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Moats

Business Models

Mar 16, 2026

MPS vs ADI vs TI: Power Management Competition & DrMOS Pricing Pressure

Former Managing Director at Maxim Integrated, Analog Devices
Partner Interview
Monolithic Power Systems•US•Large CapAnalog DevicesTexas InstrumentsNVIDIAProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology
Mar 16, 2026

Sectra: UK Procurement & Vertical Strategy

Former Project Manager, Sectra
Partner Interview
SECTRA•SE•Large CapPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergy
Mar 16, 2026

TransDigm: Operational Playbook & Post-COVID Margin Expansion

Former VP at TransDigm
Partner Interview
TransDigm Group•US•Large CapHEICOLoarSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 16, 2026

Cadence Palladium vs Synopsys ZeBu: Emulation Market Share & Economics

Former Vice President at Cadence Design Systems
Partner Interview
Cadence Design Systems•US•Large CapSynopsysSwitching CostsB2B SoftwareInformation Technology
Mar 16, 2026

Ferrari: EV Strategy & Benedetto Vigna Leadership

Former Senior Executive at Ferrari
Partner Interview
Ferrari•IT•Large CapAston Martin Lagonda GlobalPorscheBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 16, 2026

Braze vs Zeta vs Salesforce Marketing Cloud: A Customer Engagement Platform Comparison

VP at MillerKnoll
Partner Interview
Braze•US•Mid CapZeta GlobalAdobeSalesforceSwitching CostsB2B SoftwareInformation Technology
Mar 16, 2026

Intapp: Digital Transformation Implementation at Am Law 100 Firm

Former Engagement Manager at Intapp
Partner Interview
Intapp•US•Mid CapSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Mar 16, 2026

DICK'S Sporting Goods: Ed Stack's Legacy, Distribution Strategy & Competitive Advantage

Former Vice President at DICK's Sporting Goods
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasScale EconomiesBrand EquityConsumer Discretionary
Mar 16, 2026

Deere & Company: Dealership Store Operations & Service Alerts

Current Regional Operations Manager at Tellus Equipment
IP Interview
Deere & Company•US•Large CapCNH IndustrialAGCOScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 12, 2026

Markel: Underwriting Culture & Insurance Reorganisation

Former Global Executive Underwriting Officer at Markel
IP Interview
Markel•US•Large CapW R Berkley CorpRyan Specialty GroupKinsale Capital GroupBerkshire HathawayChubbProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Mar 12, 2026

Adyen: Agentic Commerce, Tokenized Payments & Risk Management

Former Director of Engineering, Adyen
Partner Interview
Adyen•NL•Large CapWorldpayCheckout.comBraintreeVisaMastercardShopifyNetwork EffectsSwitching CostsMarketplaces & PlatformsB2B SoftwareFinancialsInformation Technology
Mar 11, 2026

AI Memory History & Demand: NAND vs DRAM for Long Context Inference

Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
Micron Technology•US•Mega CapSandisk CorporationSK hynixNVIDIAIntelTSMCProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation Technology
Mar 11, 2026

Monday.com: SMB vs Enterprise Development Tools & Platform Limitations

Director of Product Management at Monday.com's Customer
Partner Interview
mondaycom•IL•Mid CapHubSpotAtlassianSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Mar 11, 2026

On Holding: APAC Leadership Challenges & China Growth Strategy

Former Sales Lead at On Holding
Partner Interview
On Running•Large CapNikeadidasASICSBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 11, 2026

Loar Group: Acquisition Strategy & Operating Philosophy

Former Chief Operating Officer at SCHROTH, Loar Group
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Mar 11, 2026

Embraer KC-390: Competing with the C-130 on Cost & Multi-Mission Capability

Former Vice President Business Development and Sales at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingBombardierGulfstream AerospaceProcess PowerIndustrials
Mar 11, 2026

NIO: Global Expansion Strategy Across Europe, APAC & Middle East Markets

Former Executive at NIO
Partner Interview
NIO•CN•Large CapTeslaStellantisVolkswagenBYDProcess PowerBrand EquityConsumer Discretionary
Mar 11, 2026

Auto Trader Group: Cost Per Sale Attribution & Marketplace Competition

Former Marketing and E-commerce Director at Inchcape
Partner Interview
Auto Trader Group•GB•Mid CapNetwork EffectsMarketplaces & PlatformsCommunication Services
Mar 10, 2026

Saint-Gobain Omniseal: Polyimide Manufacturing, Market Dynamics & Competing with DuPont

Former Global Manufacturing Leader at Omniseal
Partner Interview
Saint-Gobain•FR•Large CapGoodwinE. I. du Pont de Nemours and CompanyProcess PowerMission Critical Products & ServicesIndustrialsMaterials
Mar 10, 2026

Guidewire: PolicyCenter vs ClaimCenter Pricing & European Market Dynamics

Former Vice President of Sales at Guidewire Software
IP Interview
Guidewire Software•US•Large CapSapiens InternationalDuck CreekSwitching CostsB2B SoftwareInformation Technology