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Apr 4, 2026

HBM, DRAM & NAND: Memory Hierarchy for AI Workloads

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynixKRMega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Apr 4, 2026

CTS Eventim vs Ticketmaster: German Ticketing Market Structure & Competitive Dynamics

Former Sales Director at CTS Eventim
Partner Interview
CTS EventimDEMid CapLive Nation EntertainmentNetwork EffectsMarketplaces & PlatformsCommunication Services
Apr 3, 2026

CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs

Former Senior Vice President at GEICO
IP Icon
IP Interview
CCC Intelligent SolutionsUSMid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancials
Apr 2, 2026

Toast Inc: Customer Success Strategy & Account Management Structure

Former Manager, Customer Success at Toast
IP Icon
IP Interview
ToastUSLarge CapPARBlockOpenTableBooking HoldingsSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyFinancialsConsumer Discretionary
Apr 1, 2026

Vinted: US Market Entry Strategy & UK Supply Connection

Former Strategy Director at Vinted
Partner Interview
VintedPoshmarkeBayEtsyNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Apr 1, 2026

Gruppo Moltiply: Rastreator & Building Spain's Leading Insurance Price Comparison Site

Former CEO at Rastreator, owned by Gruppo Moltiply
Partner Interview
MoltiplyITSmall CapNetwork EffectsAuctions & ClassifiedsFinancials
Apr 1, 2026

Swiss Marketplace Group: Market Position, Lead Attribution & Transition to "Agentic" Search

COO at Avendo AG
Partner Interview
SMG Swiss Marketplace GroupMetaeBayScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal Estate
Mar 31, 2026

Copart: Transportation Operations, Fleet Strategy & Catastrophe Response

Former Transportation Manager at Copart
IP Icon
IP Interview
CopartUSLarge CapRitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Mar 31, 2026

Swiss Marketplace Group: Cultural Friction, Market Stagnation, and the Off-Market Pivot

Current Senior Real Estate Broker
Partner Interview
SMG Swiss Marketplace GroupMetaeBayBaltic Classifieds GroupScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal Estate
Mar 31, 2026

Universal Music Group: Lucian Grainge's Leadership & Strategic Missteps

Former Vice President at Universal Music Group
Partner Interview
Universal MusicNLLarge CapPandoraSony Group CorporationSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Mar 30, 2026

Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models

Former Chief Executive Officer, Autotrack Easy Buy, owned by AutoScout24
IP Icon
IP Interview
CarvanaUSLarge CapScout24 SEAUTO1Counter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsCommunication ServicesReal Estate
Mar 30, 2026

SMG Swiss Marketplace Group: Pricing Power, Margin Expansion & Regulatory Constraints

Former Senior Finance and Strategy Leader at SMG Swiss Marketplace Group
Partner Interview
SMG Swiss Marketplace GroupScout24 SEBaltic Classifieds GroupNetwork EffectsAuctions & ClassifiedsIndustrialsCommunication ServicesReal Estate
Mar 27, 2026

Grindr: Product Strategy, Monetization & Ad Load Trade-offs

Former Vice President of Product Management & Customer Experience, Grindr
Partner Interview
GrindrSGBumbleMatch GroupNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyCommunication Services
Mar 26, 2026

Adyen vs Stripe: US Market Competition & Pricing Strategy

Former Director of Engineering, Adyen
Partner Interview
AdyenNLLarge CapWorldpayStripePayPalVisaMastercardCheckout.comBlockNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
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Weekly update
Mar 26, 2026

Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce

MarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogleMarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogle
Mar 21, 2026

Adyen vs Stripe: Agentic Commerce Strategy & Growth Positioning

Director, Growth Products & Partnerships, Visa
Partner Interview
AdyenNLLarge CapAirwallexVisaMastercardStripePayPalNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Mar 20, 2026

SAP S/4HANA Migration: Customization, Cloud Strategy & Multi-Year Implementation

Chief Information Officer at Hyundai Motor Company, United States
Partner Interview
SAPDELarge CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Mar 12, 2026

Adyen: Agentic Commerce, Tokenized Payments & Risk Management

Former Director of Engineering, Adyen
Partner Interview
AdyenNLLarge CapWorldpayCheckout.comBraintreeVisaMastercardShopifyNetwork EffectsSwitching CostsMarketplaces & PlatformsB2B SoftwareFinancialsInformation Technology
Mar 11, 2026

Auto Trader Group: Cost Per Sale Attribution & Marketplace Competition

Former Marketing and E-commerce Director at Inchcape
Partner Interview
Auto Trader GroupGBMid CapNetwork EffectsMarketplaces & PlatformsCommunication Services
Mar 9, 2026

Grindr: Product Strategy, Ad Load Testing & Free User Experience

Former Senior Product Manager, New Verticals at Grindr
Partner Interview
GrindrSGMatch GroupNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyCommunication Services

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