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Mar 30, 2026

Monday.com vs Asana vs Trello: A Customer Perspective

Chief Operations Officer of Monday.com Enterprise Customer
Partner Interview
mondaycom•IL•Mid CapSalesforceHubSpotMicrosoftAtlassianAsanaSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Mar 30, 2026

Toast Inc: Product Attach Strategy, Downselling & Retention Challenges

Former Director of Strategy & Operations, Toast
IP Icon
IP Interview
Toast•US•Large CapPARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Mar 30, 2026

Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models

Former Chief Executive Officer, Autotrack Easy Buy, owned by AutoScout24
IP Icon
IP Interview
Carvana•US•Large CapScout24 SEAUTO1Counter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsCommunication ServicesReal Estate
Mar 30, 2026

KLA Corporation: Process Control Intensity & Technology Inflections

Former General Manager at KLA Corporation
Partner Interview
KLA•US•Mega CapASMLLam ResearchApplied MaterialsOnto InnovationProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology
Mar 30, 2026

Chime vs Cash App: Competing for the Low-Income Banking Customer

Former Corporate Strategy Director at Chime
Partner Interview
ChimeKlarna Group plcAffirmBlockInformation TechnologyFinancials
Mar 30, 2026

GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting

Former Chief Financial Officer at GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 30, 2026

Toast Inc: Product Evolution & International Expansion Strategy

Former VP of Product at Toast
IP Icon
IP Interview
Toast•US•Large CapOpenTablePARBlockSwitching CostsB2B SoftwareInformation TechnologyFinancials
Mar 30, 2026

SMG Swiss Marketplace Group: Pricing Power, Margin Expansion & Regulatory Constraints

Former Senior Finance and Strategy Leader at SMG Swiss Marketplace Group
Partner Interview
SMG Swiss Marketplace GroupScout24 SEBaltic Classifieds GroupNetwork EffectsAuctions & ClassifiedsIndustrialsCommunication ServicesReal Estate
Mar 29, 2026

Constellation Software: M&A Deal Sourcing, Execution & Portfolio Management

Former Portfolio Head, M&A at Constellation Software
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
Mar 27, 2026

ON Semiconductor: Power Semiconductor Margins, Process IP & Manufacturing Economics

Former Senior Vice President at ON Semiconductor
Partner Interview
ON Semiconductor•US•Large CapInfineonWolfspeedNXP SemiconductorsTexas InstrumentsSTMicroelectronicsSwitching CostsInformation Technology
Mar 27, 2026

DraftKings & Kalshi: Prediction Markets vs Traditional Sportsbooks Economics

Former Head of NBA Sportsbook, DraftKings
Partner Interview
FanDuel•IE•Large CapDraftKingsFlutter EntertainmentKalshiConsumer Discretionary
Mar 27, 2026

Grindr: Product Strategy, Monetization & Ad Load Trade-offs

Former Vice President of Product Management & Customer Experience, Grindr
Partner Interview
Grindr•SGBumbleMatch GroupNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyCommunication Services
Mar 27, 2026

bioMérieux vs Cepheid: Point of Care Molecular Testing Competition

Former Chief Medical Officer, bioMérieux
Partner Interview
bioMrieux•FR•Large CapRocheBio-Rad LaboratoriesDanaherAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Mar 27, 2026

Salesforce, Sierra, & Agentic Sales Development Rep Workflows

Former VP Product, Qualified, a Salesforce Company
IP Icon
IP Interview
Salesforce•US•Large CapHubSpotmondaycomMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Mar 27, 2026

Mips AB: Brand Power, Dealer Pressure & the RLS Challenge

Former CEO at Uvex Group
Partner Interview
MIPS AB (publ)•SE•Small CapConsumer Discretionary
Mar 26, 2026

Harris Computer: Building a French Software Platform from €16M to €66M

Former Executive at Harris Computer, Constellation Software
IP Icon
IP Interview
Constellation Software•CA•Large CapLumine GroupTopicusCHAPTERSSoftware CircleSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
Mar 26, 2026

Adyen vs Stripe: US Market Competition & Pricing Strategy

Former Director of Engineering, Adyen
Partner Interview
Adyen•NL•Large CapWorldpayStripePayPalVisaMastercardCheckout.comBlockNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Mar 26, 2026

Games Workshop: Hobbyist Anatomy, Economics and Behavior

CEO and Co-founder at one of the largest B2B Games Workshop customers in the Nordics.
IP Icon
IP Interview
Games Workshop•GB•Mid CapEmbracer GroupHasbroKonami Group CorporationUnique IP & BrandsConsumer DiscretionaryCommunication Services
Mar 26, 2026

Moody's & S&P Global: AI Risk

Former Senior Vice President, Data Solutions at Moody's Analytics
Partner Interview
Moodys•US•Large CapS&P GlobalFinancials
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Mar 26, 2026

Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce

MarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogleMarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogle

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