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Today at 16:00

Kneat: Consumer Products Validation

Former VP at Johnson & Johnson
IP Interview
KneatcomVeevaHoneywellSwitching CostsB2B SoftwareHealth CareIndustrials
Today at 11:27

Braze: Partner Perspective & Competitive Environment

Braze Partner
Partner Interview
BrazeAdobeSalesforceSwitching CostsB2B SoftwareInformation Technology
Today at 10:32

HBX Group: Wholesaler Margins & Pre-Buys

Former Director at WebBeds
Partner Interview
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Today at 10:32

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
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Constellation Software: Vela Operating Culture & AI Risk

Former Portfolio Manager at Vela Software
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
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Franklin Covey: Sales Culture & AI

Former Executive at Franklin Covey
Partner Interview
Franklin CoveyIndustrials
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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
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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
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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
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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
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Middleby Corporation: Commercial Portfolio & Distribution Strategy

Former President at Middleby
Partner Interview
The MiddlebyRATIONAL AGIllinois Tool WorksIndustrials
October 6, 2025

Latham: the Australian Fiberglass Pool Market

Former General Manager at Blue Marlin Pools
Partner Interview
LathamAquatic Leisure TechnologiesBarrier Reef PoolsPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
October 6, 2025

TSMC: Supply Over Price

Former Senior Executive at Qualcomm
Partner Interview
TSMCQualcommGLOBALFOUNDRIESASMLNVIDIAMicron TechnologySK hynixAdvanced Micro DevicesIntelSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
October 6, 2025

The Trade Desk: Amazon DSP Competition

Former Senior Director at FreeWheel
Partner Interview
The Trade DeskMagniteGoogleWalt DisneyNetflixAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary