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Weekly update

FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB

Tesla•US•Mega CapFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSLBMedtronicTransDigm GroupOracle
Sep 4, 2024

MongoDB: Atlas vs Self-Hosted, Competition & Postgres

Partner Interview
MongoDB•US•Large CapPineconeElasticMicrosoftOracleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer Discretionary
Sep 2, 2024
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Weekly update

Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco

Intuitive Surgical•US•Large CapLifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierMedtronicGE AerospacePineconeLouisiana-Pacific
Aug 14, 2024

MongoDB: Vector Search, Displacing Postgres & DynamoDB

Partner Interview
MongoDB•US•Large CapAmazonPineconeElasticOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation Technology
Aug 12, 2024
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Weekly update

Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping

Procore•US•Mid CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGE AerospaceSafranTransDigm Group
Aug 7, 2024

MongoDB, Snowflake vs Databricks and the GenAI Tech Stack

Partner Interview
MongoDB•US•Large CapElasticPineconeSnowflakeDatabricksOracleAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Aug 5, 2024
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Weekly update

Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB

Lifco•SE•Large CapAgilentWayfairHalmaDanaherWatersMongoDBAmazonPhilip Morris International
Jul 31, 2024

MongoDB: Engaging Developers, Cost Optimization & Migrations

Partner Interview
MongoDB•US•Large CapElasticOraclePineconeAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Jul 29, 2024
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Weekly update

Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent

Carrier Global•US•Large CapRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Jul 24, 2024

MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model

Partner Interview
MongoDB•US•Large CapOraclePineconeElasticAmazonSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Jul 22, 2024

KX: A Customer's Perspective

Partner Interview
KX•US•Small CapAmazonIntelFD TechnologiesOracleMicrosoftMongoDBInfluxDBPineconeShaktiNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyIndustrialsEnergy
Dec 5, 2023

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