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Nov 27, 2025

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

Former Executive VP of Strategic Accounts at Builders FirstSource

IP Interview

Builders FirstSource•US•Large CapQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesLowesThe Home DepotScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary

Company Profile

Nov 24, 2025

Deere & Co: Precision Agriculture & Operations Center

IP Company Learning Journey

IP ResearchDeere & Company•US•Large CapAGCOCNH IndustrialBayer CropScience LimitedMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMaterialsConsumer Discretionary

Nov 24, 2025

GitLab: Ultimate & Duo AI-features

GitLab customer

Partner Interview

GitLab•US•Mid CapMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

Nov 24, 2025

Vistra Corp, Talen Energy, & US Data Center Power

Former Strategic Solutions Manager at Vistra Corp

Partner Interview

Vistra•US•Large CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication Services

Nov 24, 2025

Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity

Former Executive at Floor & Decor

IP Interview

Floor & Decor•US•Mid CapThe Home DepotLowesBuildDirectcomQXOMohawk IndustriesTarkett S.A.Shaw FloorsScale EconomiesB2B MiddlemenSerial AcquirerConsumer DiscretionaryInformation TechnologyIndustrials

Nov 21, 2025

Hyperscaler AI Inference Cost: Custom ASICs vs GPUs

Former Data Center Product Architect and Senior Director at Nvidia

Partner Interview

NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Nov 21, 2025

Carlisle Companies Incorporated: Distributor's Perspective

Former VP of Finance at Beacon Roofing

Partner Interview

Carlisle Companies•US•Large CapAmrize LtdBeacon Roofing SupplyHolcimQXOScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsMaterialsInformation Technology

Nov 20, 2025

NVIDIA, Trainium, and GPUs vs Custom ASICs

Former Data Center Product Architect and Senior Director at Nvidia

Partner Interview

Nov 18, 2025

Inter Cars: Soft-Franchise Economics, Logistics Moat, and Pricing Control

Former Head of Sales at Inter Cars

IP Interview

Inter Cars•PL•Mid CapOReilly AutomotiveAdvance Auto PartsAutoZoneNAPA Auto PartsAuto PartnerScale EconomiesB2B MiddlemenConsumer Discretionary

Nov 15, 2025

Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation

Former Engineering Leader at American Airlines

Partner Interview

Google•US•Mega CapMicrosoftAmazonInternational Business MachinesOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerB2B SoftwareInformation TechnologyCommunication ServicesConsumer Discretionary

Nov 15, 2025

Root Inc: Carvana Partnership Detailed Analysis

Former Product Manager at Root Inc.

Partner Interview

Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

Nov 14, 2025

Root Inc: Embedded Distribution vs D2C

Former Product Manager at Root Inc.

Partner Interview

Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer Discretionary

Nov 13, 2025

Flywire Corporation: UK University Customer Perspective

Head of Student Services at UK University

Partner Interview

Flywire•US•Small CapWiseAirwallexPayoneer GlobalWestern UnionEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology

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Amazon Autos & Costco's Auto Program

Coupang: Comparison of Operations to Amazon

TSMC: Pricing Power & Advanced Packaging

Amazon Web Services & AI GTM in Life Sciences

Alibaba Group: Culture and AliExpress Growth

TSMC: Management Incentives, Yield, & Customer Relationships

SK Hynix, Micron, & Data Center HBM Demand

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

Deere & Co: Precision Agriculture & Operations Center

GitLab: Ultimate & Duo AI-features

Vistra Corp, Talen Energy, & US Data Center Power

Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity

Hyperscaler AI Inference Cost: Custom ASICs vs GPUs

Carlisle Companies Incorporated: Distributor's Perspective

NVIDIA, Trainium, and GPUs vs Custom ASICs

Inter Cars: Soft-Franchise Economics, Logistics Moat, and Pricing Control

Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation

Root Inc: Carvana Partnership Detailed Analysis

Root Inc: Embedded Distribution vs D2C

Flywire Corporation: UK University Customer Perspective