Weekly Updates
Newsletter with insights and analysis of the newest research
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
Weekly update
Workday, Progressive Insurance, Games Workshop
Apr 21, 2026
WorkdayHasbroThe ProgressiveLemonadeOracleSap SeSwitching CostsB2B Software
Apr 21, 2026
Weekly update
TransDigm & PMAs, CCC vs Mitchell Casualty, Toast Gross Churn
Apr 7, 2026
ToastHEICOTransDigm GroupSwitching CostsMission Critical Products & Services
Apr 7, 2026
Weekly update
Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce
Mar 26, 2026
MarkelAdyenOnto InnovationVisaASMLKLAMastercardGoogleSap SeNetwork EffectsMarketplaces & Platforms
Mar 26, 2026
Weekly update
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
Mar 9, 2026
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonSwitching CostsB2B Software
Mar 9, 2026
Weekly update
IP Management Reference Checks: Carvana, Applovin, TransDigm, Airbnb, Judges Scientific
Mar 3, 2026
AirbnbCarvanaApplovinConstellation SoftwareCounter PositioningB2B Software
Mar 3, 2026
Showing 20 of 202 results