAMicron TechnologySK hynixAdvanced Micro DevicesIntelSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology