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Cytiva & Danaher: Chromatography Resin Order Delays Explained

Partner Interview
Danaher•US•Large CapThermo Fisher ScientificMerckEcolabSwitching CostsMission Critical Products & Services
Sep 15, 2026

Shopee: 1P vs 3P Strategy, Fulfillment Penetration & SPX Logistics

Partner Interview
Sea•SG•Large CapShopeeMeituanTikTok ShopByteDanceNetwork EffectsVertically Integrated Retailer
Sep 15, 2026

Frontier LLM Inference: Margins, Commodification & Vertical Integration

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IP Interview
Google•US•Mega CapAnthropicOpenAIMicrosoftAmazonSalesforceNVIDIAHarvey AISwitching CostsPhysical Infra & Networks
Sep 15, 2026

Vantage Risk: Excess Casualty Losses, Financial Strength & Competitive Position

Partner Interview
Howard Hughes•US•Mid CapArch Capital GroupW R Berkley CorpChubb
Sep 15, 2026

SiTime: MEMS vs Quartz & the Timing Market Opportunity

Partner Interview
SiTime•US•Large Cap
Sep 15, 2026

AppLovin MAX & AXON: How Gaming Studios Evaluate UA and Ad Monetization

Partner Interview
Applovin•US•Large CapGoogleMetaNetwork EffectsMarketplaces & Platforms
Sep 15, 2026

Fannie Mae & VantageScore: Investor Transparency & Spec Pool Dynamics

Partner Interview
Fair Isaac•US•Large CapFannie MaeTransUnionEquifaxExperianFederal Home Loan MortgageFederal National Mortgage AssociationNetwork EffectsUnique IP & Brands
Sep 14, 2026

Gaylord Chemical: DMSO Market Dynamics, Competition & Growth Runway

Partner Interview
ContextLogic•US
Sep 14, 2026

Google's TPU Strategy: From Broadcom to MediaTek and Customer-Owned Tooling

Partner Interview
Google•US•Mega CapOpenAIAnthropicBroadcomNVIDIATaiwan Semiconductor Co., Ltd.AmazonMicrosoftMediaTekSwitching CostsPhysical Infra & Networks
Sep 14, 2026

Smadex & Mobile App DSP: Sales Strategy, CTV Growth & Competitive Positioning

Partner Interview
Entravision Communications•US•Small CapStackAdaptApplovinLiftoff Mobile, Inc. Common Stock
Sep 14, 2026

Waystar & Optum: Clearinghouse Market Share Shift Post-Change Healthcare Breach

Partner Interview
Waystar Holding Corp.•US•Mid CapOptumAbridgeEpic Corp.
Sep 14, 2026

SiTime & IDT: Combining MEMS and Integrated Timing Technology

Partner Interview
SiTime•US•Large CapSkyworks Solutions
Sep 14, 2026

SAP & Palantir Foundry: A Pharma Customer's Perspective

Partner Interview
Sap Se•DE•Mega CapPalantirVeevaSnowflakeSwitching CostsB2B Software
Sep 14, 2026

QXO: M&A Growth Strategy & Margin Structure

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCarlisle CompaniesGAF RoofingJohns ManvilleSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Sep 14, 2026

Lime: Unit Economics, City Expansion & Long-Term Growth Runway

Partner Interview
LimeUberLyftNetwork EffectsMarketplaces & Platforms
Sep 14, 2026

DerbySoft & OPERA: Hospitality Software Distribution from a Customer Perspective

Partner Interview
Constellation Software•CA•Large CapOracleAmadeus ITBooking HoldingsExpediaSwitching CostsB2B Software
Sep 14, 2026

FICO Score: Network Effects & Switching Costs

Partner Interview
Fair Isaac•US•Large CapFannie MaeEquifaxExperianFederal Home Loan MortgageFederal National Mortgage AssociationTransUnionNetwork EffectsUnique IP & Brands
Sep 14, 2026

FICO Scores: VantageScore Adoption & Mortgage Ecosystem Inertia

Partner Interview
Fair Isaac•US•Large CapEquifaxExperianFannie MaeFederal Home Loan MortgageFederal National Mortgage AssociationTransUnionNetwork EffectsUnique IP & Brands
Sep 14, 2026

Descartes Systems: Customer Switching Costs

Partner Interview
The Descartes Systems•CA•Mid Cap
Sep 11, 2026

Homes.com & CoStar: Why the Residential Bet Is Struggling

Partner Interview
CoStar Group•US•Large CapZillowNetwork EffectsAuctions & Classifieds
Sep 11, 2026

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