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October 15, 2025

QXO: Manufacturer-Distributor Power Dynamics in US Building Product Market

Former EVP at Carlisle Construction Materials
IP Interview
Builders FirstSourceCarlisle CompaniesQXOThe Home DepotLowesGAF RoofingJohns ManvilleScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
October 15, 2025

Acuren: Energy Testing, Inspection & Certification

Former VP at Acuren
Partner Interview
Acuren CorporationAPi GroupIndustrials
October 15, 2025

Braze: E-Commerce Use Cases & Personalization

Braze Partner
Partner Interview
BrazeSalesforceAdobeSwitching CostsB2B SoftwareInformation Technology
October 13, 2025

Global-E: Cross Border E-Commerce & Shopify Bargaining Power

Former VP at Global-E
Partner Interview
GlobalE OnlineShopifyTHGSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
October 13, 2025

Kneat: Consumer Products Validation

Former VP at Johnson & Johnson
IP Interview
KneatcomVeevaHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
October 13, 2025

Braze: Partner Perspective & Competitive Environment

Braze Partner
Partner Interview
BrazeAdobeSalesforceSwitching CostsB2B SoftwareInformation Technology
October 13, 2025

HBX Group: Wholesaler Margins & Pre-Buys

Former Director at WebBeds
Partner Interview
HBX Group International PlcExpediaWeb Travel Group LimitedTbo Tek LtdBooking HoldingsNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
October 13, 2025

Uber: Waymo GTM & Autonomous Vehicle Economics

Former Program Manager at Waymo
Partner Interview
UberWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer Discretionary
October 13, 2025

Constellation Software: Vela Operating Culture & AI Risk

Former Portfolio Manager at Vela Software
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
October 13, 2025

Franklin Covey: Sales Culture & AI

Former Executive at Franklin Covey
Partner Interview
Franklin CoveyIndustrials
October 13, 2025

Somero: Low-End Disruption & EU Competitive Landscape

Current Director at a Concrete Flooring Equipment Dealership
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials
October 12, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Former Chief Engineer at GE Aerospace
Partner Interview
FTAI AviationGeneral ElectricRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
October 12, 2025

Heartland Express, Schneider & the US FTL Market: Dedicated Contracts Hedging, Utilization & Backhaul Economics

Former Director of Operations at Schneider National
IP Interview
Heartland ExpressFedExUnited Parcel ServiceKnightSwift TransportationC.H. Robinson Worldwide IncSchneider NationalPhysical Infra & NetworksIndustrials
October 12, 2025

Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships

Former Director at Waymo
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
October 8, 2025

Somero: Concrete Construction Workflow & New Products

Former VP at Baker Construction
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials
October 8, 2025

Veeva: Non-Pharma Quality Vault

Former Sales Executive at Veeva
IP Interview
VeevaKneatcomHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
October 8, 2025

Safran: Landing Gear Certification, Aftermarket, and Competition

Former Executive at Safran
IP Interview
SafranRTXAirbusThe BoeingLiebherr GroupProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
October 8, 2025

Instacart: Smart Carts, Theft, and ROI Challenges

Former Senior Manager, International Enterprise Solutions at Instacart
Partner Interview
MaplebearThe KrogerAmazonAldiCostco WholesaleUberDoorDashInstacartScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesIndustrialsInformation TechnologyCommunication Services
October 7, 2025

Dayforce: Single-Platform & Single Code Advantage

Former VP at Dayforce
Partner Interview
DayforceWorkdayUKGSap SeOraclePaycom SoftwarePaycor HCMPaychexPaylocitySalesforceSwitching CostsB2B SoftwareIndustrialsInformation Technology
October 7, 2025

Ashtead Technology: Relative Scale & Logistics Moat

Former Senior Executive at Ashtead Technology
IP Interview
Ashtead TechnologyTeledyneSubsea 7TechnipFMCOceaneering InternationalSaipemEnergyIndustrialsInformation Technology