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Klaviyo: ESP Pricing, SMS Economics & Loyalty Program Strategy
May 1, 2026
Partner Interview
Klaviyo•US•Mid CapFigmaSalesforceBrazeShopifySwitching CostsB2B SoftwareMay 1, 2026
ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition
Apr 30, 2026
Partner Interview
ServiceTitan, Inc.•US•Mid CapAnthropicOpenAIFigmaApr 30, 2026
Weekly update
Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins
Jun 24, 2025
ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanvaNetwork EffectsPhysical Infra & Networks
Jun 24, 2025
Adobe: Figma’s Dev Mode & Growth Beyond Designers
Jun 17, 2025
Partner Interview
FigmaAdobeJun 17, 2025
Adobe: Price Hikes and Revenue Retention - Lessons From Japan
Jun 17, 2025
Partner Interview
AdobeFigmaCanvaJun 17, 2025
Weekly update
Deere Dealership Economics, Adobe vs Figma, Copart, Cellavision
Jun 11, 2025
FigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire HathawaySwitching CostsSerial Acquirer
Jun 11, 2025
Adobe: Figma Competition
Jun 9, 2025
Partner Interview
AdobeFigmaJun 9, 2025
Adobe: Canva’s SMB Surge
Jun 9, 2025
Partner Interview
AdobeCanvaFigmaJun 9, 2025
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