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Apr 4, 2026
HBM, DRAM & NAND: Memory Hierarchy for AI Workloads
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 3, 2026
CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs
Former Senior Vice President at GEICO
Apr 1, 2026
SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryMar 25, 2026
James Hardie Industries vs Louisiana-Pacific Corporation: Regional Duopoly, Market Segmentation & Vinyl Siding
Former Vice President at Louisiana-Pacific Corporation
Partner Interview
Louisiana-Pacific•US•Mid CapJames Hardie Industries plcBoise CascadeScale EconomiesMaterialsIndustrialsMar 23, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Former Director of National Accounts, Progressive
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 20, 2026
Boston Beer: Product Development, RTDs & Brand Portfolio Strategy
Former Head of Innovation at The Boston Beer Company
Partner Interview
Boston Beer Company•US•Mid CapMolson Coors BeverageAnheuser-Busch InBev SA/NVScale EconomiesUnique IP & BrandsConsumer StaplesMar 20, 2026
SAP S/4HANA Migration: Customization, Cloud Strategy & Multi-Year Implementation
Chief Information Officer at Hyundai Motor Company, United States
Partner Interview
SAP•DE•Large CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMar 18, 2026
Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession
Former Senior Claims Director, The Progressive Corporation
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 16, 2026
DICK'S Sporting Goods: Ed Stack's Legacy, Distribution Strategy & Competitive Advantage
Former Vice President at DICK's Sporting Goods
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasScale EconomiesBrand EquityConsumer DiscretionaryMar 16, 2026
Deere & Company: Dealership Store Operations & Service Alerts
Current Regional Operations Manager at Tellus Equipment
Mar 12, 2026
Markel: Underwriting Culture & Insurance Reorganisation
Former Global Executive Underwriting Officer at Markel
Mar 11, 2026
AI Memory History & Demand: NAND vs DRAM for Long Context Inference
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
Micron Technology•US•Mega CapSandisk CorporationSK hynixNVIDIAIntelTSMCProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyMar 9, 2026
SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition
Senior Vice President at SAP
Partner Interview
SAP•DE•Large CapOracleAmazonMicrosoftGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Weekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 9, 2026
The Trade Desk: Take Rate Pressure, Competition & Mid-Market Expansion Strategy
Former Vice President at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 5, 2026
Bank of Georgia: Corporate Banking Underwriting, Diversification & Real Estate Exposure
Former Sector Head at Bank of Georgia
Partner Interview
Bank of Georgia Group•GB•Mid CapScale EconomiesInsurers & FinancialsFinancialsMar 3, 2026
Inter Cars: Franchise Model & Eastern European Parts Distribution
Former Area Sales Manager at Inter Cars
Mar 1, 2026
Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryIP Fieldwork Podcast
Feb 25, 2026
Markel Group: Capital Allocation
IP Fieldwork Podcast
Markel•US•Large CapBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
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