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Jan 13, 2026
PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack
Former Director at Qu POS
Partner Interview
PAR•US•Small CapUpserveToastDoorDashNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication ServicesJan 13, 2026
IMCD: Portfolio Defensibility & China’s Price Deflation
Former Director at Azelis
Partner Interview
IMCD•NL•Mid CapAzelisBrenntagB2B MiddlemenMaterialsIndustrialsJan 13, 2026
Zeta Global: Marketing Platform Economics, Pricing & Competition
Former VP at Zeta Global
Partner Interview
Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
Chime: US Digital Banking Market & Products Overview
Former Product Manager at Chime
Partner Interview
ChimeBlockPayPalCapital One FinancialBank of America CorpWells Fargo & CompanyRevolutFinancialsInformation TechnologyIndustrialsJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
Monday.com: AI Features & Platform Expansion
Monday.com Premium Partner
Partner Interview
mondaycom•IL•Mid CapAtlassianAirtableSalesforceHubSpotSwitching CostsB2B SoftwareInformation TechnologyCommunication ServicesJan 13, 2026
PAR Technology: Unified Core & Open APIs
Former Director at Oracle
Partner Interview
PAR•US•Small CapUpserveQu POSOracleSwitching CostsB2B SoftwareInformation TechnologyJan 13, 2026
DCC plc: US Propane Business & Market Structure
Former General Manager at DCC
Partner Interview
DCC•IE•Mid CapAmeriGasFerrellgasScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 13, 2026
Core & Main: Market Structure & Local Execution
VP of Sales at Waterworks Supplier
Partner Interview
Core & Main•US•Large CapFergusonAdvanced Drainage SystemsB2B MiddlemenIndustrialsJan 9, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsJan 9, 2026
Monday.com: A Customer's Perspective
Director of Product Management at Monday.com's Customer
Partner Interview
mondaycom•IL•Mid CapGitLabSalesforceAtlassianSwitching CostsB2B SoftwareInformation TechnologyJan 9, 2026
BFF: Monetizing Public-Sector Payment Delays
Former Sales Director at BFF
Jan 8, 2026
PAR Technology: Cloud Advantage and Enterprise Integrations
Former Sales Director at Qu POS
Partner Interview
PAR•US•Small CapUpserveToastOracleLightspeed CommerceGustoSwitching CostsB2B SoftwareInformation TechnologyFinancialsJan 8, 2026
Root Inc: Carvana & Building a Scalable Partnerships Platform
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryJan 8, 2026
Vinted & European Second-Hand Goods Market
Former Executive at Tradera
Partner Interview
VintedEtsyeBayPoshmarkNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryJan 8, 2026
Kinsale Capital Group: In-House Software & Underwritting Automation
Former Software Developer at Kinsale Capital
Partner Interview
Kinsale Capital Group•US•Mid CapMarkelW R Berkley CorpChubbRyan Specialty GroupProcess PowerInsurers & FinancialsFinancialsJan 8, 2026
TSMC: Customer Contract Economics, Capacity & Yield
Former Senior Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapIntelMicron TechnologyNVIDIAASMLSamsung ElectronicsGLOBALFOUNDRIESUMC, Inc.Switching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryIndustrialsJan 8, 2026
Johnson Controls International: Culture & HVAC Competitive Landscape
Former Executive at Johnson Controls International
Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesCarrier GlobalDaikin IndustriesLennox InternationalWatscoB2B MiddlemenIndustrialsJan 7, 2026
Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives
US Auto F&I Advisor
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