Weekly Updates
Newsletter with insights and analysis of the newest research
Weekly update
TransDigm & GE vs Airbus, Meta & Amazon Culture, AppLovin
Oct 8, 2026
TransDigm Group•US•Large CapAirbusProcess PowerMission Critical Products & Services
Oct 8, 2026
Weekly update
AI Inference Portability, Amrize, Salesforce Churn, Copart Share Loss
Sep 30, 2026
Amazon•US•Mega CapSalesforceSwitching CostsB2B Software
Sep 30, 2026
Weekly update
AWS, Anthropic, & AI Backlog Risk, LVMH, Uber vs Waymo
Sep 23, 2026
Amazon•US•Mega CapAnthropicNetwork EffectsPhysical Infra & Networks
Sep 23, 2026
Weekly update
Frontier LLMs & Claude vs Harvey, QXO, Shopify, FICO
Sep 16, 2026
AnthropicOpenAIGoogleNetwork EffectsMarketplaces & Platforms
Sep 16, 2026
Weekly update
Domino's, Copart, Danaher, Veeva, Disney, POOL
Sep 10, 2026
Dominos Pizza•US•Mid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026
Weekly update
AWS, Nebius, & AI Data Center ROIC
Aug 27, 2026
Amazon•US•Mega CapNebius GroupMicrosoftGoogleNetwork EffectsPhysical Infra & Networks
Aug 27, 2026
Weekly update
Perimeter Solutions, Wildfire Retardant Contracting & Pricing
Aug 12, 2026
Perimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 12, 2026
Weekly update
Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check
Aug 5, 2026
Danaher•US•Large CapWiseSwitching CostsMission Critical Products & Services
Aug 5, 2026
Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMetaNetwork EffectsAuctions & Classifieds
Jul 29, 2026
Weekly update
Wise, Hyperscalers vs Labs, Meta
Jul 15, 2026
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMetaSwitching CostsPhysical Infra & Networks
Jul 15, 2026
Weekly update
OpenAI, AppLovin, S&P & Moody's Analytics
Jul 9, 2026
OpenAIAnthropicApplovinAccentureS&P GlobalMoodys
Jul 9, 2026
Weekly update
Howmet Single Crystal Blades, AMZN Logistics, Synopsys & Cadence AI Risk
Jul 1, 2026
Howmet Aerospace•US•Large CapAmazonSynopsysCadence Design SystemsSwitching CostsB2B Software
Jul 1, 2026
Weekly update
NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs
Jun 24, 2026
Netflix•US•Mega CapNVIDIAGoogleIntelGE AerospaceProcess PowerMarketplaces & Platforms
Jun 24, 2026
Weekly update
Ask IP: AI Search
Jun 22, 2026
Jun 22, 2026
Weekly update
Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk
Jun 16, 2026
Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToastSwitching CostsPhysical Infra & Networks
Jun 16, 2026
Weekly update
Perimeter Solutions & GE Vernova
Jun 10, 2026
Perimeter Solutions•US•Mid CapGE VernovaSiemens EnergyScale EconomiesMission Critical Products & Services
Jun 10, 2026
Weekly update
Accenture and SI Economics & Markel Insurance CEO References
Jun 4, 2026
WorkdayMarkelOpenAIOracleProcess PowerB2B Software
Jun 4, 2026
Weekly update
AWS vs OpenAI, CoStar, & Constellation’s AI Risk
May 28, 2026
AmazonOpenAIMicrosoftAnthropicConstellation SoftwareTopicusGoogleSwitching CostsPhysical Infra & Networks
May 28, 2026
Weekly update
IP Library MCP & API
May 5, 2026
May 5, 2026
Weekly update
Q1 26 Top Interviews: SAP, SaaS & the Agentic ERP
Apr 28, 2026
Sap Se•DE•Mega CapGoogleMicrosoftAnthropicOpenAIConstellation SoftwareSwitching CostsB2B Software
Apr 28, 2026
Showing 20 of 207 results