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Weekly update
December 22, 2024
IP Fieldwork: Podcast on The Art of Primary Research
December 21, 2024
GXO Logistics: Leveraging Warehouse Robotics
Former Engineer at GXO Logistics
IP Interview
GXO Logistics
DHL
FedEx
DSV
Kuehne Nagel International
AutoStore
Physical Infra & Networks
Industrials
Show 9 industries
December 21, 2024
CCC: Tractable AI and Straight-Through-Processing
Former Director at Tractable
IP Interview
CCC Intelligent Solutions
Enlyte Inc
Solera
Switching Costs
Network Effects
B2B Software
Information Technology
Show 4 industries
IP Fieldwork Podcast
December 21, 2024
Danaher: Cytiva & Bioprocessing Moats
IP Fieldwork
Danaher
Sartorius
Thermo Fisher Scientific
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Show 4 industries
IP Fieldwork Podcast
December 21, 2024
Primary Research Methods: Working with Expert Networks
IP Fieldwork
Danaher
CCC Intelligent Solutions
TransDigm Group
Constellation Software
Perimeter Solutions
Switching Costs
Network Effects
Scale Economies
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
B2B Software
Health Care
Information Technology
Industrials
Materials
Show 16 industries
IP Fieldwork Podcast
December 21, 2024
Primary Research Methods: Our Process
IP Fieldwork
Amazon
Danaher
Constellation Software
TransDigm Group
Berkshire Hathaway
Alphabet
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
B2B Software
Insurers & Financials
Marketplaces & Platforms
Consumer Discretionary
Health Care
Information Technology
Industrials
Financials
Communication Services
Show 23 industries
December 19, 2024
Chinese Luxury Gray Market Structure
Former BD Executive at Chinese Luxury Marketplace
IP Interview
Farfetch
Cettire
LVMH
Kering
Moncler
Brunello Cucinelli
Brand Equity
Unique IP & Brands
Consumer Discretionary
Show 7 industries
December 19, 2024
Fever-Tree vs Q Mixers: On-Premise Competition
Former VP at Q Mixers
IP Interview
Fevertree Drinks
Q Mixers
Brand Equity
Unique IP & Brands
Consumer Staples
Show 4 industries
December 19, 2024
Hermès: Stock Quotas & Beyond the Birkin
Former Control Manager at Hermès
Partner Interview
Hermès
LVMH
Richemont
Brunello Cucinelli
Brand Equity
Unique IP & Brands
Consumer Discretionary
Show 4 industries
December 17, 2024
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Former Senior Executive at AsTech
IP Interview
Caliber Collision
Tesla
Rivian
Lucid Motors
Belron
D'Ieteren Group
Safelite
AsTech
Boyd Autobody & Glass
Driven Brands
Process Power
Brand Equity
Consumer Discretionary
Industrials
Show 11 industries
December 17, 2024
Procore, Trimble & Construction Project Management SaaS
Former Customer at Large Construction Contractor
Partner Interview
Procore
Trimble
Autodesk
The Sage
Oracle
Switching Costs
B2B Software
Information Technology
Show 8 industries
December 17, 2024
Google DeepMind: AlphaFold & the Biologic R&D Process
Senior Structural Biologist at AstraZeneca
IP Interview
Alphabet
AstraZeneca
GSK
Moderna
Danaher
Sartorius
Google
Network Effects
Switching Costs
Physical Infra & Networks
Marketplaces & Platforms
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Communication Services
Health Care
Show 12 industries
Weekly update
December 16, 2024
Technoprobe & Semiconductor Testing, Graco, Danaher, Mettler-Toledo, PAYC, IDEXX, CVNA
Technoprobe
Graco
Danaher
Carvana
FormFactor
Paylocity
Eurocell
GXO Logistics
Paycom Software
December 16, 2024
IDEXX: Antech / Heska Combination & Threat to IDEXX
Former Vice President at Heska
Partner Interview
IDEXX Laboratories
Mars Veterinary Health
Zoetis
Health Care
Show 7 industries
December 16, 2024
Paycom, Paylocity, & HR Software Competition
Former Sales Executive at Paycom
Partner Interview
Paycom Software
Paylocity
Switching Costs
B2B Software
Industrials
Show 4 industries
December 16, 2024
Danaher: Aldevron & DNA Plasmid Manufacturing
Former Director at Aldevron, Danaher
IP Interview
Danaher
Sartorius
Thermo Fisher Scientific
Catalent
Lonza Group
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Show 6 industries
December 16, 2024
Mettler-Toledo: Product Portfolio & Quality Management
Former Senior Quality Management Executive at Mettler-Toledo
Partner Interview
MettlerToledo International
Sartorius
Precia SA
Switching Costs
OEMs w/ Installed Base
Health Care
Show 4 industries
December 15, 2024
Technoprobe: Semiconductor Probe Card Testing Equipment
Former Manufacturing Operations Executive at Technoprobe
IP Interview
Technoprobe
FormFactor
TSMC
Intel
Samsung Electronics
Switching Costs
Process Power
Mission Critical Products & Services
Unique IP & Brands
Information Technology
Show 8 industries
December 15, 2024
Wayfair Final Mile Delivery: Operations & Economics
Former Senior Manager at Wayfair
IP Interview
Wayfair
Restoration Hardware
Williams-Sonoma
Amazon
The Home Depot
Arhaus
Westwing
Target
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Consumer Staples
Show 10 industries
December 15, 2024
Graco: Culture, Sales, & Distribution
Former Global Vice President at Graco
IP Interview
Graco
Dover
Illinois Tool Works
Nordson
Switching Costs
Mission Critical Products & Services
Industrials
Show 4 industries
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