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Moats

Business Models

Apr 25, 2026

AWS Bedrock vs Microsoft Copilot: Enterprise AI Integration & Competitive Positioning

Former Product and Strategy Lead, AWS Agentic AI at Amazon
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleAnthropicOpenAICoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 24, 2026

Diaceutics: Data Quality, Speed & US Precision Medicine Strategy

Former COO at Diaceutices PLC
Partner Interview
Diaceutics•GB•Small CapIQVIAHealth Care
Apr 24, 2026

Sportradar: Technology Strategy, Product Development & Sports Rights Economics

Former Head Architect, Sportradar
Partner Interview
Sportradar•CH•Mid CapFlutter EntertainmentGenius SportsConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 24, 2026

Moody's Analytics: M&A Integration, Brand Consolidation & Cross-Selling Challenges

Former Senior Director of Product Management, Moody's
Partner Interview
Moodys•US•Large CapRELXFinancialsIndustrials
Apr 24, 2026

Microsoft Azure: AI CapEx Strategy, GPU Economics & OpenAI Contract Structure

Former VP, Azure AI Infrastructure, Optimized Workloads and Storage at Microsoft
Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicCoreWeaveTSMCAmazonNVIDIAAdvanced Micro DevicesSwitching CostsProcess PowerNetwork EffectsScale EconomiesPhysical Infra & NetworksMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyConsumer Discretionary
Apr 24, 2026

Chime: MyPay Product Economics, Attach Rates & Scaling Challenges

Former Senior Product Marketing Manager at Chime
Partner Interview
ChimePayPalBlockFinancialsInformation Technology
Apr 24, 2026

ON Semiconductor: Keith Jackson vs Hassane El-Khoury Operating Strategy

Former Senior Vice President of Global Operations at ON Semiconductor
Partner Interview
ON Semiconductor•US•Large CapInfineonSTMicroelectronics N.V.Switching CostsInformation Technology
Apr 24, 2026

Amazon DSP: Gaining Share from Google & The Trade Desk in Europe

Former Manager at Amazon Ads
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 24, 2026

MIPS AB vs RLS: Rotational Impact Technology Competition

Former Director of Product Management at UVEX Safety Group
Partner Interview
MIPS AB (publ)•SE•Small CapConsumer Discretionary
Apr 24, 2026

GPGI Inc & Husky Technologies: PET Preform Injection Molding Technology & Competitive Positioning

Former Program Manager at Husky Technologies
Partner Interview
GPGI Inc•US•Mid CapSwitching CostsMission Critical Products & ServicesMaterialsFinancialsInformation Technology
Apr 24, 2026

Booking.com: Supply Aggregation, PMS Integration & AI Competitive Threats

Regional Manager, Supply at Booking.com
Partner Interview
Booking Holdings•US•Large CapOpenAIAnthropicExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 23, 2026

Cryoport & Cell Therapy Logistics: Competitive Moat, Switching Costs & Scaling Challenges

Senior Director at AstraZeneca
Partner Interview
Cryoport•US•Small CapThermo Fisher ScientificFedExSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksIndustrialsHealth Care
Apr 23, 2026

Byrna Technologies: Product Quality, Management Culture & Growth Challenges

Former Chief Supply Chain Officer at Byrna Technologies Inc.
Partner Interview
Byrna•US•Small CapIndustrials
Apr 23, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Former Senior Executive at Carvana
Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrials
Apr 23, 2026

Altus Group: Leadership, Execution & Turnaround Strategy

Director at TransUnion
Partner Interview
Altus Group•CA•Mid CapCoStar GroupReal Estate
Apr 23, 2026

The Trade Desk: Challenges from Amazon DSP & Big Tech Competition

Former Manager at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 23, 2026

Grupa Pracuj: ATS Unit Economics, Classifieds Integration & Switching Costs

Former Group Product Manager, Grupa Pracuj
Partner Interview
Grupa Pracuj Socit Anonyme•PL•Mid CapLinkedInRecruitIndustrialsInformation Technology
Apr 23, 2026

Loar Holdings: Build-to-Print vs PMA & Operating Model

Former President of LOAR Group Subsidiary
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 23, 2026

Visa & Mastercard: Stablecoin Settlement Strategy & Bank Relationships

General Manager Americas, Stablecoin Infrastructure Provider
Partner Interview
Visa•US•Mega CapMastercardAdyenCheckout.comShift4 PaymentsNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 23, 2026

Lam Research: TSMC Share Management & Market Position Strategy

Former Senior Vice President at Lam Research
Partner Interview
Lam Research•US•Mega CapKLATSMCASM InternationalTokyo ElectronProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology