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Dec 9, 2025
Carvana: Root & Embedded Insurance Moat
Former Senior Executive at Root
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 9, 2025
Wayfair: CastleGate 3PL Opportunity & Replatforming
Former Head of Product at Wayfair
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaArhausRHThe Home DepotWestwinghome24Counter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryDec 9, 2025
Allegro: 1P Operations & Logistics Economics
Former 1P Category Head at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 8, 2025
Coupang: Korean E-Commerce Ad Sales
Former Sales Executive at Coupang
Partner Interview
Coupang IncTikTok ShopAmazonSeaByteDanceScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesDec 8, 2025
Carvana: Service Expansion Amid Reconditioning Capacity Limits
Former Associate Director of Inspection Centers at Carvana
Partner Interview
Carvana•US•Large CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrialsDec 8, 2025
CNH vs Deere : Go To Market & Dual Brand Strategy
Former Sales Director at a CNH Equipment Dealer
Dec 8, 2025
Allegro: Chinese Merchants & Temu Competition
Former Account Manager at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 6, 2025
DCC Plc: Flogas and Naturgy Ireland
Former Senior Manager at Flogas Energy Ireland, DCC Plc
Partner Interview
DCC•IE•Mid CapScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsDec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Former Chief Engineer at GE Aerospace
Partner Interview
GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsDec 5, 2025
Mercado Libre: FMCG Economics & Competition
Former Head of Marketplace at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 5, 2025
GCP, AWS: Vertical Integration & Leadership Culture
Former Director at GCP
Partner Interview
Google•US•Mega CapAmazonMicrosoftOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryCommunication ServicesInformation TechnologyDec 4, 2025
GitLab, GitHub & AI Impact
Former Executive at GitLab Inc.
Partner Interview
GitLab•US•Mid CapGitHubMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 3, 2025
FTAI Aviation: Competitive Advantage & Opportunities
Former Engineering Director, FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsDec 1, 2025
Root Inc: Growth Outside the DTC Channel
Former Director of State Management at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryDec 1, 2025
Mercado Libre: Logistics Network Automation & Operating Leverage
Former Operations Director at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 1, 2025
Allegro: Logistics Expansion & Inpost Reliance
Former Logistics Manager at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyNov 30, 2025
AWS and Amazon Bedrock: AI Growth Strategy
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 27, 2025
Amazon Autos & Costco's Auto Program
Former Zone Business Consultant at Affinity Auto Group
Partner Interview
Costco Wholesale•US•Mega CapCarvanaGeneral MotorsAmazonLithia MotorsAsbury Automotive GroupScale EconomiesCounter PositioningNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryNov 27, 2025
Coupang: Comparison of Operations to Amazon
Former Executive at Coupang
Partner Interview
Coupang IncAmazonSeaMercadoLibreAllegroJD.com, Inc.AlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesNov 26, 2025
TSMC: Pricing Power & Advanced Packaging
Former Director at TSMC
Partner Interview
TSMC•TW•Mega CapBroadcomNVIDIAAmazonMicrosoftGoogleIntelSamsung C&T CorporationSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsShowing 20 of 1000 results