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Today at 14:37

Duolingo: Risks and Opportunities of LLMs

Former Director at Duolingo
Partner Interview
DuolingoOpenAIMicrosoftMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Today at 14:14

FTAI vs CFM Materials: USM Sourcing, Pricing, & Availability

Former CFO at CFM Materials
IP Interview
SafranGeneral ElectricFTAI AviationMTU Aero EnginesRTXProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Today at 08:49

Oracle: Cloud Growth and Strategic Differentiation

Former Director at Oracle Cloud
Partner Interview
OracleAmazon Web ServicesMicrosoftGoogleNVIDIASwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation Technology
May 6, 2025

Meta, Google, & Tariff Impact on APAC Online Advertising

Former Head of Global Advertising Partnerships at Meta
IP Interview
GoogleMetaAmazonThe Trade DeskNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
May 6, 2025

Moody's Analytics: KYC and AML Solutions

Enterprise Sales Director at Moody’s Corporation
Partner Interview
MoodysFinancials
May 6, 2025

Fever-Tree: Beer Distribution & Molson-Coors Partnership

Former Molson Coors Sales Executive and Current Molson Distributor
Partner Interview
Fevertree DrinksMolson Coors BeverageDiageoAnheuser-Busch InBevBoston Beer CompanyHeinekenBrand EquityScale EconomiesUnique IP & BrandsConsumer Staples
May 6, 2025

Heineken: UK Beer Market & Evergreen Strategy

Former Senior Regional Executive at Heineken
Partner Interview
HeinekenMolson Coors BeverageAnheuser-Busch InBevCarlsbergBrand EquityScale EconomiesUnique IP & BrandsConsumer Staples
May 6, 2025

Molina Healthcare: Medicare Operational Maturity & Dual-Eligible Program Overhaul

Former VP of Medicare Operations at Molina Healthcare
Partner Interview
Molina HealthcareCenteneAnthemElevance HealthHumanaHealth Care
May 6, 2025

The Trade Desk: DSP Commoditization

Former VP at Pluto
Partner Interview
The Trade DeskAmazonNetflixWalt DisneyMetaAlphabetGoogleComcastRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
May 6, 2025

ServiceNow: Internal AI Developments

Former Program Manager at ServiceNow
Partner Interview
ServiceNowSalesforceMoveworksSwitching CostsB2B SoftwareInformation Technology
May 6, 2025

Coupang: Coupang Eats & South Korean Food Delivery

Former Head of Coupang Eats at Coupang
Partner Interview
CoupangDelivery HeroJust Eat TakeawaycomGrabDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrials
May 5, 2025

QXO, Builders FirstSource, & US Building Product Distribution

Former Executive VP of Strategic Accounts at Builders FirstSource
IP Interview
QXOBuilders FirstSourceBeacon Roofing SupplyUS Lbm Holdings, LLC84 LumberGMSRexelThe Home DepotLowesIndustrialsConsumer Discretionary
May 5, 2025

Sectra: Imaging Software Competitive Landscape

Former President at Sectra
Partner Interview
SECTRAPro MedicusHealth Care
May 5, 2025

Zillow: The Role of a Multiple Listing Service

Former Director at Bright MLS
Partner Interview
ZillowRedfinCoStar GroupeXp WorldRE/MAXCompassOpendoorAuctions & ClassifiedsReal Estate
May 2, 2025

The Trade Desk: Future of Retail Media Buying

Former Programmatic Media Director at Colgate-Palmolive
Partner Interview
The Trade DeskAlphabetGoogleNetflixRokuAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesConsumer Discretionary
May 2, 2025

AENA & Airport Operators: Managing the Aircraft's Critical Path

Former Airport Operations Manager at AENA
IP Interview
Aena SMEAéroports de ParisFlughafen ZürichRyanaireasyjetWizz AirScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Weekly update
May 1, 2025

Carvana & DriveTime Subprime Loans, Howmet, MSFT, CSU, Shift4, Zillow, Waymo, Oracle

CarvanaDriveTimeOracleConstellation SoftwareGoogleGeneral ElectricSilverRockAmazon Web ServicesMicrosoftSafranNVIDIA
IP Research Analysis
May 1, 2025

Carvana & DriveTime Relationship and Subprime Loan Performance Analysis

IP Research
CarvanaCarMaxCredit AcceptanceWestlakeExeter FinanceCapital One FinancialBridgecrestDriveTimeCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancialsMaterials
May 1, 2025

IDEX Corp: Nexsights, WinCan & Wastewater Systems

Former General Manager at WinCan an Idex Corportation subsidiary
Partner Interview
IDEXSwitching CostsMission Critical Products & ServicesIndustrials
May 1, 2025

Constellation Software, Harris, & Professional Services Techniques

Former VP of Professional Services at Harris, Constellation Software
IP Interview
Constellation SoftwareVitec SoftwareCHAPTERSSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth Care