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Apr 14, 2026

Workday: EMEA Go-to-Market Strategy & Partner Ecosystem

Former Senior Strategy Executive at Workday
IP Icon
IP Interview
Workday•US•Large CapUKGRipplingSAPOracleSwitching CostsB2B SoftwareInformation Technology
Apr 13, 2026

Guidewire Software: A History of Insurance Technology Stacks

Former Senior IT Executive at Tier 1 P&C Insurer
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IP Interview
Guidewire Software•US•Large CapZurich InsuranceState FarmDuck CreekSwitching CostsB2B SoftwareFinancialsInformation Technology
Apr 13, 2026

Baltics Classifieds Group: Dealer Unit Economics, Margin Pressure & Pricing Power

Marketing Manager at an Estonian Car Dealership
Partner Interview
Baltics Classifieds GroupScout24 SEAuto Trader GroupSMG Swiss Marketplace GroupHemnetNetwork EffectsAuctions & ClassifiedsMarketplaces & PlatformsIndustrialsCommunication ServicesReal Estate
Apr 10, 2026

e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug

Head of Skincare and Haircare, Superdrug
Partner Interview
e.l.f. Beauty•US•Mid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
Apr 10, 2026

Atlassian vs Notion: Confluence Competitive Dynamics

Former Head of Product Management at Atlassian
Partner Interview
Atlassian•AU•Large CapmondaycomAnthropicSwitching CostsB2B SoftwareInformation Technology
Apr 10, 2026

Vistry Group: UK Land & Build Partnership Economics with Housing Associations

Group Head of Affordable Housing Delivery, Avant Homes
Partner Interview
Vistry Group•GB•Small CapBarratt Redrow plcTaylor WimpeyPersimmonCornered ResourceConsumer Discretionary
Apr 10, 2026

Visa, Mastercard & Stablecoins: Cross-Border Use Cases vs Pure Payments

Former Director of Engineering, Adyen
Partner Interview
Visa•US•Mega CapMastercardBlockAdyenStripePayPalWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 10, 2026

Teradyne: AI Compute Test Strategy & Competing with Advantest

Former Director, Product Management & Strategy, Teradyne
Partner Interview
Teradyne•US•Large CapTSMCAdvantestSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Apr 10, 2026

SK Hynix & NAND: Capex Triggers, Tool Selection & Vendor Lock-In

Former VP Supply Chain & Procurement, SK Hynix
Partner Interview
SK hynix•KR•Mega CapASMLLam ResearchApplied MaterialsKLATeradyneOnto InnovationTSMCON SemiconductorProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology
Apr 9, 2026

Salesforce Service Cloud & Field Service: From Ticketing to Agentic Workflows

Former Director, Service Cloud & Field Service at Salesforce
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IP Interview
Salesforce•US•Large CapAnthropicHubSpotMicrosoftOracleSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Apr 9, 2026

GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI

Former Senior Vice President at GEICO
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IP Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Apr 9, 2026

Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand

Program Manager, GTF Recovery at RTX
Partner Interview
RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Apr 9, 2026

P3 Health Partners: Managing Multi-Payer Medicare Advantage Risk

Former Executive Vice President at P3 Health Partners
Partner Interview
Astrana Health•US•Small CapP3 HealthCigna CorporationHealth Care
Apr 9, 2026

inTEST Corporation: Cost Structure, Cycle Management & Strategic Challenges

Former CFO at inTEST
Partner Interview
inTEST•US•Small CapTeradyneInformation Technology
Apr 8, 2026

Games Workshop: Demographic Recapture, Narrative Moat, and Rule-Driven Monetization

Co-founder at a London-based B2B Games Workshop Customer
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IP Interview
Games Workshop•GB•Mid CapEmbracer GroupHasbroKonami Group CorporationUnique IP & BrandsConsumer DiscretionaryCommunication Services
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Apr 7, 2026

TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn

ToastHEICOTransDigm GroupToastHEICOTransDigm Group
Apr 6, 2026

Oddity Tech: Il Makiage Beauty Retail and Customer Loyalty

Former VP Business Development at IL MAKIAGE
Partner Interview
Oddity Tech•IL•Small CapConsumer StaplesInformation Technology
Apr 6, 2026

Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling

Former International Demonstration/Instructor Pilot at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Apr 5, 2026

Samsung, SK Hynix & Micron: HBM Packaging & Thermal Management Competition

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Apr 4, 2026

SANUWAVE Health: Sales Economics & Reimbursement Challenges

Former Sales Account Manger at SANUWAVE
Partner Interview
SANUWAVE Health, Inc.•US•Small CapHealth Care

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