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Apr 26, 2026

Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model

Former Senior VP Commercial & Chief Sales Officer, HBX Group
Partner Interview
Booking HoldingsUSLarge CapOpenAIGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 26, 2026

Constellation & Trapeze US: ITCS Hardware Pricing

Former Portfolio Manager at Trapeze, Modaxo
IP Icon
IP Interview
Constellation SoftwareCALarge CapIVU Traffic TechnologiesInit Innovation In Traffic Systems SESwitching CostsB2B SoftwareInformation Technology
Apr 26, 2026

Saia, Estes, XPO & Yellow Terminal Acquisitions: Capacity Strategy & Freight Capture

Vice President, Great Plains Region at Estes Express Lines
Partner Interview
SaiaUSLarge CapOld Dominion Freight LineXPOPhysical Infra & NetworksIndustrials
Apr 26, 2026

Zeta vs Salesforce vs Adobe: Marketing Cloud Platform Comparison

Former Director of Product Marketing at Evergage
Partner Interview
Zeta GlobalUSMid CapSalesforceAdobeSwitching CostsB2B SoftwareInformation Technology
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
AmazonUSMega 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
DiaceuticsGBSmall CapIQVIAHealth Care
Apr 24, 2026

Sportradar: Technology Strategy, Product Development & Sports Rights Economics

Former Head Architect, Sportradar
Partner Interview
SportradarCHMid 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
MoodysUSLarge 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
MicrosoftUSMega 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 SemiconductorUSLarge 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
AmazonUSMega 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)SESmall 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 IncUSMid 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 HoldingsUSLarge 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
CryoportUSSmall 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
ByrnaUSSmall CapIndustrials
Apr 23, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Former Senior Executive at Carvana
Partner Interview
CarvanaUSLarge 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 GroupCAMid 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 DeskUSLarge CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary

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