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Nov 21, 2025
Rocket Companies: Automation, Rivalry & Culture
Former Product Owner at Rocket Companies
Partner Interview
Rocket Companies•US•Large CapPennyMac Financial ServicesUWMloanDepotJPMorgan ChaseZillowRedfinWells FargoBank of AmericaNetwork EffectsAuctions & ClassifiedsFinancialsCommunication ServicesReal EstateNov 21, 2025
Hyperscaler AI Inference Cost: Custom ASICs vs GPUs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 21, 2025
Carlisle Companies Incorporated: Distributor's Perspective
Former VP of Finance at Beacon Roofing
Partner Interview
Carlisle Companies•US•Large CapAmrize LtdBeacon Roofing SupplyHolcimQXOScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsMaterialsInformation TechnologyNov 21, 2025
Appfolio Culture, ACH, and Switching Costs
Former VP of Sales at AppFolio
Partner Interview
AppFolio•US•Mid CapRealPageYardiSwitching CostsB2B SoftwareInformation TechnologyHealth CareNov 21, 2025
Autonomous Trucking: Future & Impact
SVP at Gatik
Partner Interview
GatikUnion PacificCKPCBNSF RailwayPhysical Infra & NetworksIndustrialsNov 21, 2025
The Middleby Corporation: Headwinds & Operational Issues
Former VP of Sales at ITW Food Equipment Group
Partner Interview
The Middleby•US•Mid CapIllinois Tool WorksRATIONAL AGIndustrialsNov 20, 2025
Union Pacific & US Railroads: Competitive Landscape & Autonomous Trucking Impact
Former Director of Terminal Operations at Union Pacific Railroad
Partner Interview
Union Pacific•US•Large CapCKPCBNSF RailwayPhysical Infra & NetworksIndustrialsNov 20, 2025
Darling Ingredients: Food Ingredients Segment Analysis
Former North America CEO at Nitta Gelatin
Partner Interview
Darling Ingredients•US•Mid CapNitta Gelatin Inc.TessenderloConsumer StaplesMaterialsNov 20, 2025
Hemnet, Vend, & The Swedish Used Car Market
Former Director at Blocket Mobility
Partner Interview
Schibsted ASA•NO•Mid CapHemnetAUTO1CarvanaNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryNov 20, 2025
US Data Center Power Supply and Demand Dynamics
Former Senior Director of Vistra Corp
Partner Interview
Constellation Energy•US•Large CapTalen EnergyVistraUtilitiesNov 20, 2025
NVIDIA Rack Architecture & Amphenol Positioning
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
Amphenol•US•Large CapNVIDIAAdvanced Micro DevicesTE ConnectivitySwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyNov 20, 2025
NVIDIA, Trainium, and GPUs vs Custom ASICs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 20, 2025
Bruker and AI Applications in Mass Spectrometry
Former Director of Bruker
Partner Interview
Bruker•US•Mid CapNVIDIADanaherSartoriusThermo Fisher ScientificSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareInformation TechnologyNov 20, 2025
OppFi: Unit Economics, Bank Relationships & Business Model
Former CFO at OppFi
Nov 19, 2025
Copart: Purple Wave Integration and the Primacy of Buyer Density
Former Territory Sales Manager at Purple Wave Auction
Nov 19, 2025
Commercial Roofing: Carlisle & Competitive Landscape
Former EVP at Carlisle Construction Materials
Partner Interview
Carlisle Companies•US•Large CapAmrize LtdIndustrialsMaterialsNov 19, 2025
Richemont: The Van Cleef & Arpels Brand
Former VP at Van Cleef & Arpels, Richemont
Partner Interview
Richemont•CH•Large CapLVMHKeringHermèsBrand EquityUnique IP & BrandsConsumer DiscretionaryNov 18, 2025
e.l.f. Beauty: Rhode Acquisition Rationale & Integration
Former Director of Marketing and Product Development at NARS Cosmetics
Partner Interview
e.l.f. Beauty•US•Mid CaprhodeUlta BeautySephoraRevlonShiseidoConsumer StaplesConsumer DiscretionaryNov 18, 2025
Klarna & BNPL Market: Credit Risk & Competitive Dynamics
Former Head of US Credit Risk at Klarna
Partner Interview
Klarna Group plc•GB•Large CapZipPayPalSezzleAfterpayAffirmFinancialsInformation TechnologyNov 18, 2025
The Middleby Corporation: Rational AG Strategy & Culture
Former Key Account Director at Rational AG
Partner Interview
The Middleby•US•Mid CapRATIONAL AGIllinois Tool WorksIndustrialsShowing 20 of 1000 results