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Weekly update

Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA

AmazonUSMega CapWayfairThe GymHashiCorpDanaherDominos PizzaBasic FitUniversal MusicSpotifyNetwork EffectsLow Cost Operators
Feb 21, 2024

HashiCorp: Sales & Marketing Strategy

Partner Interview
HashiCorpUSMid CapAmazonMicrosoftSwitching CostsPhysical Infra & Networks
Feb 20, 2024

DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow

Partner Interview
DatadogUSLarge CapHashiCorpSnowflakeDatabricksCapital One FinancialSwitching CostsB2B Software
Dec 12, 2023
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Weekly update

Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange

SpotifySELarge CapIMCDMichelinHelloFreshHashiCorpHEICOAvidXchangeAppleYellowGoogleAirbusContinentalMainfreightOld Dominion Freight LineNetwork EffectsMarketplaces & Platforms
Oct 10, 2023

HashiCorp: License Change & Leadership

Partner Interview
HashiCorpUSMid CapVMware
Oct 9, 2023
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Weekly update

HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot

HEICOUSLarge CapTrustpilotSpotifyHashiCorpMainfreightFevertree DrinksKeywords StudiosOld Dominion Freight LineMicrosoftAppleSwitching CostsPhysical Infra & Networks
Aug 23, 2023

HashiCorp: From Open-Source To Enterprise

Partner Interview
HashiCorpUSMid CapMicrosoftVMwareSwitching CostsPhysical Infra & Networks
Aug 17, 2023
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Weekly update

Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC

AmazonUSMega CapElasticSchindlerKONEMicrosoftHashiCorpOktaOtis WorldwideSwitching CostsOEMs w/ Installed Base
Oct 5, 2022

HashiCorp: Terraform Open-Source to Paid

Partner Interview
HashiCorpUSMid CapMicrosoftSwitching CostsPhysical Infra & Networks
Sep 30, 2022

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