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ARM vs RISC-V: Long-Term Competitive Dynamics in the Data Center

Partner Interview
Arm•GB•Mega CapOpenAIQualcommNVIDIAGoogleAmazonNetwork EffectsPhysical Infra & Networks
Aug 20, 2026

FTAI Aviation & Chromalloy: CFM56 PMA Blade Yields & Power Conversion Challenges

Partner Interview
FTAI Aviation•US•Large CapChromalloySafranGeneral Electric CompanyScale EconomiesLow Cost Operators
Aug 20, 2026

AutoZone vs O'Reilly: Commercial Strategy, Culture & Parts Network

Partner Interview
AutoZone•US•Large CapOReilly AutomotiveScale EconomiesB2B Middlemen
Aug 20, 2026

Microsoft & CoreWeave: Neocloud Strategy, GPU Capacity Planning & Off-Balance-Sheet Dynamics

Partner Interview
Microsoft•US•Mega CapAmazonGoogleOpenAICoreWeaveAnthropicLambda LabsByteDanceNebius GroupNVIDIASwitching CostsPhysical Infra & Networks
Aug 20, 2026

TopBuild & QXO: Distribution, Installation & Building Products Integration

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCertainTeedSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Aug 20, 2026

Coupang: FLC Supply Chain Strategy & Seller Onboarding

Partner Interview
Coupang Inc•US•Large CapShopeeGrabAmazonNetwork EffectsMarketplaces & Platforms
Aug 19, 2026

BNSF & Aurora: Autonomous Trucking's Impact on Rail Intermodal

Partner Interview
BNSF RailwayAuroraUnion PacificBerkshire HathawayCanadian Pacific Kansas CityScale EconomiesInsurers & Financials
Aug 19, 2026

BNSF & Union Pacific: Autonomous Trucking Threat to Intermodal

Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCSouthern CompanyBerkshire HathawayScale EconomiesInsurers & Financials
Aug 18, 2026

Lime: Scooter Lifecycle, Hardware Strategy & Long-Term Growth Runway

Partner Interview
LimeAmazonUberNetwork EffectsMarketplaces & Platforms
Aug 18, 2026

DoorDash: Owning the Full Restaurant Operating Stack

Partner Interview
DoorDash•US•Large CapOpenTableOpenAIAmazonUberNetwork EffectsMarketplaces & Platforms
Aug 13, 2026

TopBuild & IBP: Insulation Contracting M&A Multiples and Deal Dynamics

Partner Interview
QXO•US•Large CapTopBuildScale EconomiesB2B Middlemen
Aug 12, 2026
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Weekly update

Perimeter Solutions, Wildfire Retardant Contracting & Pricing

Perimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 12, 2026

GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture

Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationScale EconomiesMission Critical Products & Services
Aug 12, 2026

Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication

Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningInsurers & Financials
Aug 10, 2026

Coupang vs Naver: Delivery Speed, Price Matching & Competitive Dynamics

Partner Interview
Coupang Inc•US•Large CapNAVERAmazonNetwork EffectsPhysical Infra & Networks
Aug 10, 2026
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Value Chain

Perimeter Solutions: PHOS-CHEK Value Chain

IP Research
IP ResearchPerimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 10, 2026

Sabre & GDS: The OTA Perspective on Supply Aggregation

Partner Interview
Sabre•US•Large CapRyanair Holdings plcBooking HoldingsAmadeus ITTripAdvisorNetwork EffectsLow Cost Operators
Aug 10, 2026

FedEx Freight Spin-off: Sales Strategy, Network Investment & LTL Competition

Partner Interview
Old Dominion Freight Line•US•Large CapAmazonEcho Global LogisticsFedEx Freight Holding Company, Inc.FedExSaiaNetwork EffectsPhysical Infra & Networks
Aug 10, 2026
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IP Research Analysis

Perimeter Solutions: Wildfire Budget, Retardant Contracting, & Pricing

IP Research
IP ResearchPerimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 10, 2026
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IP Research Analysis

Perimeter Solutions: Airtanker Base Operations

IP Research
IP ResearchPerimeter Solutions•US•Mid CapScale EconomiesMission Critical Products & Services
Aug 9, 2026

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