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August 21, 2025

Airbus, Collins, Safran, & Aero Cabin Supplier Dynamics

Former Director at Airbus
IP Interview
AirbusThe BoeingSafranRTXProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 21, 2025

Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance

Former VP, Insurance at Tesla
Partner Interview
The ProgressiveBerkshire HathawayTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerFinancialsConsumer Discretionary
August 21, 2025

Wise Platform vs Visa: Currencycloud Economics

Former VP at CurrencyCloud
Partner Interview
WiseRevolutVisaWestern UnionRemitly GlobalMastercardNetwork EffectsFinancialsInformation Technology
August 21, 2025

Oscar Health: Payer Discipline in Utilization Management & Cost Control

Former Director at Oscar Health
Partner Interview
Oscar HealthAetnaThe CignaCVS HealthCenteneHealth CareFinancials
August 20, 2025

Shopee vs TikTok Shop & Southeast Asian Ecommerce

Former Manager at TikTok Shop and Shopee
Partner Interview
MetaTikTok ShopSeaAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
August 20, 2025

The Trade Desk: Ventura Streaming TV OS, OEM Rev-Share & DSP Monetization

Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade DeskRokuAlphabetGoogleAmazonAppleVizioNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
August 20, 2025

Deere & Company: Brazil Operations Center Evolution

Former Precision Agriculture Integration Manager at John Deere
IP Interview
Deere & CompanyCNH IndustrialBayerAGCOMahindra MahindraIndustrialsHealth CareConsumer Discretionary
August 19, 2025

Intuitive Surgical: Europe Capital Equipment & Instrument Sales

Former Sales Executive at Intuitive Surgical
IP Interview
Intuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
August 19, 2025

Hemnet: Broker Incentives & Commission Kickbacks

Current Franchise Owner at Fastighetsbyrån
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
August 19, 2025

Magnite: Ad Server Stickiness & SSP Consolidation

Former Senior Sales Executive at Magnite
Partner Interview
MagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleNetwork EffectsCounter PositioningBrand EquityMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesInformation Technology
August 19, 2025

Bio-Rad: Switching Costs and Competitive Dynamics in Single-Cell & Digital PCR

Former Director at Bio-Rad Laboratories
Partner Interview
Bio-Rad Laboratories10X GenomicsThermo Fisher ScientificQiagenRocheBrukerBerkeley LightsIlluminaNateraCytivaGuardant HealthSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
IP Research Resource
August 18, 2025

Kneat: Life Sciences Validation Software Workflow

IP Research
KneatcomVeevaSwitching CostsB2B SoftwareHealth Care
August 18, 2025

Wise: Revolut FX Margins & Cross-Subsidies

Former Director at Revolut Business
Partner Interview
WiseRevolutVisaWestern UnionRemitly GlobalMastercardNetwork EffectsFinancialsInformation Technology
August 18, 2025

Equifax: The Work Number & TrueWork Waterfall Strategies

Former Product Manager at TrueWork
Partner Interview
EquifaxExperianTransUnionAutomatic Data ProcessingNetwork EffectsUnique IP & BrandsIndustrials
August 18, 2025

Wolters Kluwer: UpToDate Pricing & Gen AI Threats

Former Director at Wolters Kluwer Clinical Effectiveness
Partner Interview
Wolters KluwerRELXVeradigmIndustrialsHealth Care
August 18, 2025

Sartorius: Upstream Bioprocessing Market Dominance

Former Senior Product Management Director at Sartorius Stedim Biotech
Partner Interview
Sartorius Stedim BiotechDanaherGeneral ElectricPall CorporationMerckThermo Fisher Scientific3MRepligenLonza GroupRocheSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrialsMaterials
August 18, 2025

Deere & Company: Embedded Systems & Data Integration

Former John Deere VP
IP Interview
Deere & CompanyCNH Industrial N.V.AGCOMahindra MahindraTitan MachineryIndustrialsConsumer Discretionary
August 18, 2025

Medpace: Culture & Leadership Style

Former Business Development Executive at Medpace
Partner Interview
MedpaceIQVIACharles River Laboratories InternationalICONHealth Care
August 18, 2025

Equifax: The Work Number Pricing Strategy

Former Sales Director at Equifax
Partner Interview
EquifaxExperianTransUnionAutomatic Data ProcessingNetwork EffectsUnique IP & BrandsIndustrials
August 18, 2025

Hemnet: ARPU Expansion

Fomer Sales Director at Hemnet
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate