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Wayfair: CastleGate Multichannel Fulfillment

Former Head of Product at Wayfair
Partner Interview
WayfairAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer StaplesIndustrials
September 30, 2025

Avantor: Lab Distribution Market Structure

Former Director at Thermo Fisher Scientific
Partner Interview
AvantorThermo Fisher ScientificCorningSartoriusDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
Weekly update
September 30, 2025

Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk

IAASafranCopartAmazonAirbusRoperRTX
September 29, 2025

GXO Logistics: CEO Transition Impact on Operations & Culture

Former VP, Life Sciences & Healthcare at DHL Supply Chain
Partner Interview
DHLGXO LogisticsFedExAmazonShopifyUnited Parcel ServiceScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerB2B SoftwareIndustrialsConsumer DiscretionaryInformation Technology
September 29, 2025

Avantor: Prime Distributor Relationships & Fisher Scientific Competition

Former Director at Thermo Fisher Scientific
Partner Interview
AvantorThermo Fisher ScientificCorningSartorius Stedim BiotechDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
September 29, 2025

Avantor: Post-Pandemic Bioprocessing Competitive Landscape

Former President at Cytiva
Partner Interview
AvantorCytivaDanaherSartorius Stedim BiotechMerckThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerMaterialsHealth Care
September 29, 2025

Games Workshop: IP Development & Amazon Deal

Former Director at Games Workshop
Partner Interview
Games WorkshopAmazonScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
September 29, 2025

Copart, IAA and the International Salvage Market: A Buyer’s Perspective

Former International Vehicle Buyer (Copart)
IP Interview
CopartIAARitchie Bros AuctioneersCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsPhysical Infra & NetworksVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary
September 27, 2025

Constellation Software & Roper: AI Threats to VMS Stickiness

Former VP at Roper Technologies
Partner Interview
Constellation SoftwareRoperTopicusLumine GroupCHAPTERSSoftware CircleSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsHealth Care
September 25, 2025

Safran, Zodiac, & Aerospace Seats & Interiors

Former Executive at Safran
IP Interview
SafranRTXAirbusThe BoeingProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
September 24, 2025

Nebius: Toloka & Data Labeling

Former Executive at Toloka
Partner Interview
Nebius GroupMetaMicrosoftGoogleOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesInformation Technology
September 24, 2025

Wise: European Bank Platform Perspective

Current Payments Director at Raiffeisen Bank International
Partner Interview
WiseRevolutRemitly GlobalVisaMastercardWestern UnionScale EconomiesCounter PositioningSwitching CostsNetwork EffectsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
September 24, 2025

Nebius Group: Yandex History & NeoCloud Business

Former Product Manager at Nebius Group
Partner Interview
Nebius GroupCoreWeaveAmazonGoogleMicrosoftScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
September 24, 2025

TerraVest: EnTrans History & Business Line

Former Executive at EnTrans
Partner Interview
TerraVest IndustriesScale EconomiesSerial AcquirerMission Critical Products & ServicesEnergy
September 24, 2025

Intuitive Surgical & Surgical Science: Robotic Simulation & Digital Ecosystem

Former VP at Intuitive Surgical
IP Interview
Intuitive SurgicalSurgical Science SwedenMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
September 24, 2025

Deere & Company: R&D Allocation and See & Spray Development

Former VP at John Deere
IP Interview
Deere & CompanyAGCOMahindra MahindraTitan MachineryCNH IndustrialScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer Discretionary
September 24, 2025

RBC Bearings’ VACCO Industries: History & Countercyclical Expansion into Space

Former General Manager at Vacco Industries
IP Interview
RBC BearingsESCOThe BoeingAirbusLockheed MartinGeneral DynamicsScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesIndustrialsInformation Technology
September 24, 2025

RBC Bearings VACCO Industries: Sole-Source Exposure & SLS Program Economics

Former General Manager at Vacco Industries
IP Interview
RBC BearingsMoogThe BoeingAirbusLockheed MartinParkerHannifinTelesatNorthrop GrummanScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesIndustrialsInformation TechnologyCommunication Services
September 23, 2025

Computer Modelling Group: Product Review

Director Business Development at Baker Hughes
Partner Interview
Computer ModellingSchlumbergerConstellation SoftwareSwitching CostsB2B SoftwareInformation TechnologyEnergy
September 23, 2025

Veeva: Quality Vault & Product Adoption

Former Director at Veeva
IP Interview
VeevaKneatcomHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials