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May 1, 2026

Klaviyo: ESP Pricing, SMS Economics & Loyalty Program Strategy

Partner Interview
KlaviyoUSMid CapFigmaSalesforceBrazeShopifySwitching CostsB2B SoftwareMaterialsInformation Technology
Apr 30, 2026

ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition

Partner Interview
ServiceTitan, Inc.USMid CapAnthropicOpenAIFigmaInformation TechnologyMaterials
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Weekly update
Jun 24, 2025

Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins

ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanvaShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
Jun 17, 2025

Adobe: Figma’s Dev Mode & Growth Beyond Designers

Partner Interview
FigmaAdobeFigmaAdobeMaterialsInformation Technology
Jun 17, 2025

Adobe: Price Hikes and Revenue Retention - Lessons From Japan

Partner Interview
AdobeFigmaCanvaAdobeFigmaCanvaInformation TechnologyMaterialsFinancials
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Weekly update
Jun 11, 2025

Deere Dealership Economics, Adobe vs Figma, Copart, Cellavision

FigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire HathawayFigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire Hathaway
Jun 9, 2025

Adobe: Figma Competition

Partner Interview
AdobeFigmaAdobeFigmaInformation TechnologyMaterials
Jun 9, 2025

Adobe: Canva’s SMB Surge

Partner Interview
AdobeCanvaFigmaAdobeCanvaFigmaInformation TechnologyFinancialsMaterials

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